You are here:

Report: Tasks by User - All Workflow Tasks

Important: This report has been superseded by the Tasks by User - Current and Tasks by User - All Tasks reports. Because this report will be removed from PolicyTech in a future release, we strongly recommend using the next-generation reports instead. See Transitioning to Next-Generation Reports for help.

Description

Provides details about all of the selected users' assigned 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Click Superseded Reports, and then click All Workflow Tasks (Tasks by User).

Select the users you want included in the report (see Selecting Users for help).

Note: The default selection is the Users tab, which lets you search for users and add them one at a time. To add multiple users at once, use the Departments or Job Titles tab.

All options available for this report are displayed on the left. Notice that 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 the report contents.

(Optional) To limit the selected users to only those assigned to specific documents or questionnaires, click Documents, and then select documents/questionnairs in the same way as you would for a document-based report (see Selecting Documents for help)..

(Optional) Click Arrangement and do any of the following:

To change the default report columns, click Show/Hide Columns, and then select or click to clear check boxes.

Note: The Duration column shows how many days an incomplete task has been assigned or how many days it took to complete a task.

By default, the user sort order in the report is ascending by last name. To change what the users are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.

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

Include Document Details: Shows the tasks associated with each document or questionnaire in the report.

Include Graphs: Adds a graph to the report's Summary area. The graph shows the number of days the selected users' tasks have been waiting for completion.

Include Due Dates: Adds a Due Date column to the task details.

Important: This option applies only if the Include Document Details option is selected.

(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 user 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.

(Optional and conditional) Depending on your assigned permissions and email setup, after saving this report you may be able to schedule the summary portion of this report to be automatically generated and emailed to you by clicking (see Emailing a Report from a Saved Setup for help).

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.