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Report: Tasks by Groups - Reader Groups

Description

Provides details about the selected reader groups' assigned reading tasks. You can choose to include only those tasks that are incomplete, overdue, or completed.

Available to users with the following roles or permissions:

Manager, Report Manager, Administrator

How to Generate

Click Reports.
Click Tasks by Group, and then click Reader Groups.

Do any of the following:

In the Departments tab, click the Departments or Department Groups bar, and then select one or more items.

Click the Job Titles tab, click the Job Titles or Job Title Groups bar, and then select one or more items.
Click the Readers tab, and then select one or more reader groups.

Important:

Be aware that selecting a group in a Tasks by Group report has a different effect than selecting a group in a Tasks by User report. This report lists documents and questionnaires to which specific reader groups have been assigned. Documents/questionnaires assigned only to individual readers will not be included, even if the individual readers happen to be members of the selected reader groups.
Unlike when selecting writers, reviewers, and approvers, when selecting readers, you can also select departments, department groups, job titles, and job title groups. That is because each of these entities is treated as a group when making reader assignments, whereas selecting any of these entities for writers, reviewers, or approvers simply facilitates adding multiple users at once.

All options available for this report are displayed on the left. Notice that the number of currently selected groups is displayed after the Groups option, which you can click anytime to change your user selection.

Note: If you change your group selection after clicking View Report, click View Report again to refresh the report contents.

(Optional) Click Arrangement. By default, the group sort order in the report is ascending. To reverse the sort order, click the Group Name column header.

(Optional) Click Detail Options, and then select any of the following:

Document Details: Adds statistics about each document and questionnaire listed in the report.

Assigned Categories: For each document/questionnaire listed in the report, adds a list of assigned categories.

User Details: Adds the list of users in each reader group.

Change Summary: For each document/questionnaire listed in the report, shows the comments added by the document owner upon submitting the document for review or approval.

Document Owner: For each document/questionnaire listed in the report, adds the document owner's name, site, and department.

(Optional) Click Task Options, and then do any of the following:

Click a single task status (overdue, incomplete, or complete) or click Incomplete & Complete Tasks.

If you select Only Complete Tasks or Incomplete and Complete Tasks, the Date option appears.To show only the selected tasks that fall within a certain date range, click Date, select a date range, and then click OK. If you click Custom Range, also type or select From and To dates, and then click OK.

(Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.

(Optional) To save the current group selections and option settings for future use, click , type a name and description, click Save and Close, and then click OK.

Note: To access a saved report, click Reports, and then click My Saved Reports.

Click View Report.

If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.