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Workload report

See the upcoming task load per day to plan staffing.

Written by Hubert

The Workload report helps you plan ahead by showing how much work is coming up each day. Open it from the sidebar: Reports → Workload.

What it shows

  • A column per day across the selected range, with today's column highlighted.

  • Rows grouped into Housekeeping, General tasks, and Issues, broken down by task type, with counts per day (In the photo, you can see Housekeeping Tasks only).

  • A daily Total row and a daily Credits row.

  • A Task Distribution donut chart summarizing the mix of work.

(The Credits row reflects cleaning effort — see the Credits article for what credits are.)

Date range and filters

  • Date range — presets include Today, Yesterday, This month, and Next week (the report defaults to This month), or choose a custom range.

  • Task type and status filters to focus the view.

  • Export to Excel from the top-right toolbar.

Tip: use the Next week preset to see what's coming and staff accordingly.

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