Difference between revisions of "Action List Report"
From Charitylog Manual
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* '''Staff Member To Be Done By''' - Either select 'Own Actions' to produce a report on your actions or select the users you wish to include. | * '''Staff Member To Be Done By''' - Either select 'Own Actions' to produce a report on your actions or select the users you wish to include. | ||
* '''Sort Order''' - Specify the display order of the report. | * '''Sort Order''' - Specify the display order of the report. | ||
+ | |||
+ | Click the 'Display in Browser' button to run the report. At the bottom of the page you will find the [[Blue Folder Lookup]] link [[Icon_bluefolder.png]]. |
Revision as of 09:08, 11 September 2018
The actions list report produces a printable version of a users actions, outstanding and completed. This is a useful tool for supervisors and managers to look at work allocations and overdue actions.
- Start Date - Enter the start date of the period you wish to report on, this searches from the Due Date.
- End Date - Enter the end date of the period you wish to report on, this searches from the Due Date.
- All actions or Incomplete Only? - Select the status of actions you wish to report on.
- Project - Select to include all projects or a selected project.
- Staff Member To Be Done By - Either select 'Own Actions' to produce a report on your actions or select the users you wish to include.
- Sort Order - Specify the display order of the report.
Click the 'Display in Browser' button to run the report. At the bottom of the page you will find the Blue Folder Lookup link Icon_bluefolder.png.