This article contains:

1. Action and Task Progress Report

Date Select

Select the date range in 'From' and 'To' field.

If an action/task has a revised date it will be filtered by that instead of the original date.

Current financial year

Hierarchy

Select the name of the hierarchy from the drop-down menu.

Organisational Hierarchy

Hierarchy Level

Select the hierarchy level from the drop-down menu.

NULL

Generates for the root hierarchy

Hierarchy Node

Select the Business Unit from the drop-down list.

NULL

Generates for the root hierarchy

Action Responsible Officer

Select the responsible officer for the action from the drop-down menu.

Show All

Agency

Select the agency from the drop-down menu. This will filter actions linked to Agencies.

Show All

Action Related Plan

Select the Action Related Plan from the drop-down menu. This will filter actions linked to Related Plans.

Show All

Budget Type

Select the Budget Type from the drop-down menu. This will filter actions by budget type.

Show All

Action Grouping Level

Select the Action Grouping level from the drop-down menu. This will filter actions linked to Action groups, identified within the Framework>Action Grouping section.

Blank

Action Status

Select the action status from the drop-down menu to filter by action status.

Show All

Action Filter

Select the action filter from the drop-down menu. This will filter the actions by action tick box filters, which are tick boxes located at the action details screen.

Show All

Task Responsible officer

Select the responsible officer for the task from the drop-down menu.

Show All

Task Related Plans

Select the Task Related Plan from the drop-down menu.

Show All

Show Filter Page

Select to include the filter page in first page of the report.

Ticked OFF

Show Overview

Select to add the overview page in the report. This is the Action Overview which details the Action status graph and Action progress gauge.

Ticked OFF

Show Additional Information

Select to include additional information of the action. This includes the 'Target' and 'On Target' columns for action performance.

Ticked OFF

Show Financials

Select to include financial data throughout the report.

Ticked OFF

Show Linkages

Select to include details on action linkages. This includes Linked Agencies, Related Plans and Action Grouping Links.

Ticked OFF

Show Tasks

Select to include tasks underneath their specific actions.

Ticked OFF

Show Progress Comments

Select to include the action and task progress comments.

Ticked OFF

Show Milestone Comments

Select to include Task Milestone comments to the report.

Ticked OFF

Show Confidential Actions

Select to show Confidential actions (Actions linked to the Confidential tick box).

Ticked OFF

2. Action Progress by Business Unit and Responsible Officer

Reporting Year

Select the reporting year which will determine what actions to be pulled across.

Current financial year

Staff

Select the responsible officer for the action from the drop-down menu. There is no ‘Show all’ option, you must select a responsible person.

First staff member on the list

Department

Select the Department from the drop-down menu. There is no ‘Show all’ option, you must select a department from the list.

First Department on the list

View other articles under this section:

• Reports – Corporate Reporting

• Reports – Division Report

• Reports – Business Reporting

• Reports – Council Plan

• Reports – Progress Reporting

• Reports – Council Plan Progress Report

• Reports – Premium Action and Task Progress Report

• Reports – Quarterly Progress Report

• Reports – Risk Report

• Reports – 3 Year Corporate Progress Report

• Reports – Annual Business Progress Report

• Reports – Annual Report

• Reports – Action Filter Report

• Reports – Action Grouping Progress Report

• Reports – Business Unit Actions Progress vs Op. Plan

• Reports – Quarterly City Plan

• Reports – Specialist Plan Progress Report

• Reports – Action Reporting

• Reports – Actions by Target Initiatives