Reporting Workflows
Use Reports as part of a daily, weekly, project, CRM, or sales review so the numbers lead to clear next actions.
Reports are most useful when you use them to answer a specific question. Instead of opening every tab every time, start with the review you are doing, choose the right tab, apply the right filters, and follow the numbers into the tasks, projects, or CRM records that need attention.
This article does not replace the individual report guides. It shows how to combine them into repeatable review routines.
What you can do
Run a daily task review
to decide what needs attention today
Run a weekly project review
to spot stalled work and health changes
Review CRM activity
to understand relationship momentum
Review sales performance
to check outreach, meetings, proposals, and revenue
Export the right view
when you need to share or archive a snapshot
How to open Reports
- Sidebar: Open Reports.
- Dashboard: Use Dashboard widgets that link into reporting context, such as project, focus, status, and activity widgets.
- Command palette: Press ⌘+K or Ctrl+K, then search for Reports.
Things worth knowing
Start with the question
Pick the report based on the decision you need to make:
| If you need to know... | Start with |
|---|---|
| What task work moved recently | Tasks Report |
| Which projects need attention | Projects Report |
| How your CRM data is growing | CRM Analytics Report |
| How sales activity is performing | Sales Performance Report |
| What the current filters mean | Reports Filters and Export |
Daily task review
Open the Tasks tab when you want to decide what needs attention today. Review task totals, status distribution, priority distribution, task categories, and Focus Mode stats for the selected period.
Useful checks:
- Are too many tasks still active?
- Are high-priority tasks moving?
- Did Focus Mode sessions produce completed work?
- Do personal, project, or CRM task counts need different follow-up?
After reviewing the numbers, click through to the relevant task list or open the matching task view for deeper triage.
Weekly project review
Open the Projects tab when you want to understand portfolio progress. Use it to compare active projects, review project task status, and find projects that need a closer look.
Useful checks:
- Which projects are progressing?
- Which active projects have too much unfinished work?
- Do archived projects need to be included for historical context?
- Should a project be reviewed in its full project page?
For deeper project health, open the project itself and review health, progress, milestones, goals, metrics, and time tracking.
Reports show the portfolio; projects show the detail
Use Reports to spot where to look. Use the project page to decide what to change.
CRM review
Open CRM Analytics when you want relationship-level context: contact growth, company mix, activity trend, and this-month comparison. This helps you understand whether your CRM is growing and whether activity is happening consistently.
Use Sales Performance when you want sales-specific outcomes such as calls, emails, meetings, demos, proposals, revenue, and funnel movement.
CRM reporting appears when CRM is enabled for the active Space. CRM and sales reporting are part of the Pro tier. See License Settings.
Focus review
Focus Mode stats appear in the Tasks report. Use them when you want to review whether focused sessions are translating into completed work.
For a day-to-day view, use Dashboard focus widgets. For the reporting view over a selected period, use the Tasks report.
Export workflow
When you need to share or archive a report, first set the filters to match the review you are doing. Then export the current tab as either a CSV or a PDF. Pick CSV when you want to work with the numbers in a spreadsheet, and PDF when you want a page-formatted snapshot to share or print. The PDF picks up your date and time settings from Settings so dates read the same way as in the app.
Exports reflect the current tab and current filters. If you need several views, export each tab separately after confirming its filters.
Dashboard and Reports answer different questions
Dashboard is for live orientation: what needs attention now. Reports are for review: what changed over a period, what patterns stand out, and what should be followed up.
Use Dashboard first when you are starting work. Use Reports when you are reviewing a day, week, project portfolio, or CRM pipeline.
Common questions
"Should I start from Dashboard or Reports?"
Start from Dashboard when you need a live command center. Start from Reports when you are reviewing a period of work or preparing a summary.
"Which report should I use for a weekly review?"
Use Tasks for completed and active task work, Projects for portfolio movement, CRM Analytics for relationship activity, and Sales Performance for sales outcomes.
"How often should I export reports?"
Export when you need to share a snapshot, archive a review, or compare numbers outside PrimeTask. For normal day-to-day work, filters and click-through are usually enough.
"Why do the report numbers differ from Dashboard widgets?"
Dashboard widgets focus on the current state and immediate attention. Reports use selected time ranges, filters, and tab-specific logic. Use each one for its intended purpose.
"Can I make one export with every report?"
Each tab exports separately. Set filters, export the current tab, then switch tabs and repeat for any other view you need.
"Why don't I see CRM or sales reporting?"
CRM reporting depends on CRM being enabled for the active Space and requires Pro. Review CRM Settings and License Settings.
Where to go next
| If you want to… | Read this |
|---|---|
| Understand the Reports page | Reports Overview |
| Review task activity | Tasks Report |
| Review project progress | Projects Report |
| Review CRM growth | CRM Analytics Report |
| Review sales activity | Sales Performance Report |
| Export reports | Reports Filters and Export |