Actions Report
Who has actions on Message Center items, how many are open, closed or overdue, and how many were created each month.
The Actions Report page shows the actions assigned to people across your Message Center items: how many each person has, how many are closed, open or overdue, and when they were created. Use it to follow up overdue actions and to see how the work is spread across your team.
To open it, select Actions Report under Dashboards & Reports in the ChangePilot App's left-hand menu.
Choosing individuals
The drop-down lists everyone with actions, with their number of actions, most first. Actions with no one assigned are listed as Unassigned. Everyone is selected when the page opens. Select all chooses everyone again, and Clear removes them all. ChangePilot remembers your choices while you move around the app.
Counters across the top
| Counter | What it shows |
|---|---|
| Overdue | Open actions whose due date has passed. |
| Actions | Every action for the selected individuals. |
| Closed | Actions marked as completed. |
| Open | Actions not yet completed. |
| % closed | Closed as a share of all actions. |
Select Overdue, Actions, Closed or Open to list those actions at the bottom of the page. An action with no due date is never overdue.
Actions per individual
A table with each person's Actions, Closed, Open, Overdue and % closed, and a Total row. It's sorted by Actions, most first, when the page opens. Select any column heading to sort by it (names A to Z, numbers largest first), and select it again to reverse the order. Select a name to show only that person; Select all brings everyone back.
Actions per month, last 12 months
A table of the actions created each month, newest first, with how many are Closed, Open and Overdue today, and a Total row. It covers the last 12 months up to this month, starting no earlier than the month of the first action. Months with no actions show 0.
Actions and closed actions by created month, last 12 months
A bar chart of the same 12 months, with an Actions and a Closed bar for each month.
The action list
The Actions card has four tabs, each with its count: Overdue, Open, Closed and All. Open is selected when the page opens.
Each row shows when the action was Created, the Action, its MC item, who it's Assigned to, the Due date and its Status (Open or Closed). Select Created to sort by the date created, latest first, or Due date to sort by due date, earliest first; actions with no due date always come last. Select the heading again to reverse the order. The order you choose stays the same when you switch tabs.
Ten actions are visible at a time; scroll inside the list to see the rest, and select an MC item to open the item. On a narrow screen some columns are hidden to fit, and the page says which.
Good to know
- The page shows the actions you have access to in ChangePilot.
- Figures are worked out when the page opens. If items have been updated since, select Refresh.
- Your company logo comes from the Company Logo setting. See Landing Page for how to set it.