Step 1

Click the Reports tab.

Step 2

Select the Efficiency tab

Step 3

Choose the group/agency/manager you'd like to run a report for and then select the report date range. Press Filter to generate the results.

Step 4

You can now see all completed, scheduled and overdue tasks in each key workflow category. You can also see what tasks were not done on time, those that were missed and a median time taken for tasks in that period.

Step 5

Click on a tile to see the tasks that make up that metric. YOu can even click through to the actual task from there if you need you to message the Property Manager about it.

Other helpful articles: Agency Reports, Agency Snapshot, Gained/Lost Reporting, Revenue Report,

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