Reports

Shifton provides several types of reports to analyze completed tasks and employee working time.

Task Report (PDF)

The task report is available in the “Tasks” section.

It is a PDF file that contains full information about the task, including:

• client details;
• task description;
• status and deadlines;
• completed checklist;
• company logo.
   

This report can be used for printing or sharing with a client.

Reports in the “Reports” Section

There is a “Reports” section in the side menu.

It displays a web-based report with information about:

• the number of active tasks;
• the number of completed tasks;
• the selected time period. 

Downloading Reports

In the “Reports” section, click the download icon.

Two report types are available:

• Report on time spent in each status — shows how much time tasks are spent in each status;

   

• Report on real working time spent on tasks — shows the actual working time spent on completing tasks.

   

Both reports are generated for the selected period.

Frequently Asked Questions (FAQ)

Q: Where can I find the Reports section in Shifton?
A: Open the Reports section from the main menu on the left. This is where downloadable reports are available.

Q: What types of reports are available?
A: Shifton provides two main types of reports:

• Excel reports in the Reports section.
• PDF task reports generated from individual tasks.

Q: In which format are reports from the Reports section downloaded?
A: All reports generated from the Reports section are downloaded in Excel (.xlsx) format.

Q: In which format is the Task Report downloaded?
A: Task reports generated from the task page are downloaded in PDF format.

Q: What is included in the Task Report (PDF)?
A: The PDF task report contains client information, task description, statuses and deadlines, completed checklist, and the company logo.

Q: What data is included in Excel reports?
A: Excel reports may include:

• number of active and completed tasks;
• time spent in each task status;
• actual working time spent on tasks;
• selected reporting period.

Q: How do I download an Excel report?
A: Go to Reports, click the download icon, select the report type and time period, and the file will be downloaded in Excel format.

Q: Can I edit Excel reports after downloading?
A: Yes. Excel reports can be edited, filtered, and analyzed using spreadsheet software such as Microsoft Excel or Google Sheets.

Q: Are reports updated in real time?
A: Yes. The data used for reports reflects the latest information available in the system at the time of generation.

Q: Do user roles affect access to reports?
A: Yes. Access to reports depends on user permissions. If you do not see the Reports section, your role may be restricted.