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Report: Tasks by Groups - Assignee Groups

Description

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

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 Assignee Groups.

Do any of the following:

Select one or more groups, and then click OK.

Under Select From, click , select Departments or Job Titles, and then click OK. Select one more departments or job titles, and then click OK.

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 content items to which specific assignee groups have been assigned. Content items assigned only to individual assignees will not be included, even if the individual assignees happen to be members of the selected assignee groups.
Unlike when selecting writers, reviewers, and approvers, when selecting assignees, 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 designating assignees, 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.

(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:

Content Details: Adds statistics about each content item listed in the report.

Assigned Categories: For each content item listed in the report, adds a list of assigned categories.

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

Change Summary: For each content item listed in the report, shows the comments added by the owner upon submitting the item for review or approval or setting it as approved/starting it.

Owner: For each content item listed in the report, adds the owner's name, site, and department.

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

Click a single task status (incomplete, overdue, or complete) or click Incomplete & Complete Tasks.
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. If you select Only Complete Tasks or Incomplete and Complete Tasks, the Date option appears.

(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 content item title to open it 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.