Difference between revisions of "Action List Report"
From Charitylog Manual
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| − | The Action List Report, as its name suggests, reports on Actions. It's one of the few reports in | + | The Action List Report, as its name suggests, reports on Actions. It's one of the few reports in the system which will allow you to report on incomplete Actions as well as completed Actions (Contacts). |
The most common use of the Action List Report is to monitor staff workloads and monitor staff performance. | The most common use of the Action List Report is to monitor staff workloads and monitor staff performance. | ||
Revision as of 08:50, 6 August 2018
Location in standard build: Reports Tab > "General" section > Action List
The Action List Report, as its name suggests, reports on Actions. It's one of the few reports in the system which will allow you to report on incomplete Actions as well as completed Actions (Contacts).
The most common use of the Action List Report is to monitor staff workloads and monitor staff performance.
Filters
You can filter your report by:
- Start Date and End Date - because this report is based on Actions, these always refer to the "date due" of the Action, even when you're reporting on completed Actions.
- All Actions or Incomplete Only? - choose from all, complete only, or incomplete only.
- Project
- Staff Member To Be Done By
Output options
- Sort Order - you can sort the output by the due date, the user that was nominated to do the Action, the user that created the Action, or the name of the organisation/person to whom the action relates.
Rob Kay - manual author (talk) 15:39, 7 June 2017 (BST)
