How to Analyze Team Performance with Task Reports in Bitrix24

Every company needs a clear view of team performance. A department manager needs to know whether work is on track. HR needs to see how new hires are doing during probation. Without a single source of truth, this information is scattered across many tasks.

Task reports bring the data together in one place. You can see how many tasks each person completed, where overdue tasks are building up, and how the team performed over any period. Instead of collecting data manually, you can use ready-made report templates.

When to Use Task Reports

Reports help you spot problems that are easy to miss when you look at tasks one by one. The following situations show why they matter.

• One team member keeps missing deadlines. A report by assignee can show a much higher active task load than the rest of the team. The issue may be uneven workload, not poor performance.
• The same task type is delayed again and again. Comparing reports from different periods can show whether estimates are too low or approvals take longer than planned.
• A new project is about to start. Before accepting a large order, check the team's current capacity so you can set realistic timelines.
• Workload changes over time. Comparing reports from several periods shows whether the number of tasks is growing and whether performance is keeping up.

Analyze Team Performance with Reports

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

Standard reports are ready-made templates. They do not require setup, and the data is 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.

Standard reports in tasks

Bitrix24 includes six standard reports.

• Involvement in projects. Shows how much time employees spend on tasks in each project and how many tasks they have in progress. It helps you rebalance work before deadlines are missed.
• Tasks this month. Shows tasks created, completed, and still in progress. It helps you see early whether the current month is on track.
• Efficiency report. Shows how each employee handles tasks: completed on time, overdue, and task ratings.
• Tasks for last month. Reports on the previous month by status and assignee. When you compare it with earlier periods, you can spot growing overdue rates.
• Task resource tracking. Shows planned and actual time spent on each task. This supports realistic time estimates in future planning.
• Employee resource tracking. Shows who spends time on tasks and how much. It may reveal that a designer spends most time on revisions and approvals instead of new work.

Resource tracking reports only show data for tasks that have the Time tracking option enabled. Lima Soft Solutions helps businesses enable and configure time tracking in Bitrix24.

Create personal reports

Personal reports are built with the report builder. You can choose the data, time period, employees, or projects for a specific request. For example, a marketing manager can create a report showing only tasks from their department with a negative rating over the last six months.

To create a personal report, go to the reports page and click Add report. If you need a custom report for your workflow, Lima Soft Solutions can build and configure it for your team.

Monitor Team Work in Real Time

The Supervising section in Tasks and Projects shows key metrics for each direct report: efficiency, number of tasks, and roles such as assignee, task owner, assistant, and observer. Unlike reports, which analyze a selected period, this section shows the current situation.

You can see who is overloaded and who is available for new tasks. The section only shows direct reports — employees who have you listed as their manager in the company structure. Availability depends on your Bitrix24 plan.

To open it, click Supervising in the top menu. Use filters to find a specific person or sort employees by efficiency and department. Lima Soft Solutions can help configure the company structure and supervising settings for your managers.

When to Use Export

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

For example, a department head can export a task report and combine it with sales and expenses in xlsx format for a quarterly report. A client can receive project statistics without needing access to your Bitrix24. You can also keep an exported report with project documentation after a project is complete.

To export a report, open it and click Settings > Export to Microsoft Excel.

Get Task Reports Set Up for Your Team

Task reports give you a view of team performance built from real task data. Bitrix24 offers standard reports, personal reports, real-time supervising, and export options. Each tool works best when configured for the way your team operates.

Lima Soft Solutions, a Bitrix24 implementation partner and software developer in Indonesia, helps small and medium businesses implement and configure Bitrix24 reports and automation. Contact Lima Soft Solutions for a consultation and implementation support.