Reports – Premium Action and Task Progress Report

Group Data Using Planning Structure (Default: Organisation Structure)

Tick box allows the user to group the report content by the planning hierarchy.

If un-ticked report content will be grouped by the organisational hierarchy.

Ticked OFF

Date select From/ To

This option enables the user to select a specified time period. The default selection is the current system period. Actions and Tasks will only be shown in the report if they are within (have a start and/or end date within the time frame) the action.

Current Financial Year

Directorate

Select the Directorates from the drop-down list. The default selection is ‘Show All’ option.

Show All

Business unit

Select the Business Unit from the drop-down list. The default selection is ‘Show All’ option.

Show All

Service Profile

Select the Service Profile from the drop-down list. The default selection is ‘Show All’ option.

Show All

Staff

Select the Staff from the drop-down list. The entire staff list will be shown in order for you to filter the report by Action responsible person. The default selection is ‘Show All’ option.

Show All

Budget Type

Select the predefined Budget Type from the drop-down list. The default selection is ‘Show All’ option.

Show All

Goal

Select the Goal from the drop-down list. The goals that have been created in the ‘planning’ section will be listed down. The default selection is ‘Show All’ option.

Show All

Outcome

Select the Outcome from the drop-down list. All the outcomes that have been created for goals will be listed down. The default selection is ‘Show All’ option.

Show All

Strategy

Select the Strategy from the drop-down list. All the strategies that have been created for outcomes will be listed down. The default selection is ‘Show All’ option.

Show All

Action Grouping Level

Select the Grouping Level from the drop-down list. All the action grouping levels created in ‘Framework’ section will be listed down.

Show All

Action Filter

Select the predefined Action filters from the drop-down list. The default selection is ‘Show All’ option.

Show All

Governance

Select the Governance from the drop-down list. All the governance that has been defined in ‘Framework’ section will be listed down. The default selection is ‘Show All’ option.

Show All

Related Plan

Select the Plans from the drop-down list. All the related plans that have been defined in ‘Framework’ section will be listed down. The default selection is ‘Show All’ option.

Show All

Display Tasks

Ticking this box enables this report to display the Tasks linked to the filtered Actions.

Ticked OFF

Display Related Plans

Ticking this box enables this report to display Related Plan linked to the filtered Actions.

Ticked OFF

Display Action Filters

Ticking this box     displays the action filter names which are linked to the actions.

Ticked OFF

Display Action Progress Comments

Ticking this box enables this report to display progress comments given for a particular action.

Optional

Display off Track Action Only

Ticking this enables Actions with Red (off track) Indicators only to be displayed.

Optional

Action Status

Select the Status of the actions from the drop-down list. The default selection is ‘Show All’ option.

Optional

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