Reports – Action Grouping Progress Report

The Action Grouping Progress Report details the actions and tasks linked to the specific action grouping hierarchies that you have set up and linked. These Hierarchies are setup via the framework area.

  • STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Action Grouping Progress Report'.

  • STEP 2: Select the relevant criteria and click the Preview button.

The filters available to sort the details are:

Filters

Description

Default Selection

Filters

Description

Default Selection

Reporting Year

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

Note: Only the actions and tasks that are within the reporting year (has a start and/or end date within the reporting year) will be displayed.

Current financial year

Action Grouping Level

Select your Action grouping level which you wish to filter the actions by. Only actions linked to the action grouping level you have selected will show.

Show All

Sample Output:

Figure 1.1

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