Reporting

Under the REPORTING you can view and create reports.

There are 2 sections:

  1. View an overall summary
  2. Export data

On the left of the reporting tab you can VIEW statistics for the Actions Register. You must select a date range. You can select a user, although you can leave this blank to see the data for the whole team.

actions register reporting

 

On the right side of the dab you can EXPORT data

As with viewing the data, you can select the date range and any user filtering at the top of the table, the click either “ALL ACTIONS” or “COMPLETED ACTIONS”

ALL ACTIONS: Export data for ALL closed actions within the period

COMPLETED ACTIONS: Export data for any CLOSED actions within the period