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Report: Document Owner - Periodic Review Tasks

Description

Provides details about the selected users' tasks for performing a periodic review on an approved document. 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 User, and then click Document Owner - Periodic Review Tasks.

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

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 Detail Options area, select any of the following:

Include Document Details: Includes details on the grouping of tasks you specify in a later step.

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.

In the Task Options area, click Only Overdue Tasks or Overdue and Upcoming Tasks.

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

To filter the selected users to only those assigned to specific documents, click Limit report to specific documents.

Select documents in the same way as you would for a document-based report (see Selecting Documents for help).

The User Arrangement area controls what user information is included in the report and the user sort order. Do any of the following:

To change the default Print Display Table 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) To save the current user 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.