Owner - Periodic Review Tasks Report
The Owner - Periodic Review Tasks report shows the status of your periodic review tasks. You can choose to include tasks that are overdue or due soon.
Generate the report
- In the navigation pane, click Reports, and then expand My Tasks & Assessments.
- Click Owner - Periodic Review Tasks.
- (Optional) In the Task Options pane, Overdue and Due Soon are selected by default. Click to clear the Incomplete or Complete check box to exclude that information.
- Click View Report.
- In the Summary pane, you can apply a chart type and change filters, see Working with the Report Summary Pane for detailed instructions.
- In the Data pane, click to expand the headings (groupings) to view all report data.
- (Optional) In the Data pane, click
, and then click Show/Hide Columns to select or clear column check boxes that you want to include in the Data pane. The following list includes the names of the available columns.Assigned Proxy Author Content Start/Publication Date Due Date Owner Department Assigned Proxy Department Content Version Due Status Owner Site Assigned Proxy Email Current Cycle External Review Date Owner Unique Employee ID Assigned Proxy Site Current Level In Progress Status Recurrence Assignee Task End Date Date Archived In Progress Title (Version) Reference # Content Approval Date Date Assigned Last Reviewed Date Review Interval Content Creation Date Date Last Submitted Localization Original's Title System Date Approved Content Effective Date Date to Archive Localization Type Task Action Content Language Days in Current Cycle Original Creation Date Title Content Next Review Date Days Until Due Owner Total Days in Workflow Step - Customize the Data pane to show only the data you need in the way you want it represented, see Working with the Report Data Pane for detailed instructions.
- (Optional) After setting up the Summary pane and Data pane, create a custom layout to save your changes for future use. See Working with Custom Layouts for detailed instructions.
- To print the current report results, see Printing Report Results for detailed instructions.
Product Information
Copyright
This publication was written and produced at NAVEX Global, Inc., Lake Oswego, Oregon. This publication or any portion thereof is confidential and/or proprietary and may not be reproduced or used in any manner whatsoever without the express written permission of NAVEX Global, Inc.
Copyright © 2024 NAVEX Global, Inc. NAVEX Global® is a registered trademark/service mark of NAVEX Global, Inc. The NAVEX Global® logo is a trademark/service mark of NAVEX Global, Inc. Unauthorized use of NAVEX Global, Inc.’s trademarks/service marks is strictly prohibited without prior written permission from NAVEX Global, Inc.