How to Create an Activities To Do Report in G5
An Activities to Do report will list open schedule items and tasks.
-
Go to the
Report
workspace.
-
Click Add Report.
-
Select
Activities
. Click
Blank Activities Report
to open the report creation screen.
-
Name the report
Activities to Do
.
-
In the Details Tab, add
Description
,
Notes
,
For
,
Assign To
,
Start Time
,
End Time
,
Type
,
Status
, and
Priority
in the Fields section.
-
Add
Status
to the Filters section of the report. Set the operator to
Not Equals
, then select
Cancelled
,
Completed
, and
Failed
.
-
Select Start Time in the Sorting section.
-
Go to the Summary tab.
-
Add
Start Time
,
Assign To
,
Type
,
Status
, and
For
to the groupings section.
-
Add
Count of All Activities
to the Calculations tab.
-
Go to the Visualization tab.
-
Click Select Chart Type and select Column Stacked.
-
Set the X-Axis to
Type
and the Y-Axis to
Count of All Activities
.
-
Set the Grouping to Type.
-
Set the View and edit permissions to
Public
. Click
Save
when finished.
Additional Option - Specify Users
If you want to run this report only on specific Users:
-
Add an
Assign To
filter. Select
(Specific)
and check the boxes next to the name of each person you want on the report.
- You can change this any time if you want to do multiple reports for multiple people.
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