Client Assignment Reports

Modified on Mon, 5 Aug at 9:36 AM

This report provides an overview of all open or completed assignments. The date filter differs depending if you're in the 'Open Assignments' tab or the 'Completed Assignments' tab.


The Report can be exported to Excel or PDF by switching the Export toggle to the right which will change the colour to blue. Click 'Generate Report'. 


A copy of the Report will then show within Admin Todays Reports and a copy will be sent via email also.  



Further down the page you can view this in a table format. When Open Assignments are selected this will show you how many assignments are open within the selected timeframe, their KPI status and Average Open Time. 



If completed Assignments are selected this will show you Completed Assignments within the selected timeframe, their KPI status and Average Completion Time.




Client Assignment Details 


This report provides all Assignment details filtered by either Open Assignments, Completed Assignments or Rejected Assignments. The Client Account must be selected to generate any data. 


Date ranges can be edited as required.


The Report can be exported to Excel or PDF by switching the Export toggle to the right which will change the colour to blue. Click 'Generate Report'. 


A copy of the Report will then show within Admin Todays Reports and a copy will be sent via email also.  



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article