Action Item Completion Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  Otherwise, the report will list all accounts for all operators who have actions completed with in the default date range.  

• Operators:  Select to include All Operators or Select Single Operator on this report.   The operator is the user that completed the action.  
• Date Range:  Select to include only actions completed with in a date range.  Click the button and enter the beginning and ending date of the range or type in the dates in the MMDDYYYY format.
• Action Items:  Select to include all or specific Action Items. See Select All Action Items or Select Action Items from the List. Only completed selected action items will be included on this report.
• Sort Order:  Select to sort the entries listed on the report by either Action Item, Activity Date or Account Number.
• Include Inactive Accounts: Click the box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• Advanced Options:  Select to include additional fields of information on a report, click Advanced Options located on the left side of the Report Selection Screen.
• Print: To generate report click Print. Then select to print to File, Printer, Screen or Cancel generation of report.
• Action Item Completion Report Sample