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Click on the Reports icon shown below:
In this report you will get the Action Plan Actions information.
- Field: to
- From/To: You will be asked to select the period of Action Plan Actions you want to obtain the information.
- FILTERS:
- Company: You can select only one company by selecting the name in the “Company” field.
Leaving the field blank will be considered the all option. - Users Who: You can select the desired user in the “User Who” field.
Leaving the field blank will be considered the all option. - Concluded Actions: You can filter the export by completed actions, not completed or the unfiltered option.
The Generate button will display the report information on the screen.
The Export button will create an excel file for download.