Report: Tasks by Document - In Approval
Description
Shows the status of all tasks for documents in the approval status. You can choose to include only those tasks that are incomplete, overdue, or completed.
Available to users with the following roles or permissions:
Document Owner, Proxy Author, Document Control Administrator, Report Manager
How to Generate
- Click REPORTS.
- Click Management, click Tasks by Document, and then click In Approval.
- Select documents to include in the report (see Selecting Documents for help), and then click OK.
All options available for this report are displayed on the left. Notice that the number of currently selected documents is displayed after the Documents option, which you can click anytime to change your document selection.
Note: If you change your document selection after clicking View Report, click View Report again to refresh the report contents.
- (Optional) Click Arrangement and do any of the following:
- To change the default report columns, click Show/Hide Columns, and then click to clear a check box.
- By default, the document sort order in the report is ascending by title. To change what the documents are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.
- (Optional) Click Detail Options, and then select any of the following:
- Include Document Details: Shows the tasks associated with each document in the report.
With Include Document Details selected, you have the option to limit the documents included in the report to only those with tasks assigned to specific users. Click Custom Selection, and then select users in the same way as you would for a user-based report (see Selecting Users for help).
- Include Graphs: Adds a graph to the report's Summary area. The graph shows the number of days that tasks for the selected documents 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.
- (Optional) Click Task Options, and then do any of the following:
- Click a single task status (overdue, incomplete, incomplete with upcoming levels, or complete) or click Incomplete & Complete Tasks.
If you select Incomplete Tasks with Upcoming Levels, information will be shown about any tasks that assigned approvers have not yet received notification for. These could be tasks for documents that have not yet reached the approver status or tasks for documents currently in approval but that have not yet reached an approver's assigned level.
- If you select Only Complete Tasks or Incomplete and Complete Tasks, the Date option appears. 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.
- By default, only the documents from those you selected that have tasks matching the current Task Options filters are included in the report. To include all selected documents in the report, even those without matching tasks, select the Include documents without tasks check box.
- (Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.
- (Optional) To save the current document 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, under Personal, click Saved Reports.
- (Optional and conditional) Depending on your assigned permissions and email setup, after saving this report you may be able to schedule the summary portion of this report to be automatically generated and emailed to you by clicking
(see Emailing a Report from a Saved Setup for help).
- Click View Report.
If you chose the Standard output format, the report opens in the viewing pane to the right where you can view, print, and save the document to disk in several different formats. If the report contains links, click a document link to open that document in PolicyTech 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.
Sample report...
