Extended Reports

What this solution does

The 'Extended Reports' module enhances the standard reporting functionality in Bitrix24. The generated report displays all tasks completed by an employee during the day, the plan for the next day, time intervals for switching between tasks, comments on all included tasks, as well as the history of all incoming and outgoing calls, meetings, and CRM deals for the reporting period.

The module facilitates effective personnel management. Employees monitor current tasks and create a work plan for the following day. Line managers receive a complete overview of their subordinates' activities across tasks, CRM, and the Bitrix24 calendar. This enables them to clarify details regarding specific tasks or deals and adjust task priorities for the next day based on the employee's plan.

Department heads and top management view consolidated information for their departments and can monitor each employee's performance. The access control system allows the CEO to view reports at the level of departments, subdivisions, and individual employees. Report generation is performed automatically.

The 'Extended Reports' module automatically generates work reports by including all tasks, deals, calls, and meetings associated with an employee. Text comments can be added manually, for instance, to explain deviations from the plan. This eliminates the need for manual text-based reporting and saves time on recalling daily activities.

Information remains accurate as it captures real data: tasks worked on, time spent, and results achieved. Managers can navigate directly from the report to the details of any event or deal without searching the entire portal.

Unlike standard reports, this module displays all entities an employee interacted with during the day. This includes the count of incoming and outgoing calls with the ability to listen to recordings, the number of emails sent, and the list of deals worked on.

The module functionality is divided into five main sections: Report, Plan, Timeline, Comments, and Chronology.

Extended Reports automatically generate a daily activity summary for each employee. The report includes all completed tasks, participation in meetings, deals, contacts, calls, and correspondence. Employees can add a text comment to their report. Managers can view the report during the working day even if the employee has not submitted it.

The plan for the next day is populated with upcoming tasks. Users can manually add a task to the plan directly from the report interface or create a task or event from a list or entity card. Managers track employee workflow dynamics, see the schedule for the next day, and adjust tasks if they are no longer relevant.

The timeline displays time spent switching between tasks throughout the day. This metric represents the interval between the completion of one task and the start of the next, helping to identify unaccounted time.

The Comments section aggregates all discussions related to tasks, posts from the news feed, calendar events, ideas, and comments from CRM. Users can review the conversation history immediately and join the discussion if questions arise.

Compatible with Bitrix24 versions.

The 'Extended Reports' module is compatible with all editions of the on-premise Bitrix24 version. Installation is performed automatically using standard platform tools and requires no complex configuration. Report data is stored exclusively on your Bitrix24 server, ensuring access is limited to the system owner. If needed, the module's functionality can be extended or integrated with external systems.

If “Extended Reports” fits the task, General iT can install the module, configure it and verify the result in the project.