Sample report...
Important: This is one of several next-generation, dynamic grid reports that are fundamentally different than other PolicyTech reports you may have worked with (legacy reports). In legacy reports, all report customization and manipulation is done using report settings, with the report results generated as a static document. In next-generation reports, you set a minimum of report options—such as selecting the documents and users to include—to create report results in the form of an initial framework. The initial report results consist of a Summary section and a Data section, each of which is highly customizable to create precisely the data representation you need.
Shows information about all assigned tasks for the selected users. You can choose to include incomplete and complete tasks as well tasks in upcoming levels.
Manager, Report Manager, Administrator
Initial 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.
Select Skipped to include information about assigned reading/completion tasks that were skipped because they were not completed before the specified task end date. (For details on the Task End Date option in the Assignees step of the Properties Wizard, see
Select Upcoming to include information about tasks assigned to selected users in a subsequent level in any workflow status. For example, if a document to which a selected user is assigned has three review levels and is currently in level 1 of the Review status, selecting Upcoming would also include information about tasks assigned to Review levels 2 and 3. If that same document also had multiple approval levels, selecting Upcoming would also cause the report to include information about upcoming approval tasks, even though the document is still in Review.
To filter documents/questoinnaires 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.
Note: You can also click View Report at any time while setting report options. After changing an option, remember to click View Report again to refresh the report contents.
, type a name and description, and then click OK.Note: If dashboards are enabled, a widget (compact view) is automatically created for the saved Tasks by User - All Tasks report.
