Tasks Reports
Introduction
The Tasks Reports section provides visibility into task creation gaps, pending work per client, and completed tasks over a period. All reports are accessible from the Reports page under the Tasks category.
Tasks Not Created Report
Shows tasks with approaching due dates that have not yet been created in FINEXO PMS — helping you stay ahead of compliance deadlines.
| 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."
Tasks appear in this report based on how close their due date is:
| Frequency | Shown if due within |
|---|---|
| Monthly tasks | Next 3 days |
| Quarterly tasks | Next 5 days |
| Yearly tasks | Next 15 days |
Tip: Check this report daily to ensure no compliance tasks are missed before their due dates.
Client Wise Task Report
Shows all clients along with their total pending task count.
- Search — by Client Name, Trade Name, or File No
- Loads automatically — no Generate button needed
Columns: Client Name, Task Count (clickable — opens task details for that client), Actions
Click Show Contact Person Details to view contact information for a specific client directly from this report.
Completed Tasks Report
Shows all 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
The Export Report button is available.