Task Completions Report

Audit and export all your tasks and medications for a chosen timeframe in one place, essentially like a bulk-MAR chart.

The task completions report enables office staff to audit and export the different tasks and medications across a timeframe, alongside their status and comments.

Running the report

To run a task completions report:

  1. Choose Reports in the main navigation
  2. Select the report Type as Task Completions
  3. Choose a timeframe for the report
  4. Pick the teams from the dropdown
  5. Click View Report in the bottom right

When are task and medications considered "complete"?

A task or medication is considered complete when the task has a task completion status recorded against it.

Although this can mean the carer completed the task themselves, it can also mean the client refused, the family completed the task for the carer, the office staff manually reconciled the task, or a fair few other situations happened too.

Tasks and medications will appear in this report even if they are not considered "complete" yet too, but they simply won’t have a task completion status recorded against them or any comments.

Read more about task completion statuses here: Task Completion Statuses.

Is this the right report?

There are four similar reports available in your environment

  • Task Completions Report shows both tasks and medications
  • Task Completions (Optimised) Report has similar columns but faster
  • Medication Completions Report only shows medications
  • Task Audit Report shows if each medication passed or failed the audit

Read more about report optimisations and the other types of reports available inside your CareLineLive environment here: Reports.

Groups

In the top left, you can choose a Group. By default, this will be Client, meaning the report will group the tasks and medications into one simple list for each client. If you’d prefer one list for each day, choose the Date grouping strategy instead.

Filters

At the top, there are three filters you can click to open:

Clients Filters

Here, you have four options to filter down the tasks and medications listed based on characteristics of the client who received the task or medication:

  • Client – only show for one client’s tasks and medications
  • Service Contract Type – only show for clients on one service contract
  • Has Active Service Contract – either show active or inactive clients
  • Client Type – typically, private or social services clients

Carers Filters

Here, you have one option to filter down the tasks and medications listed based on which carer administered or performed the task or medication.

Tasks Filters

Here, you have three options to filter down the tasks and medications listed based on properties of the task or medication that was administered or performed:

  • Type – either show just tasks or just medication tasks
  • Prompted – only show tasks/medications with a completion against it, or not
  • Task Completion Status – only show tasks/medications that were completed with one or multiple specific task completion statuses

Refreshing

If someone completes a task or medication, updates their comment, edits the client or carer's name, or changes the task completion status of a task or medication, please click the Refresh button on the right to retrieve the latest data.

Exporting

You can export the task completions report to PDF to send off. As of December 2025, you can export the task completions report to Excel for further analysis too.

Columns

The task completions report consists of nine columns, where each row is one task or medication that may either be completed or not:

  • Date – This is in the format of day, date month year, such as Fri, 19 Jun 2026
  • Time of Day – These can be configured in Settings → Calendar → Time of Day
  • Time – This is in the window of time it must have been completed within
    • If the time spans two times of day, it will always show the first time of day
  • Type – A clipboard is for tasks while a medical packet is for medications
  • Task – This is the instructions given to the carers for this task or medication
  • Status – This either shows the current task completion status for this task or medication, or “Incomplete” if no task completion status has been provided yet
  • Carer(s) – A list of any carers inside the booking this task should be completed in
  • Amount – This is the dosage or amount given/administered/provided, if provided by the carers
  • Comments – These are any comments provided by the carers
    • Some task completion status may require a comment to be written

How can I complete incomplete tasks?

The carer must complete both tasks and medications in the carer companion app, or the office staff must manually reconcile just medications in the Interactive eMAR in each client’s record or manually reconcile both tasks and medications in the Task Reconciliations area within the management portal.

As of May 2026, you can also run a task audit report to see which medications passed and failed a task audit.