Reports

1 article

Last updated: 27 May 20267 min read

All reports

What This Does

The Reports page is a central hub for all reports available in FINEXO PMS. Reports are organised into five categories — Time Tracking, Activity Logs, Fees Tracking, Attendance, and Tasks. Click View on any report card to open it.

Time Tracking Reports

Your Time Report

Shows your own time entries for a selected date range.

Filter	Description
Date From / Date To	Select the time period

Columns: Type (M/A), Client Details, Task, Start Time, End Time, Total Time, Comment, Action (Edit Comment / Delete)

Total row at bottom. Export to Excel available. Paginated — up to 50 per page.

Summary Report

Shows a summary of time tracking data grouped by users, clients, and tasks.

Filter	Description
Report Type	Month, Week, or Custom Range
Select Month & Year	Period to report on

"Entries without assigned clients or tasks are shown as 'Without Client' and 'Without Task' respectively."

Three tabs:

User Wise — time grouped by each user
Client Wise — time grouped by each client
Task Wise — time grouped by each task type

Export User Wise button available.

User Wise Time Report

Shows time entries for all users or a specific user.

Filter	Description
Select User	All or specific user
Date From / Date To	Select the time period

Columns: Type (M/A), Client Details, User Name, Task, Start Time, End Time, Total Time, Comment, Action

Export to Excel available.

Client Wise Time Report

Shows time entries filtered by client.

Filter	Description
Select Client	All or specific client
Date From / Date To	Select the time period

Columns: Type (M/A), Client Details, User Name, Task, Start Time, End Time, Total Time, Comment, Action

Export to Excel available.

Advance Report — Time Tracking

Most comprehensive time tracking report combining all filters.

Filter	Description
Select User	All or specific user
Select Client	All or specific client
Select Type	Automatic Time Tracking / Manual Time Tracking / Both
Date From / Date To	Select the time period

Columns: Type (M/A), Client Details, User Name, Task, Start Time, End Time, Total Time, Comment, Action

Export to Excel available.

Activity Logs Reports

Your Activity Report

Shows your own activity on tasks for a selected date range.

Filter	Description
Show Report For	Task
Select Change Type	All / Add / Update / Delete (multi-select)
Date From / Date To	Select the time period

Columns: Client Details, Task Name, Period, Type (e.g. Status Change, Description Update), From, To, Date, User

Export to Excel available.

User Wise Activity Report

Shows activity filtered by user.

Filter	Description
Select User	All or specific user
Show Report For	Task
Select Change Type	All / Add / Update / Delete (multi-select)
Date From / Date To	Select the time period

Same columns as Your Activity Report.

Client Wise Activity Report

Shows activity filtered by client.

Filter	Description
Select Client	All or specific client
Select Change Type	All / Add / Update / Delete (multi-select)
Date From / Date To	Select the time period

Same columns as Your Activity Report.

Advance Report — Activity Logs

Most comprehensive activity report combining all filters.

Filter	Description
Select User	All or specific user
Select Client	All or specific client
Show Report For	Task
Select Change Type	All / Add / Update / Delete (multi-select)
Date From / Date To	Select the time period

Same columns as Your Activity Report. Export to Excel available.

Fees Tracking Reports

Not Billed Tasks Report

Shows all tasks that have not been billed yet.

Filter	Description
Select Date of Task Created	Date From / Date To
Select Task Status	All / Completed / Ignore Tracking / Not Required / Pending / Pending on Client / custom statuses (multi-select)

Columns: Task ID (clickable), Client, Task, Task Period, Task Status, Fees Status (editable dropdown)

Fees Status can be updated directly from this report. Checkbox for bulk selection. Export to Excel available.

Advance Report — Fees Tracking

Most comprehensive fees tracking report with bulk status update capability.

Filter	Description
Select Date of Task Created	Date From / Date To
Select Client	All or specific client
Select Fees Tracking Status	All or specific status
Select Task Status	Completed and other statuses (multi-select)

Columns: Task ID, Client, Task, Task Period, Task Status, Fees Status

Select multiple tasks using checkboxes and change Fees Tracking Status in bulk for all selected tasks at once. Export to Excel available.

Attendance Report

Shows detailed attendance records for all users with check-in/out times, holidays, and weekly offs.

Filter	Description
Report Type	Month, Week, or Custom Range
Select Month & Year	Period to report on
Select User	All or specific user

"This report shows the attendance status of all users including their check-in and check-out times. It also highlights holidays and weekly offs."

Two tabs:

Daily Report — day-by-day attendance grid with status badges per user
Summary — total counts per user (Present, Absent, Half Day, Late, On Leave, Holidays, Total Time)

Export to Excel available.

Tasks Reports

Tasks Not Created Report

Shows tasks with approaching due dates that have not yet been created in FINEXO PMS.

Filter	Description
Select Task Type	Filter by specific task type

"Lists all tasks with approaching due dates that have not yet been created. Only tasks for last month/quarter/year are considered."

Due date thresholds:

Frequency	Tasks shown if due within
Monthly tasks	Next 3 days
Quarterly tasks	Next 5 days
Yearly tasks	Next 15 days

Client Wise Task Report

Shows all clients with their pending task count.

Search — by Client Name, Trade Name, or File No
Loads automatically — no Generate button needed

Columns: Client Name, Task Count (clickable — shows task details), Actions

Click Show Contact Person Details to view contact information for that client.

Completed Tasks Report

Shows tasks completed within a selected date range.

Filter	Description
Date From / Date To	Select the completion date range

Columns: Task ID, Task Name, Client, Period, Assigned To, Due Date, Completion Date

Export Report button available.

Related