Task registerReusable report template
Drop in a task export.
Get an explorable report.
Built for the standard Tasks (Clients) extract. Headings are matched by name, so column order doesn't matter and extra columns are ignored. Nothing is uploaded anywhere — the file is read in your browser.
Drop a CSV here
Task register
How far past due
Bar spans due date → as-at dateAt a glance
Select a figure to list itWhere the work sits
Select a bar to list the tasksTask status
Due bucket
Load by assignee
Stacked by due bucket
Clients by adviser
Choose an adviser, then a clientTasks by process stage
Choose a stage, then a client or adviserClients at this stage
Advisers at this stage
Read these charts with a caveat
Field completeness
