Within Teamwork, you can generate reports for the task lists you have created.

To generate a report, go to the Tasks area of your project.

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Within the left pane you can choose the option for Task list report

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The task list report includes details from across multiple task lists.

The options included in the first tab are:

Tasks assigned to: Choose who you wish to report on, all users, not assigned yet, or an individual.

Type of tasks to show: Choose from all tasks, incomplete task, or completed tasks

Date range: Choose from any due date, due by today, due by tomorrow, due in the next seven days, due in the next 14 days, due in the next 30 days, or between dates.

Include late tasks: Include tasks that are passed the due date that has been set on them.

Include tasks without a due date: Include tasks that have no due date set.

Ignore start dates: Choose whether to base the report with or without start dates taken into account, this is very much dependent on the date range selected.

Group by task list: Choose whether to keep the tasks ordered within the task lists they were added to.

How should tasks in each list be sorted: Choose between the way they are displayed on the website, by due date, by task name, by priority, or the person they are assigned to.

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In the second tab you can choose the report format from either Excel or PDF.

The third tab gives you the option to include specific information in your report:

  • Include logged time: Include any time logged against a task.
  • Include estimated time: Include estimated time that has been added to a task.
  • Include comments: Include any comment left on tasks.
  • Include my private items: Include any items that are only visible to you.

Task list reports

You can also create a report for a specific task list if you wish.

You can do this from the drop-down menu to the left of each task list.

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The options here are the same as the project task lists report with the exception of the date options (explained above).

You can also choose to date range this to view for a certain period of time.

Export options here include Excel and CSV.

Note: When exporting to Excel, due to formatting constraints there is no option to include comments.

For more information, see: Reporting Options for Teamwork