Reports – Action Filter Report
The action filter report will show actions linked to Customised Action tick box filters. These are the Action filter tick boxes that are displayed on the Action details page.
Note: The first 4 standard Tick boxes will have their own report linked to them. This action filter report is only specifically for an additional custom tick boxes that you have created.
STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Action Filter Report'.
STEP 2: Select the relevant criteria and click the Preview button.
The filters available to sort the details are:
Filters | Description | Default Selection |
|---|---|---|
Reporting Year | Select the reporting year which will determine what actions to be pulled across. Note: Only the actions that are within the reporting year (has a start and/or end date within the reporting year) will be displayed. | Current financial year |
Action Filter | Select your customised action filter to generate actions linked to that action tick box only. The default action is ‘Show All’. | Show All |
Directorate | Select the Directorate from the drop-down list to filter by Directorate. The default action is ‘Show All’. | Show all |
Note: The risk column is pointing to the Camms.Strategy® standard Risk drop-down tab. If you have purchased the Integrated Risk Manager (Camms.Risk®), then this column will not pull anything through. In this case please contact CAMMS to have this report column modified or removed for you.
Sample Output:
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