---
title: How to Run a Perform Task Report
description: perform task report
---

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# How to Run a Perform Task Report

## Learn how to run a Perform Task Report to track task completion across individuals, teams, locations, and more.

The **Perform Task Report** is one of four reporting tools available in Ausmed Perform. It allows you to see all completed, open, or overdue performance tasks—such as meetings and self-assessments—within any selected timeframe or review program. This report is essential for managing performance workflows and presenting outcomes to auditors, stakeholders, and leadership teams.

---

### **Who it applies to**

- Organisation and Team Managers with reporting access in Ausmed Perform
- Admins overseeing review programs, compliance or people analytics

---

### **In this article**

- [Accessing Reports](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-task-report#accessing-reports)
- [Filter Options](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-task-report#filter-options)
- [Understanding the Results](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-task-report#understanding-results)

#### **Accessing Reports**

To run the **Perform Task Report**:

1. Go to the top navigation menu and select **Perform**.
2. Click **Reports**.
3. Choose **Perform Tasks** from the list of available report types.

---

#### **Filter Options**

You can filter the report using a range of fields to tailor it to your needs:

- **User, Team, Job Role, Location, or Manager:** Filter by individual or group to focus your analysis.
- **Review program:**Choose from the list of programs you’ve created for your Organisation
- **Activity Type:** Narrow down to specific task types like *Self-Assessment* or *Meeting*.
- **Date Range:** View tasks by when they were:
  
    - Due (e.g., "Next 365 days", "Last 7 days")
    - Completed
    - Opened
    - Any custom date window

---

#### **Understanding the Results**

Once your filters are set, click **Run Report**. You'll see a table of tasks with key information:

| **Column** | **Description** |
| --- | --- |
| **Task Title** | The name of the activity (e.g. Annual Review Meeting) |
| **Type** | Self-Assessment or Meeting |
| **Status** | Open, Completed, Overdue |
| **User & Manager** | Who the task was assigned to and who it's managed by |
| **Dates** | Open, Due, and Completion Dates |

Tasks are automatically grouped by default into categories such as:

- Review program
- Activity
- User
- Manager
- Team
- Location
- Job Role

This makes it easy to answer questions like:

- “Which tasks are still open under Manager X?”
- “Which teams are falling behind on annual reviews?”

You can also click into specific tasks (if your permissions allow) to view their full content and any responses.

---

#### **Tips**

- **Permissions Matter:** Your ability to view, open, or export certain data will depend on your assigned role.
- **Group Data Efficiently:** Use the grouping options to quickly identify patterns—for example, overdue tasks by job role.

 

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