How to Analyze Team Performance with Bitrix24 Task Reports

Every company needs a clear view of team performance. A department manager needs to know if work is on track. HR needs to see how new hires are doing during probation. Task reports bring this information together in one place.

With Bitrix24 task reports, you can see how many tasks each person completed, where overdue tasks are building up, and how the team performed over any time period without collecting data manually. If you need more flexibility, you can export the data and keep working with it elsewhere, or share it with people who do not have access to Bitrix24.

When to use task reports

Reports do more than support routine monitoring. They also help you spot problems that are easy to miss when you look at tasks one by one.

• Uneven workload distribution. A project manager notices that one developer keeps missing deadlines. A resource report by assignee shows that this developer has three times more active tasks than the rest of the team. The issue is not the employee; the workload is distributed unevenly.
• One task type is delayed again and again. If overdue tasks keep appearing month after month in the same task type, compare reports across periods to see whether tasks are underestimated or approvals take longer than planned.
• A new project starts without checking current capacity. Before accepting a large new order, check project involvement to see whether the team is already fully loaded. This helps set realistic timelines.
• Workload changes over time. Comparing reports from different periods shows whether the number of tasks is growing and whether the team is still performing at the same level. This helps you catch rising workload early.

Lima Soft Solutions, a Bitrix24 implementation partner in Indonesia, can help you implement and configure task reports around the workload patterns that matter to your team.

Analyze team performance with reports

In Bitrix24, go to Tasks and Projects > More > Reports. You will see two report sections: Personal and Standard.

Standard reports

Standard reports are ready-made templates for common analysis tasks. They do not require setup, and the data is always current when you open them. You can use filters to choose a specific employee, task status, or other parameters. You cannot edit standard reports, but you can copy any report and customize the copy.

Bitrix24 includes six standard reports:

• Involvement in projects. Shows how much time employees spend on tasks in each project and how many tasks they currently have in progress. This makes it easy to rebalance work before deadlines are missed.
• Tasks this month. Shows how many tasks were created, completed, and are still in progress. A manager can check in the middle of the month and see that only 8 out of 40 tasks are done and 12 are already overdue, which is a signal to address the issue at the next standup.
• Efficiency report. Shows how each employee handles tasks: how many were completed on time, how many became overdue, and how tasks were rated. For example, one manager's overdue rate rises from 10% to 35% over two months; the supervisor checks the task list and finds 30 active assignments while everyone else has 10 to 12.
• Tasks for last month. Shows the previous month's results by status and assignee. Comparing it with an earlier period may show that the number of overdue tasks has almost doubled.
• Task resource tracking. Shows planned and actual time spent on each task. If a task called Prepare a commercial proposal has 2 hours budgeted but actually takes 6 to 8 hours, the next estimate should be realistic. Resource tracking reports only show data for tasks that have the Time tracking option enabled.
• Employee resource tracking. Shows who spends time on tasks and how much. For example, a designer always seems busy, but the report shows that 70% of his time goes to revisions and approvals and only 30% to creating new materials. This is a reason to rethink the approval process rather than hire a second designer.

Personal reports

Personal reports are created using the report builder. You can choose the data, time period, employees, or projects for a specific request. For example, a marketing manager wants to see only tasks from their department with a negative rating over the last six months. To create a report, go to the reports page and click Add report in the top right corner.

Lima Soft Solutions helps businesses implement and configure both standard and personal reports so the data matches how your teams actually work.

Monitor team work in real time

The Supervising section helps you track team work throughout the day. It shows key metrics for each direct report: efficiency, number of tasks, and their roles as assignee, task owner, assistant, and observer. Unlike reports, which analyze work over a selected period, Supervising shows the current situation.

The section only shows direct reports — employees who have you listed as their manager in the company structure. A manager can start the workday by opening Supervising and see that two employees have overdue tasks building up, while a new team member has only one active task. To open it, go to Tasks and Projects and click Supervising in the top menu. If you have many employees, use filters to find a specific person or sort by efficiency and department. Check whether the Supervising section is available on your Bitrix24 plan.

Lima Soft Solutions can set up your Bitrix24 company structure and team configuration so the Supervising section gives every manager the right view.

When to use export

Export is useful when you need to combine Bitrix24 data with information from other systems, share it with people who do not have access to Bitrix24, or save a separate copy.

• Combine data from different systems. For a quarterly report that includes task data, sales figures, and expenses, export the task report and combine it with the other data in xlsx format.
• Share data with people who do not have access to Bitrix24. A client asks for project statistics for the past month. Export the report and send the spreadsheet.
• Save data when a project is complete. Export the report and store it alongside project documentation, so timelines, workload, and completed scope are easy to find later.

To export a report, open it and click Settings (⚙️) > Export to Microsoft Excel in the top right corner.

Lima Soft Solutions can help you configure Bitrix24 reports, exports, and the surrounding workflow for your business.

Get task reports set up with Lima Soft Solutions

Task reports are useful only when they are set up for the questions you need to answer. As a Bitrix24 implementation partner and software developer in Indonesia, Lima Soft Solutions helps small and medium businesses implement and configure Bitrix24 tools such as task reports, the report builder, and the Supervising section. Contact Lima Soft Solutions for a consultation and implementation.