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Action Report (with Additional Info)

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Action Report that Displays Additional Info

This report can be generated for Multiple Actions based on org structure, Action Status, Action Category, Responsible, related Forms, Hierarchy f Controls, and a date filter.

Navigation

  1. Select the Reports tab in the navigation bar
  2. Select Standard Reports
  3. In the Select Report section, locate Action Report (with Additional Info) from the drop down
  4. Section 2: Select filters you need displayed on report
  5. Section 3:
    1. Choose file type format for report: pdf, word, or excel
    2. Select how you would like data to be sent to you: Download to PC, fax, or mail
  6. Click the Generate Report icon for report to be sent

Report Layout

The report layout displays in 4 sections from top to bottom:

  1. Filters Selected
  2.  Overall stats (% completed, #s open, closed, and verified)
  3. 2 graphs:
    • Bar graph of actions Completed vs. Overdue by Date Filter
    • Pie graph of Responsible Parties
  4. Listing of all actions included in the report

Report Filters

cmo-actionreportadditionalinfo-1.png

Report Sample

cmo-actionreportadditionalinfo-2.png

What's Next

 

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  1. Article type
    How-to
  2. Tags
    1. Action Report
    2. Additional Info
    3. Category
    4. Reports
    5. Responsible
    6. Status