QUESTIONS THAT APPLY TO THIS TOPIC

• “Why is some information not appearing on my Action To-Do report?”
• “Why are there too many actions on my Action To-Do report?”

ANSWER

Virtually all issues with the “Action To-Do” report fall into two categories: report options set incorrectly, or the team structured incorrectly. Below are the instructions for verifying both of these areas. 

Verifying Team Structure

1. From the Main Menu, select “Tools,” then “Team Management.”
2. Verify that each staff group has all of the appropriate system users attached to it and only those system users. Failing to do this may result in the appearance of a team member’s objectives or actions to appear on the action reports for all users. 

Verifying the Report Options

1. From the main menu, select the option “Reports,” then “Action To Do.” This will bring up the “Action To-Do Options” window:
   
   
2. Verify the “Due Dates” are correct. Remember, only actions within those dates will be shown. These dates revert back to the default values every time the “Action To-Do” report is accessed. (The “Start Date” will be empty, and the “End Date” will contain today’s date.) 
3. Check each of the tab sections—Campaigns, Priority, Action Type, and Users— and verify that only the items you want are checked.
4. Verify that the “Optional Data” panel is filled out as desired.
5. Check that the filter and the “Number of History Items to Print per Task” are filled out as needed. Note: “Related History” is different depending on what the item is.
   1. If the item is an objective then the related items are the objective itself, and any items for which it is the “parent” objective.
   2. If the item is an action then the related items are the action itself, its “parent,” and any other items sharing the same “parent.”