Reporting

Overview

The Reporting page gives Admin and Root users a data-driven view of account activity. Reports can be filtered by date range (including a custom range) plus report-specific filters — member, project, or status — and exported to CSV. There are seven core report types; three require the teams_enabled flag. When projects_enabled is also on, two additional project reports appear — see Projects & Costing. Data reflects the current state of the account in real time.

Requires: reporting_enabled feature flag.

Permissions

Action	User	Admin / Team Admin	Root
Access Reporting page	✗	✓	✓
View reports	✗	✓ (team-scoped when teams on)	✓ (all)
Export CSV	✗	✓	✓

Admin scoping: When teams_enabled is on, Admins only see data for members in their own team(s). When teams_enabled is off, Admins see all members — the same as Root. Custom roles with reporting access follow the same scoping rules.

Report types

Member Activity

Shows a row per member with:

Team (shown when teams_enabled is on)
Total tasks completed in the selected period
Points earned (shown only when points_system is on)
Number of lists assigned to them
Date of their last activity

List Summary

Shows a row per task list with:

List title, creator, and their team (shown when teams_enabled is on)
Current status (Active / Archived)
Total items and completed items (with a progress bar)
Due date and creation date

Task Completions

Shows a row per completed task item with:

Item title and the list it belongs to
Who completed it and their team (shown when teams_enabled is on)
Completion date
Points awarded (shown only when points_system is on)

Points Ledger

Visible only when points_system is on.

Shows every point transaction across the account:

Member name, transaction type, point value, and date

Transaction types include task completions, reversals (COMPLETED → TODO resets), store redemptions, and store refunds.

Team Performance

Visible only when teams_enabled is on.

Shows a row per team with:

Member count
Total tasks completed in the selected period
Points earned (shown only when points_system is on)
Number of lists the team’s members are assigned to

Useful for comparing output across teams at a glance.

Team Member Breakdown

Visible only when teams_enabled is on.

Shows per-member stats grouped by team. An optional team filter — displayed as inline pill buttons above the table — lets you drill into a single team. Selecting a pill filters the report to that team; selecting it again (or selecting “All Teams”) clears the filter. Columns mirror Member Activity but always include the team name.

Unassigned Members

Visible only when teams_enabled is on.

Shows members who are not in any team. Same columns as Member Activity. Useful for identifying members who haven’t been added to a team yet.

Filters

Every report can be narrowed by date range. Most reports also offer a report-specific filter relevant to their data. Filters combine with the current date range.

Date range

Preset	Period covered
Last 7 days	Rolling 7-day window ending today
Last 30 days	Rolling 30-day window ending today
Last 90 days	Rolling 90-day window ending today
This month	Current calendar month
Last month	Previous calendar month
Custom	Pick your own start and end dates

Selecting Custom reveals two date pickers for an exact start and end date.

Report-specific filters

Each report shows only the filters that apply to it:

Report	Filter
Member Activity, Task Completions, Points Ledger	Member — limit to one member
List Summary	Status — All, Active, or Archived
Project Summary, Project Costing	Project — limit to one project
Team Member Breakdown	Team — limit to one team

Filters always respect your access: an Admin scoped to their own team(s) can only narrow within the members and data they can already see — a filter can never widen that scope.

Sorting and CSV export

Clicking any column header sorts the report by that column. Clicking again reverses the sort direction. The current sort order is preserved in the CSV export.

The CSV download button exports the currently filtered, sorted data as a .csv file named ziptask-{report-type}-{date}.csv. On mobile, the file is shared via the native share sheet.

Support notes

If the Reporting nav item is missing for Root or Admin, check that reporting_enabled is on in Account → Settings.
Admin scoping only activates when teams_enabled is on. Without teams_enabled, Admins and Root see identical data.
If an Admin sees no data, they may not be a member of any team. Add them to a team via the Teams page.
Team reports (Team Performance, Team Member Breakdown, Unassigned Members) only appear as tab options when teams_enabled is on.
The Points Ledger report only appears as a tab option when points_system is on.