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  • Filter Page: To give you a clear understanding of the applied filters when generating the report, a new Filter Page will now be visible within the reportbe introduced to replace the existing filter section displayed within the cover page of the Report. The visibility of the Filter Page can be controlled through the ‘Show Filters’ checkbox filter.

  • Show/Hide Comments: With the aim of providing more flexibility to control the content captured within the report, you can now utilize the new ‘Show Comments’ checkbox filter to enable/disable the visibility of the Comments field of each Action record.

  • Action Summary by Directorate: A new summary section has been introduced to show the Schedule Status of the Actions for each Directorate within your organization. You will also have the option to control the visibility of this new summary section through the ‘Show Action Summary by Directorate’ filter.

  • Baseline Start and Baseline End Date: The report will include two new fields in the Timeframe column, enabling you to view the Baseline Start and End Dates of the Action.

How does this work?

  • In the filter page of the Action Summary Report, you will find three new checkbox filters named ‘Show Filters’, ‘Show Action Summary by Directorate’ and ‘Show Comment’.

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  • By ticking the ‘Show Action Summary by Directorate’ checkbox, a new section named ‘Action Summary by Directorate’ would appear below the Risk Action Details by Schedule and Risk Action Details by Status charts.

  • This section will feature stacked column charts that for each Directorates, where each column within the chart would illustrate the count of Actions categorized by their Schedule status, linked to each Business Unit (of the respective Directorates within your organizationDirectorate) and its child level nodes.

  • The Action counts displayed within each column are further categorized by their Schedule status.

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  • By ticking the ‘Show Comments’ checkbox, you would be able to show or hide the Progress Comments field of each Action.

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  • In addition to the above changes, this enhancement also allows you to capture the Baseline Start Date and End Date fields within the Timeframe column of each Action.

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Info

Note:

  • This modification will be available within your Demo environments on 18th 25th October 2024.

  • By default, the ‘Show Filters’, ‘Show Action Summary by Directorate’ and ‘Show Comments’ filters would be disabled and not visible in the report, while the ’Show Filters' checkbox would be enabled.

  • The label replacements applied within your environment would be applied to the new sections and filters added to the Report.If the Baseline Start Date and Baseline End Date field is not configured within your environment it would not appear within the Report.

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