How to Create a Task or Action Results Report in Assurance

Note: Some customers have Actions and some have Tasks. They have the same functionality, but different terminology. 

 

The Task (or Action) Results Report allows you to report on the status of assigned Tasks or Actions in a given period. You can report on past or future results by setting your 'due date' parameters. 

To run this report, find the report in your Built In Reports section on the far right of the Reporting screen

 

 

It is important that you filter the report and select only those Task Categories that you would like to include in your report. To do so click on the Filter bar, then select the field/s you would like to filter the report by, such as Task Category (you can select multiple Task Categories at a time), Due Date, Person Responsible or Business Unit.

Make sure you select the blue 'Apply' button once you have added your filters.

You should also select 'Save As' on the next screen and rename the report. 

 

 

 

 

Your report can be tailored to include fields you are needing to report on, by typing into the white space under 'Fields' in the Report Format section. Select your fields. 

In the right column, Task Category and Status are useful fields to sort your report by. 

You will see in this example report that the text in the Status column has different colours. The red colour indicates the assignment is overdue. 

If the task is compliant, not compliant or in progress, this will be indicated by the colour allocated to that status in your Assurance site. Note: some customers may have different terminology set up such as 'cannot do' or 'done' and status colours can also be different depending on your set up.

Some suggested additional fields to include in your report:

• Assignment Key (useful for repeated assignments)
• Change date (The date the assignment was completed)
• Comments (Comments made on the task by the assignee)
• Description (Description of the Task)

This report will also allow you to add a summary table or charts.

• Your summary can only be based on the Status of assignments
• Your charts can be based on: Person Responsible, Task Category, Task Priority 
  
  

Summary by Person Responsible:

Chart by Person Responsible: 

On the X axis, the key shows the colours allocated to each status.