Created Tasks by Employee Summary Report Overview

The Created Tasks by Employee Summary Report provides a breakdown of scheduled tasks organized by the employee who created them within a selected date range and timezone.

This report displays task counts by service type, total task volume, and associated costs, with drill-down visibility into individual task records. It is designed to help operational leaders understand task creation activity, workload distribution, and revenue impact by employee.

Before You Start

Here are a few things to know before you continue:

• By default, Admins and Office Staff have access to Reports. Admins can also choose to grant access to other roles. 
• If you don't see the Reports option in your menu, you may not have the necessary permissions. Reach out to your Admin for access.
• If you are an Admin and would like to grant additional employees access to reports, please check out this article. 

Key Features 

• Summary: Provides an overview of total tasks created, broken down by category, and the costs associated with the tasks.
• Filtering Options: Allows users to filter rentals by report view, date range, timezone, and client and material type.
• Report Tables: Depending on the Report View filter selection, the table will update with additional details.

Run the Created Tasks by Employee Report

1. Click “Reports” in the left-hand menu under Administration.
2. Scroll down to find Created Tasks by Employee Summary listed under Operations Reports.
3. Click the “Open Inline” icon to run the report in Docket.
    

Please Note: For more information on other ways to run a report,  please check out this article. 

Created Tasks by Employee Summary

When the report loads, the tasks summary at the top provides an overview of total tasks created, broken down by category, and the costs associated with the tasks. When you change the date range of the report, or apply filters, the summary will automatically update based on your selections.
 

The different categories in this summary of created tasks are: 

• Drop Off: Number of drop off tasks.
• Pick Up: Number of pickup tasks. 
• Exchange: Number of exchange tasks.
• Live Load: Number of live load tasks.
• Relocate: Number of relocate tasks. 
• Dump and Return: Number of dump and return tasks.
• Service: Number of services tasks.
• Failed: Number of failed (unsuccessful) tasks. 
• Other: Number of tasks outside the standard service types.
• Total: Overall number of tasks created during the selected period.
• Cost: Total cost associated with the total number of tasks.

Created Tasks by Employee Summary Report Filters and Tables

Report Filters

At the top of the report, you can refine your results using filter options.
 

The Created Tasks by Employee Summary Report  offers a range of filters to help you narrow down and view specific data:

• Report View: Select how you would like to view additional details in the report’s table:
  • Summary by Employee: Shows high-level summaries and task counts by employee.
  • Summary by Type: Shows individual task records organized by task or service type.
  • Details by Employee: Shows individual task records organized by employee.
• Date Range: Choose a timeframe for the report. This defaults to last month.
• Timezone: Adjust report to the appropriate timezone.
• Client Type: Filter tasks by client type.
• Material Type: Narrow results based on material type.

Please Note: The report will automatically update after each filter option is selected or changed. 

Report Tables

Depending on your “Report View” selection, the table provides additional insights regarding task activity. The Summary by Employee table keeps things high-level, while the  Summary by Type and Details by Employee tables allow you to drill into finer details.
 

Expand Details in Table

The Summary by Type and Details by Employee tables display basic details for the tasks included in the report. To view additional details in the table, click the “+” icon next to the task Type or Employee name, depending on which table you are viewing. This will expand additional details for that rental to the right in the scrollable table. Clicking the “+”  icon at the top of the column will expand additional details for the table.
 

Please Note: In general, when a “+” icon appears, it means that there is an opportunity to expand additional details for a given section or line item. 

Sort the Table

After using the filters based on your preferences, you have additional options to sort the data that is presented in the table below.

1. Click the down arrow at the top of one the table’s column headers.
2. Select your sorting preference. 
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Task Number column will sort numerically while the Client column will sort alphabetically.
      

Please Note: This sorting option does not apply to the Report View of “Summary by Employee.”

Export or Send the Created Tasks by Employee Summary Report

Export the Report

Once you have a section of your report displaying the information you want, you can download it for your records. 

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.
      

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading a section of the report to your computer, you can also email a section.

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into Destination.

6. Select “Email” in the drop-down.

   
   
    

7. Enter the email address of the recipient.

8. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject, select specific attachments and file types, or send the report as a .zip file.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!