What is an Action Performance report
The Action Performance report provides insight into how efficiently each department, site, and area is completing actions.
How to run an Action Performance report
Go to the Reporting Portal.
Select My Reports Listing in the left-hand side bar.
Click Action Performance under Actions.
Filter the report by time range, amalgamation, action types, priorities, action plans, locations, and categories for a more tailored view, and click Run.
The charts and actions table, showing all selected action plans across locations, will appear.
You can customise the data display by adjusting the filters.
If you need further clarity on a score from a specific day, click on that day to view a list of actions that were due for completion. This will show you which actions were resolved on time, which were late, and which were overdue.
💡Scoring grading:
10 points for completing on time
5 points for completing late
0 points for overdue actions
💡Colour code:
Green for on time
Amber for late
Red for overdue
How to export an Action Performance report
After generating the report, click Download to export the performance report.
Details regarding the completion status across locations, including the count and percentage of on-time, late, and outstanding actions, are displayed in the Excel spreadsheet.
Did you know...?
You can schedule the reports and send them to the relevant team members via email.
You can create a favourite report to save a report with specific filters, amalgamations, and date ranges applied, allowing easy access without needing to reapply the filters each time you run the report.
☺️ Have questions or need support? Reach out to us at email. We're here to help!