Reports & AnalyticsoverviewFor admin · manager · Updated 2026-09-16
Understanding Reports & Analytics
Review business performance across sales, expenses, tasks and time with AllTask’s reports and analytics.
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AllTask includes sales, expense, task, time and client reports, plus summaries by period and category that let you compare performance over time.
1Open a report
- 1.Open Reports from the main menu.
- 2.Choose a report type.
- 3.Set the date range and any filters.
- 4.Review or export the summary.
Tip: Use the same date range across reports to compare related numbers, such as earnings versus expenses.Result: You see the summarized numbers for the period you selected.