Using Calendar Reports for Activities and Staff Workload

Calendar Reports summarizes recorded tasks, events, assignments, and completion information.

Available reports

  • Activity Distribution: counts, assignments, and completion time by group.
  • Activities by Day: weekly task or event counts by staff.
  • Activity Assignment Audit: assigned work, schedules, and completion timing.
  • Calendar Utilization: activity volume, workload, and completion by calendar.
  • Staff Calendar Workload: assigned workload, open items, and overdue work by staff.
  • Calendar Completion Trends: monthly activity volume, completion rate, and turnaround.

Find the right context

Use the offered date, calendar, staff, type, status, and grouping controls. Activity Distribution can group by calendar, assigned staff, activity type/status, case type, manager, client, or service.

What workload means here

These reports analyze saved calendar activities. They are not automatically a staff attendance system or a timesheet. A scheduled event does not prove hours were worked or paid. Completion rates depend on recorded completion states; completion timing should not be assumed to equal billable hours.

Use the source activity to resolve missing schedules, assignments, or completion details.