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The Closed Tasks Report provides visibility of all completed tasks within a selected period.
Use this report to review completed work, analyse engineer activity, monitor task performance, and identify trends across branches and customer accounts.
This report helps teams to:
Review completed tasks and their statuses.
Monitor task performance by type and engineer.
Analyse root causes and work completed.
Compare booked time against completed work.
Support KPI tracking and operational reviews.
Getting There
To access the Closed Tasks report:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate and select the Closed Tasks report.
(Optional) Select the gear icon on the report tile to add or modify filters before generating the report.
Available Filters and Their Impact
The following filters can be used to refine the report data:
Branch: Filters the report based on the selected branch. By default, the report uses the branch selected in the main Service Geeni interface.
Tip: When All Branches is selected, you can choose specific branches to include in the report.
Period: Filters tasks based on their completion date.
Tip: Use shorter periods to review recent activity or longer periods to identify performance trends over time.
Customer Account: Filters the report by customer account.
Tip: Useful when reviewing completed tasks for a specific customer or account group.
Report Overview
View By Type: Displays completed tasks grouped by task type.
The accompanying chart shows the total number of completed tasks for each type, helping identify the most common categories of completed work.
View By Status: Displays completed tasks grouped by status.
This view helps teams understand how many tasks have been completed, submitted, or invoiced during the selected period.
View By Percentage of Time Booked: Displays the percentage of booked time against each task type.
This view can help identify how time is distributed across different categories of work.
View By Minutes Booked: Displays the total booked minutes for each task type.
This provides a quick overview of where engineering time has been allocated during the selected period.
Column Breakdown and Key Fields
Each row in the report represents a closed task.
Job No. | Unique job number and associated task number. |
Equipment | Equipment ID associated with the task. |
Description | Description or reason for the task. |
Location | The customer site where the work was carried out. |
Area | Area associated with the customer site. |
Sub Area | Subdivision of the site area. |
Call Date | Date the task was created. |
Start Time | Time work began on the task. |
Completed Date | Date the task was completed. |
Booked Time | Total time booked against the task. |
Engineer Name | Engineer assigned to the task. |
Type | Task type or priority code. |
Priority Code | Description of the priority code. |
SubJob Status | Current status of the completed task, such as Submitted, Invoiced, or Completed. |
Root Cause | Root cause recorded against the task. |
Work Done Notes | Notes detailing the work completed. |
Insight: Regularly reviewing closed tasks ensures completed work is tracked, performance is measured, and recurring issues can be addressed proactively.
The Closed Tasks Report is an important tool for reviewing completed work and monitoring operational performance.
Using this report allows teams to:
Review completed tasks across branches and customer accounts.
Monitor engineer activity and task performance.
Identify recurring issues and root causes.
Analyse booked time and workload trends.
Support KPI reporting and operational reviews.
Review this report regularly, typically on a weekly or monthly basis, to maintain visibility of completed work, identify trends, and ensure service performance remains aligned with operational objectives