Tasks by User - All Tasks Report

The Tasks by User - All Tasks report contains information about all assigned tasks for the selected users. You can choose to include incomplete and complete tasks as well tasks in upcoming levels.

Important: contact NAVEX Customer Support by submitting a request in the Community

Generate the report

In the navigation pane, click Reports, and then expand Tasks by User.
Click Tasks by User - All Tasks.
Select the users you want to include in the report, and then click OK. . If needed, you can filter the user list by selecting a role in the Roles field.
- All options available for this report are displayed on the left. The number of currently selected users is displayed after the Users option, which you can click anytime to change your user selection.
Note: If you change your user selection after clicking View Report, click View Report again to refresh.
(Optional) To limit the users included in the report to only those with tasks assigned to specific content items, click Content, and then select the applicable options for those items.
(Optional) Click Task Options, and do any of the following:
- Select Incomplete - Overdue to include only those of the currently selected users with incomplete and overdue task assignments.
- Select Incomplete - Not Overdue to include only those of the currently selected users with incomplete and not overdue task assignments.
- Select Complete to include only those of the currently selected users with complete task assignments.
- Select Skipped to include information about assigned reading/completion tasks that were skipped because they were not completed before the specified task end date.
- Select Upcoming to include information about tasks assigned in a subsequent level in the currently active workflow status. For example, if a selected document has three approval levels and is currently in level 1 of the Approval status, selecting Upcoming would also include information about tasks assigned to approval levels 2 and 3.
- To filter content items to only those within a specific date range, click Choose a date, and then click Date Completed or Date Assigned (the date when an assigned task was completed or assigned). The default date range is the last 30 days from today's date. To change this setting, click , select a different preset date range, and then click Apply. If you select Custom Range, also select a start and end date, and then click Apply.
- Select Show optional tasks to include information about complete, optional reading tasks, where selected users marked documents as read even though they were not assigned reading tasks for those documents.
- By default, tasks excluded because you are or were on leave of absence are not included in the report. To change this setting, click after Hide Excluded Tasks, and then select Show All Tasks or Show Excluded Tasks Only.
Click View Report.
In the Layout menu, select Task Type, Task's Status, Start/Publication Status or Disclosure View.
- Select Task Type to display by the types of task assigned to the selected users.
- Select Task's Status to display data by whether the assigned tasks are incomplete or complete.
- Select Start/Publication Status to display data by the workflow status of the content items for which the selected users have task assignments.
- Select Disclosure Overview to only display disclosures. The Data Type and Outcome columns contain disclosure specific data.
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.

Note: If you created custom attributes, the data associated with those attributes appears in the report as column names with the format User [custom attribute name] or Owner [custom attribute name]. For example, if you added a custom attribute named Hire Date, the corresponding column available in this report will be named User Hire Date or Owner Hire Date.

Assigned Proxy Author	Date Archived	Owner Site	Tasks: Read/Complete
Assigned Proxy Department	Date Assigned	Owner Employee ID	Tasks: Reviewer
Assigned Proxy Email	Date Completed	Proxy User	Tasks: Submit for Review
Assigned Proxy Site	Date Last Submitted	Recurrence	Tasks: Writer
Assignee Task End Date	Date to Archive	Reference #	Time Spent
Campaign	Date User Started	Review Interval	Title
Complete Tasks	Days in Current Cycle	Start/Publication Status	Total Days in Workflow Step
Content Approval Date	Days Until Due	System Date Approved	Total Sessions
Content Creation Date	Due Date	Task Action	User
Content Effective Date	Due Status	Task Completed by Proxy	User Department
Content Language	External Review Date	Task Completed with Enhanced Validation	User Email Address
Content Next Review Date	Incomplete Tasks	Task is Compliance	User First Name
Content Start/Publication Date	Last Reviewed Date	Task Paused	User Job Title
Content Version	Original Creation Date	Task Type	User Last Name
Current Cycle	Outcome	Task's Cycle	User Number Two Attribute
Current Level	Owner	Task's Level	User Preferred Language
Data Type	Owner Department	Task's Status	User Site
Date & Time Completed	Owner Number Two Attribute	Tasks: Approver	User Unique Employee ID

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 grid, create a custom layout to save your changes for future use. See Working with Custom Layouts) for detailed instructions.
To save the current selections of the report, click , type a name and description, and then click OK.
Note: To access a saved report, click Reports, and then expand My Saved Reports.
(Optional) To print or save the current report results, refer to Printing Report Results for detailed instructions.

Note: If dashboards are enabled, a widget (compact view) is automatically created for the report. If personal dashboards are enabled, you can add the report widget to My Dashboard. If the Home dashboard is enabled and you are a global or site administrator, you can add the report widget to the system-wide or site dashboard.