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When is this helpful?

Action Plan Activity Report

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When is this helpful?

The action plan activity report is helpful when you want to have an overall view of all the action plans raised on the account level.

Each action plan on the report has a button next to it that is clickable. Once you click on that button, it will open a new page where you can review/close that action plan.

The Action Plan Activity Report Feature is only available for Enterprise members. Contact team to enable.

Action Plan Activity Report

The report will provide a weekly action plan summary for the week the report is generated. On the first page of the report, you will see the number of action plan tasks that are New, Closed, Over-Due, and Open. You will also have a list of the action plan assignees and the number of tasks by the same status.

For example; has 0 New Tasks, 0 closed tasks, 3 Over-due tasks, and 3 open tasks as of the period of September 5, 2021 - September 11, 2021, Q3 2021.

On the left of the report, it will display the name of the checklist, the question that generated the action plan, any photos attached, and the comments listed to correct the task. On the right, you will find the priority status, due date, assignee, and status of the action plan.

Related Articles:

Onboarding Step by Step

About Analytics Action Plans

Daily/Weekly/Monthly Reports

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