Activity Due Date Report

Article Links Report Description | Report Parameters | Report Use | Related Reports |

Chart

Details

REPORT DESCRIPTION

View all assigned activities with upcoming due dates within the next 30 days or an overdue status for one or more selected users and for one or more selected activities.

Overdue activities are highlighted in red. Activities with less than 30 days to due date are highlighted in yellow.

The report displays the following:

• Report Name and specified Date Range

Chart

• Pie Chart that displays the total number of activities:
  • Coming due in less than 30 days 
  • With no due date
  • Overdue

Details

• Activity: Displays activity name
• Supervisor Name: Displays supervisor name
  Note: Only displays if supervisor's name is entered in the organizational unit, group or user records
• User: Displays the user name; last name first
• ID#: Displays the data entered in Field 1 of the Advanced Proprieties on the user record.
• Last Completed: Displays one of the following:
  • Completion Date: The date the activity was completed by the user
    Note: The completion date will only display if the activity was assigned with a recurring due date AND the date range of the report includes the next due date.  
  • Status: Displays one of the following:  Incomplete, In Progress and Overdue
• Due Date: Displays the next date the activity will be due

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REPORT USE

Use this report to determine: 

1. Activities coming due in the next 30 days. (highlighted in yellow)
2. Activities that are overdue. (highlighted in red)

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REPORT PARAMETERS

The following parameters are available on this report:

• Start Date: Enter the desired report start date.
• End Date: Enter the desired report end date.
  Note:  The report will not display results unless the end date includes activities selected are overdue or coming due 30 days before the date entered  
• Activities: Select one or more activities.
• Supervisors / Users: Select one or more user(s), organization unit(s), group(s), supervisor(s), security roles or assigned activities. 
  Note: Defaults to Users by Supervisor. The supervisor field on the organization unit record must be completed to group by supervisor. Otherwise, choose user(s) by organization unit(s), group(s), security role(s), supervisor(s), or assigned activities
• Sort By: Select one of the following:
  • Supervisor, Activity, User;
  • Activity, User, Supervisor;
  • User, Activity, Supervisor;
  • Activity, User, Supervisor
• Due Date Only: When checked displays only activities with a Due Date.
• Report Type: Choose between Chart Only, Details Only or Both. 
• Cover Page: Displays the report parameters selected to run the report as the first page of the report.

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RELATED REPORTS

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