You are here: Topics by User Interface Area > For Users > Reports > Tasks by Groups - Reader Groups

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, document control administrator, company / user

How to Generate

Click REPORTS.
Click Management, click Tasks by Group, and then click Reader Groups.

Do any of the following:

In the Readers tab, select one or more reader groups.

Click the Job Titles tab, click the Job Titles or Job Title Groups bar, and then select one or more check boxes.
Click the Departments tab, click the Departments or Department Groups bar, and then select one or more check boxes.

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 to which specific reader groups have been assigned. Documents 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.

Do one of the following:

To view the report using its default settings, click View Report. The report opens in a separate browser window where you can view, print, and save the document to disk in several different formats.
To change one or more report settings, click Next, and then continue with the next step.

In the Included Details area, select any of the following:

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

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

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

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

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

In the Task Options list, click a single task status (incomplete, overdue, or complete) or click Incomplete & Complete Tasks.

In the Output Format area, click Standard or Microsoft Excel Raw.

By default, the group sort order in the report is ascending. To reverse the sort order, click the Group Name column header.

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

Note: To access a saved report, click REPORTS, and then, under Personal, click Saved Reports.

Click View Report.

If you chose the Standard output format, the report opens in a separate browser window where you can view, print, and save the document to disk in several different formats. You can also click a link to open a document.

If you selected Microsoft Excel Raw, a separate browser window opens along with a Windows or Mac system prompt. After opening or saving the file, close the browser window.