1. Brivity Help Center
  2. Brivity CRM
  3. Getting Started with Brivity CRM

Reporting - Overview of the Tasks Report

Article for Admin access users.

Agent and administrator accountability is tracked in your Tasks Report of Brivity Reporting. Here, you'll be able to track accountability for:

  • Assigned Tasks
  • Completed Tasks
  • Tasks Completed On Time
  • Tasks Completed Late
  • Number of Logins for each user
  • Date of Last Login

Step 1: To get started, find Reporting on the left side of your account. 

 

Reporting

Select the Tasks tab. 

 

Tasks

 

Step 2: Sort by the Date Range desired for when tasks were assigned.

You can choose to see reporting for All tasks assigned or completed as of the end of the selected date range, or Newly created tasks (in date range). For example, if the date range is "Today", it would only show tasks created today, and of those, how many were completed.

 

TasksReport

 

Step 3: Sort the columns using the arrows by the column names. You will see Administrators and Agents in two separate tables.

 

Sorting Tasks Preport