Reports Overview
A workspace-wide view of your tasks, projects, CRM activity, and sales performance - in one place.
The Reports page pulls your most important productivity data into one view - tasks, projects, and (with Pro and CRM enabled) your CRM activity and sales performance. Pick a time range, narrow the data with filters, click any number to dig in, and export what you need as a CSV or PDF when you want to work with it outside PrimeTask.
Reports is where you step back from day-to-day work and ask the bigger questions: how am I doing, what's getting done, what's slipping, and where is the time going.
Dashboard is today; Reports is the story
The Dashboard is built for live, day-to-day awareness. Reports is built for reviews, retrospectives, and stepping back.
What you can do
See workspace-wide totals
across tasks, projects, and CRM in one place.
Pick a time range
the last 7, 30, 90 days, 6 months, 1 year, or all time.
Filter the data
by task type, project state, and CRM categories.
Click any number
to drill into the tasks, projects, or records behind it.
Export the current view as a CSV or PDF
to use in a spreadsheet or share.
Keep your filters per Space
so each Space remembers how you like to look at it.
How to open Reports
- Sidebar: Reports.
- Command palette: ⌘+K (or Ctrl+K), then search Reports.
The six tabs
Reports opens on Overview by default. Use the tab bar to switch:
- Overview - a high-level summary. The tab adapts to your license - without CRM you see task and project totals; with CRM enabled you also see activity totals and pipeline value.
- Tasks - all tasks across personal, project, and CRM work, with a built-in Focus Mode stats summary (weekly focus time, sessions, completion rate, streak, top focused tasks). See Tasks Report and Task Focus Mode.
- Projects - active vs archived, average progress, top-progress list, and task breakdowns by status and priority. See Projects Report and Project Metrics for the time-tracking depth on a single project.
- Time - a timesheet of the time tracked across the Space (timer sessions, focus time, and the time you assign from the Time Inbox), with a per-task breakdown and a trend chart. See Time Report and PrimeTime.
- CRM Analytics (Pro with CRM) - contact, company, activity and opportunity totals, the state of your pipeline, contacts by source, companies by industry, activity trend, this vs last month. Everything on it is a count. See CRM Analytics Report.
- Sales Performance (Pro with CRM) - where your opportunities came from, how the pipeline converts stage by stage, what is due to close, and how you are closing, alongside call, email, meeting and proposal performance. See Sales Performance Report.
Filters at a glance
Every tab respects the filter suite at the top of the page:
- Time range - 7 days, 30 days, 90 days, 6 months, 1 year, or all time
- Task categories - Personal, Project, CRM
- Project states - Active, Archived
- CRM categories - Contacts, Companies, Activities
- Bypass time range - for Projects and Tasks when you want the full set regardless of the time filter
- Filters are saved per Space, so switching Spaces restores the view you had there
For everything the filter suite can do and how each export is structured, see Reports Filters and Export.
Export a report
Use the Export action at the top of the page, then pick CSV or PDF, to save the current tab. The file is named for the section and the current date, so you can keep a folder of date-stamped reports. The PDF lays your figures out with clean headings, tables, and page numbers, and picks up your date and time settings from Settings. See Reports Filters and Export for what each export contains.
Click through to dig deeper
Reports is linked, not flat. Every important number is clickable:
- Task stat cards open a task list filtered by that number.
- Project cards open the project or a progress breakdown.
- Status and priority breakdowns filter the task list to just that status or priority.
- CRM and Sales cards jump to the relevant CRM page - Contacts, Companies, Call Tracker, Email Tracker, Deal Pipeline.
Things worth knowing
Reports and Dashboard cover different needs
The Dashboard widgets are live and tuned for now - what's due today, what's active, what you're focused on. Reports is tuned for over time - how did the week, month, or quarter go. Use them together.
Monday review, Friday retrospective
Open Reports on Monday to plan the week against last week's numbers, and again on Friday to close the loop with a retrospective view of what shipped.
Filter changes are free
Changing filters doesn't re-fetch anything. Every tab re-aggregates the data you already have, so exploring different time ranges and categories is fast.
Where your time shows up
The Time tab is the timesheet for your Space, gathering timer sessions, focus time, and the time you assign from the Time Inbox. It is available on every PrimeTask license; capturing time automatically with PrimeTime, and assigning it from the Time Inbox, requires Pro. For the in-depth time-spent view of a single project, with its own rollups across timer sessions, focus, and subtask and CRM work, open that project's Metrics tab instead. See Time Report, PrimeTime, and Project Metrics.
The CRM tabs need PrimeCRM
The CRM Analytics and Sales Performance tabs read your CRM, so they are available once PrimeCRM is on for the active Space. Switch it on in CRM Settings. PrimeCRM is part of the Pro tier - see License Settings.
Both CRM tabs can also be pointed at your Shared CRM or at one project that runs its own, and at one pipeline or all of them. A project's figures are never added to your shared totals. See Shared vs Isolated CRM.
Each tab offers only the filters that change it
The CRM tabs do not show task or project filters, and the task tabs do not show CRM ones. A shorter list on one tab than another is deliberate.
Reports is per Space
Each Space has its own Reports view and its own filter settings. Switch Spaces to see that Space's numbers.
Common questions
"Why don't I see CRM Analytics or Sales Performance?"
Those tabs need PrimeCRM switched on for the active Space, and PrimeCRM is part of the Pro tier. See License Settings and CRM Settings.
"Where do I see time spent on a project?"
On the project's Metrics tab for a single project. For all your tracked time across the whole Space, open the Time tab. See Project Metrics and Time Report.
"Can I export Reports to Excel or JSON?"
Reports exports as CSV or PDF. Spreadsheet apps open the CSV directly. The PDF is page-formatted with headings, tables, and page numbers, so it's ready to share or print. See Reports Filters and Export.
"Do filters follow me between Spaces?"
No. Filters are saved per Space, so each Space keeps its own preferred view.
"Is clicking a number safe?"
Yes. Clicking opens a filtered task list or navigates to the matching page. Nothing is changed by browsing.
Where to go next
| If you want to… | Read this |
|---|---|
| Dig into task analytics and Focus Mode stats | Tasks Report |
| Review projects and their progress | Projects Report |
| See all tracked time across the Space | Time Report |
| Read CRM analytics | CRM Analytics Report |
| Track sales performance and the pipeline | Sales Performance Report |
| Set filters and export reports | Reports Filters and Export |
| See today, not the period | Dashboard Overview |
| Get per-project time spent | Project Metrics |