What is an Action Analysis report
You can gain insights into action details, such as completion percentage, across locations over a specific period from an Action Analysis report.
How to download an Action Analysis report
Go to Action Analysis in the reporting portal.
Filter the report by time range, amalgamation, action type, priorities, action plans, locations, and categories for a more tailored view, and click Download.
Once it is downloaded, there are 3 tabs within the excel:
Location Summary – Provides an overview of overall performance, such as the resolution rate, based on the location.
Action Summary – Breaks down actions by priority level, action types, and action names.
Action Event Details – Provides detailed information for each individual action event.
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.
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