Report on Your Team's Tasks with Agenda Reports

Agenda reports count your team's tasks so you can see how many are being created and completed, and by whom.

Create an Agenda Report

1. Go to Reports.
2. Select the Reports tab.
3. Click Create new report.
4. In Report on, select Agenda.
5. In Columns data source (Vertical Y-axis), choose which tasks to count.
6. In Rows data source (Horizontal X-axis), choose how to group them, such as by date added, due date, or owner.
7. If you grouped by a date, set the Date range and Date grouping.
8. To split the results further, choose a Breakdown group by option.
9. Click Save.

Agenda reports measure task counts only. Sum and Avg value aren't available.

See the Tasks Behind a Number

Click any bar in the chart to see the individual tasks for that period.

Narrow the Results

To report on specific owners, or only on tasks linked to a certain company, use a saved Agenda list view as a filter.

1. Save an Agenda list view with the filters you want. See Use the Agenda List View.
2. In the report, click Filters.
3. Select the saved list view.
4. Click Apply.

For more on filters, see Create and Customize a Report.

Agenda reports show a snapshot of your current tasks. They don't track how individual tasks moved from open to completed over time.

Send an Agenda Report on a Schedule

Agenda reports can't be scheduled on their own. Add the report to a report view, then schedule the view. See Group Reports into a Report View.

To compare completed tasks and other activity by user, see Compare Team Activity with the Activity Scoreboard.

Need help? Contact support at customercare@pipelinecrm.com.