Task
Task status and performance.
Reports
Open Task, Billing, Employee, Client, HRMS, Lead, and Document Vault reports from one Reports area.
- Task
- HRMS
- Client
- Billing
What Reports covers
The Reports area in Partner Desk is grouped into these sections.
Billing
Revenue, requests and tax.
Employee
Activity and productivity.
Client
CRM and client reports.
HRMS
HR, timesheet and payroll.
Lead
Lead and marketing funnel.
Document Vault
Vault usage reports.
Key reporting capabilities
Report names shown in each Partner Desk Reports section.
Task
Task status and performance.
- Daily Task
- Monthly Task
- Detailed Task
- Task Planing
- Task Status
- Yearly Status
- Task Employee Status
- Employee Wise report
- Task Profit/Loss Reports
- Task Cost Report
- Task Involvement
- Task Completed Report
- Task Unbilled Report
- Task Feedback
- Grouped WIP Summary
- Recurring Tasks
- Task Efficiency
- Task Funnel
Billing
Revenue, requests and tax.
- Daily Revenue
- Monthly Revenue
- Annual Revenue
- Detailed Revenue
- Daily Income
- Monthly Income
- Detailed Income
- Net Outstanding
- Ageing Report
- Aged Receivables
- TDS Report
- Expense Report
- Billable Time
- Service Request Detailed
- Ongoing Service Request Summary
- Service Wise Service Request
- Temp Service Request
- Employee Wise Service Request
- Tax Report
Employee
Activity and productivity.
- Employee Activity
- Employee Activity Dashboard
- Employee Costing
- Employee Not Logged In
- Employee Efficiency
- Employee Detail
- Employee Expense Effort
- Employee Feedback
Client
CRM and client reports.
- Monthly New Client
- Client Status
- Client Interaction
- Client Detailed
- Deleted Report
- Client Profit Loss
- Client Expense Effort
- All Feedback
- Client Profitability
HRMS
HR, timesheet and payroll.
- Attendance Summary
- Detailed Attendance
- Employee-wise Attendance
- Month Wise Attendance Summary
- Team Wise Planning
- Team Wise Revenue
- Team Incharge Report
- Probation Period
- Detailed Timesheet
- Timesheet with Attendance
- Timesheet without Attendance
Lead
Lead and marketing funnel.
- Active Leads Report
Document Vault
Vault usage reports.
- DSC Report
- Client Password
- Resource Tracking
- Space Usage
How reporting fits into your practice
Reports read the work already kept in CA Cloud Desk.
-
1
Work happens in modules
Tasks, billing, employees, clients, HRMS, leads, and documents are recorded in their own modules.
-
2
Status and data stay visible
Each module keeps the records those reports are built from, such as task status, attendance, and billing entries.
-
3
Open a report
Choose a Reports section and open the report you need.
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4
Use it for follow-up
Review the result for workload, collections, attendance, client activity, or document use.
See your practice more clearly
Review task, billing, employee, client, HRMS, lead, and document reports from one Reports area.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
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