Reports
Capptro Pro includes a suite of built-in reports to help you monitor your business operations, track employee workload, and identify bottlenecks in your workflow.
Accessing Reports
Click the Reports tab on the dashboard to access the reports page. Select the report you want to view from the available options.
Available Reports
Workflow Summary
Shows the number of work items in each workflow step, giving you a snapshot of your current workload distribution. Useful for identifying bottlenecks where too many items are accumulating in one stage.
Employee Workload
Displays how work items are distributed across your team members. Helps you balance workload and identify who has capacity for new tasks.
Jobs by Customer
Lists the number of work items per customer, showing you your most active clients. Useful for customer relationship management and planning resource allocation.
Overdue Jobs
Lists all work items that have passed their due date without being completed or archived. Helps you stay on top of deadlines and prioritize urgent work.
Job Audit Trail
Provides a detailed change history for a specific work item, showing every modification made, by whom, and when. Useful for accountability and resolving disputes about what was agreed or changed.
User Activity
Shows a summary of actions performed by each user over a selected time period. Includes work items created, modified, archived, and other activities.
Exporting Reports
All reports can be exported for further analysis or record-keeping:
- Print: Use your browser's print function to print the report or save as PDF
- Export formats: CSV and PDF export options are available for most reports
Dashboard Analytics (All Editions)
Even without the Pro edition, the standard dashboard provides basic analytics:
- Count of work items per workflow step (visible as column headers)
- Visual priority distribution through color coding
- At-a-glance overview of due dates and overdue items