This section guides the user through the menu options that are available under the Reports menu.
The User Audit report lists task-related activity for groups and users.
Select Reports | User Audit to display the User Audit window.
Click Add and complete the following fields.
START DATE END DATE
date
Enter the date range for which you want to list task activities.
DATE TYPE
predefined
Enter the date type. It can be the create, last activity, due, or completion date.
USERS ONLY GROUPS ONLY CURRENT USERS ONLY
yes/no
Select the appropriate checkbox to indicate which users should be included in the report.
ALL USERS/ USER
yes/no setup
If you are including users in the report, indicate if you want to include All Users. If not, specify the users to include.
ALL GROUPS/ TASK GROUP
yes/no setup
If you are including groups in the report, indicate if you want to include All Groups. If not, specify the groups to include.
ALL TYPES/ TASK TYPE
yes/no setup
Indicate if you want to include All Types. If not, specify the task types to include in the report.
ALL ACTIVITIES/ ACTIVITY TYPE
yes/no setup
Indicate if you want to include All Activities. If not, specify the activity types to include in the report.
ALL PRIORITIES/ PRIORITY
yes/no setup
Indicate if you want to include All Priorities. If not, specify the priorities to include in the report.
Click OK and then Continue to run the report.
The User Statistics report provides details about user task-related activities.
Note:
The user running the report must be a supervisor in a Task Group in Task Group setup in order to have anything other than * in the TaskGroup drop down and the User drop down. Also, if * is picked in either or both, but the user logged in and running the report is not a Supervisor to any task groups, the report will be blank.
Select Reports | User Statistics to display the User Statistics window.
Click Add and complete the following fields.
ALL USERS
yes/no
Indicate whether all users should be included in the report.
ALL TASK GROUPS
yes/no
Indicate whether all task groups should be included in the report.
TASK GROUP
setup
If you did not select All Task Groups above, select the task group or groups to include in the report.
USER
setup
If you did not select All Users above, select the user or users to include in the report.
START DATE, END DATE
date
Enter the date range for which to include task-related activities. Both dates are required.
DATE TYPE
integer (1)
Indicate if activities should be selected based on their Activity Date or Start Date.
SHOW DETAIL BY TASK TYPE
yes/no
Indicate if you want to sort the details by task type.
SHOW ASSIGN/TRANSFER DETAIL
yes/no
Indicate if you want to include the details of task assignments and transfers.
Click OK and then Continue to run the report.
