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Report: Tasks by User - Current

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.

Description

Shows information about selected users' assigned tasks in currently active workflow statuses. You can choose to include incomplete and complete tasks as well tasks in upcoming levels.

Available to users with the following roles or permissions:

Manager, Report Manager, AdministratorSample Report:

How to Generate

Click Reports.
Click Tasks by User, and then click Tasks by User - Current.

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

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.

(Optional) You have the option to limit the users included in the report to only those with tasks assigned to specific documents. Click Documents, and then select documents in the same way as you would for a document-based report (see Selecting Documents for help).

(Optional) Under Task Options, Incomplete and Complete are selected by default, meaning that only those of the currently selected users with task assignments, whether incomplete or complete, will be included in the report results.

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 "Advanced Assignee Settings" in the User's Guide Advanced Assignee Settings).

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 documents/questionnaires 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.

Click View Report.

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.

Choose a report layout (see Working with Report Layouts).
Choose how you want information in the Summary pane displayed (Working with the Summary Pane).
Customize the Data grid to show only the data you need in the way you want it represented (Working with the Data Pane).
(Optional) To save all of the report's current document/questionnaire and user selections, option settings, and customizations for future use, click , 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 - Current report. If personal dashboards are enabled, you can add the report widget to My Dashboard (see Setting Up a Personal Dashboard). If the Home dashboard is enabled and you're a global or site administrator, you can add the report widget to the system-wide or site dashboard (see "Setting Up a Home Dashboard" in the Administrator's Guide Setting Up a Home Dashboard).

(Optional) Print or save the current report results (see Printing or Saving Report Results).