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Action Trend Report

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Action Trend Report

This is a report that is generated for Multiple Actions based on org structure, Action Status, Action Category, Reporter, related Forms, and a date filter. 

Navigation

  • Go to the Reports module in the navigation bar
  • Select Standard Reports
  • Locate the Action Trend Report report from the drop down

Report Layout

The report layout displays in 3 sections from top to bottom:

  1. Graph of number of actions by month
  2. Count of actions by month
  3. List of all actions

Report Filters

2018-07-25_ClientSuccessPortal_ActionTrendReport_1.png

Report Sample

2018-07-25_ClientSuccessPortal_ActionTrendReport_2.png

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