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Home  » Support  » Frequently Asked Questions (FAQ)  » How to make report on the tasks completed before/on/after due date

How to make report on the tasks completed before/on/after due date

To make report on the tasks completed before/on/after due date, please, do the following:

  1. Go to main menu [Tools -> Custom fields…]
  2. Click on ‘New’ button on the toolbar of ‘Edit custom fields’ dialog
  3. Enter ‘Task Completion Date’ into ‘Title’ entry field, select ‘Date’ type from ‘Type’ drop-down list and click 'Ok'
  4. In the same way create ‘Task Due Date’ custom field
  5. Create a new custom field ‘Due Date Deviation’ that has ‘String’ type and enter following formula into ‘Formula’ field:
  6. iif($cf_task_due_date>$cf_task_completion_date, ToString($cf_task_due_date-$cf_task_completion_date) + " day(s) before Due Date", iif($cf_task_completion_date>$cf_task_due_date, ToString($cf_task_completion_date-$cf_task_due_date) + " day(s) after Due Date", iif($cf_task_due_date=$cf_task_completion_date, " meets Due Date", "")))

     

  7. Create a new custom field ‘Completed’ that has ‘List’ type and enter following formula into ‘Formula’ field:
  8. iif($cf_task_due_date>$cf_task_completion_date, 1, iif($cf_task_completion_date>$cf_task_due_date, 3, iif($cf_task_due_date=$cf_task_completion_date, 2, 0)))

  9. Click on ‘Add’ button
  10.  

  11. Enter ‘1’ into ‘Value’ entry field, ‘before the Due Date’ into ‘Title’ entry field and click ‘Ok’
  12. In the same way add ‘on Due Date’ and ‘after the Due Date’ titles with ‘2’ and ‘3’ values correspondingly and click 'Ok' 
  13. Display ‘Completed’, ‘Task Due Date’, ‘Task Completion Date ’ and ‘Due Date Deviation’ columns on Task List grid
  14. Set filter by task resource, Task Due Date and Task Completion Date
  15. Group the tasks by ‘Completed’ column
  16. Go to ‘Charts’ panel, select 'Pie diagram' and click on ‘Print’ button on Charts toolbar to print out task percentage tasks completed early/late/on time

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