How to get the most out of the Uku Report
The Uku Report is your business analytics hub for tracking task progress, monitoring team workload, and reviewing client work. Save custom report views to quickly access the data you need without re-applying filters each time.
Who can do this
All Uku users can access Report
Managers and admins can view reports for all team members
Members can view their own reports (visibility depends on account permissions)
Save your most important report views
We highly recommend saving your most important Report views as default views. See how to save a report here. This helps you navigate Uku quickly without setting filters each time. Once saved, you can select your report from the predefined report menu.
How to monitor Annual Accounts progress
You have two options to track all Annual Accounts (or other one-off project) tasks:
Use Uku projects to manage one-off projects and track their progress in the Projects Overview tab. Learn more about how to use Uku projects.
Use Uku tasks for project setup and monitor the progress in Report.
Setting up Report tracking for Annual Accounts
Create a Topic called "Annual accounts" and assign it to all Annual Accounts tasks.
Optionally, create a task Custom Field called "Annual accounts" with the field type Choice. Define your process steps (e.g., "Not started," "In progress," "Submitted") as choice options.
Add that custom field to all Annual Accounts tasks.
Verify that all clients who requested the service have Annual Accounts tasks created, with correct start dates, due dates, and the topic assigned.
Open Report and set the following filters:
Date range: from the start until the end of the year (or any period you need)
Topic: "Annual accounts"
Task status: all tasks (regardless of status)
Switch to the Tasks tab.
Add the Annual accounts column to the report view.
Save this report for future use.
You now have a full list of all Annual Accounts reports you need to submit. You can see the status of each task and whether any are overdue.
Tip: Always save your report after configuring it. This avoids having to re-apply filters and column selections each time.
How to monitor your personal task progress this month
You can filter your tasks on the Dashboard and in Report. In both cases, you can save your filtered view as a default.
On the Dashboard, filter tasks by status to get a quick overview.
In Report, create a custom view to track your progress in detail:
Open Report and set the following filters:
Date range: "This month"
Member: select yourself (or a colleague to track their progress)
Task status: "All tasks" to see tasks in all statuses
Switch to the Tasks tab.
Save your report for easier future reference.
How to monitor tasks due this month
In Report, create a custom view to show all tasks for yourself or a team member in a given period.
Open Report and set the following filters:
Date range: "This month" or any other period
Member: select yourself or a colleague
Task status: "All tasks" to see tasks in all statuses
Switch to the Tasks tab.
Save your report for easier future reference.
How to monitor a client's task progress this month
You can filter for all tasks that need to be completed for a specific client in Report.
Open Report and set the following filters:
Date range: "This month"
Client: select the client you want to review
Task status: "All tasks" to see tasks in all statuses
Switch to the Tasks tab.
Save your report for easier future reference.
Tip: You can also use a similar approach to filter for work done by clients in the same Client Group.
You now have a full list of work that needs to be completed for a specific client. You can later use this as proof of completed work.
How to get an overview of work done for clients
To see a monthly or quarterly overview of work done for your clients, complete the following setup.
Create all Custom Fields you need to track different types of work your team does. Examples:
Purchase invoices
Sales invoices
Employees (count for salary calculations)
Other transactions and documents you count
Assign these custom fields to the corresponding tasks and have your team enter the count of transactions.
Open Report and set the following filters:
Date range: the period you want to review (this month, last month, etc.)
Task status: "All tasks"
Add columns to the report to display the custom field values.
Optionally, filter by Client Group to narrow results.
Save your new report for future use.
Troubleshooting
Saved report shows no data: Check that your date range and task status filters are correct. A saved report retains the exact filters from when it was created, so a filter set to "This month" from a previous month will show nothing for the current month.
Custom field columns are empty: Verify that the custom fields have been assigned to the relevant tasks and that team members have entered values. Custom fields only appear in the report if they are both created and populated on tasks.
Cannot see a colleague's tasks in Report: Your account permissions may restrict you to viewing only your own data. Ask your admin to adjust your visibility settings.
Annual Accounts tasks are missing from the filtered view: Confirm that the "Annual accounts" topic is assigned to every relevant task and that the start and due dates fall within the selected date range.