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Assignee Completion Report

The Assignee Completion Report provides data on task completion by assignee.

Run an Assignee Completion Report

  1. From the navigation bar, click Reports>Assignee Completion. The Assignee Completion Report page opens.
  2. Select a task status of incomplete or complete.
  3. Select a specific event or leave the default to report on all events.

    Tip: If you select a specific event, you can also filter by category.

  4. Select a date type.
  5. Select a From and To date range.
  6. Select who to include: teams, people, and benefiters.
  7. (If applicable) If you selected a specific event, select categories.
  8. Click Search. Results are shown on a bar chart.
  9. Click a bar to drill down to view the people involved and drill down again to view all the tasks assigned to specific people.

Download an Assignee Completion Report

  1. From the navigation bar, click Reports>Assignee Completion. The Assignee Completion Report page opens.
  2. Select a task status of incomplete or complete.
  3. Select a specific event or leave the default to report on all events.

    Tip: If you select a specific event, you can also filter by category.

  4. Select a date type.
  5. Select a From and To date range.
  6. Select who to include: teams, people, and benefiters.
  7. (If applicable) If you selected a specific event, select categories.
  8. Click Search. Results are shown on a bar chart.
  9. Click Download and select an output file format:
    • XML: Results are generated in an xml file available to view or save.
    • Excel: Results are generated and Microsoft Excel is launched to open or save.
    • PDF: Results are generated in a pdf file available to view or save.

Run or download an Assignee Completion Detail Report

  1. Perform steps to generate an Assignee Completion Report.
  2. On the bar chart, click a bar to drill down. The Assignee Completion Detail Report opens.
  3. View the results.
  4. (If applicable) Click Download to export the details to Excel or XML.
  5. (If applicable) On the bar chart, click a bar to drill down to an individual.