The Pending Activities Report helps us understand the activities which are due and have not been completed yet. Based on the information we can take the necessary desirable action.
It can be reached by:
Menu > Reports
> Schedules & Maintenance > Pending Activities Report
We will see the following screen:
This is the List View of the Pending Activities Report which is visible.
We also have a Calendar View of all the activities which are pending which shows the activities based upon the due date set for them from where we can drag and drop and hence reschedule any activity.
The Calendar View will be visible if we click on the Calendar shown in the red rectangle in the above image. When we click on it, we see the following screen:
Here, we see all the activity names which are scheduled on each date in the month of June. We can change the Date and Month and see the activities related to it.
Now if we come back to the List Default View,
We can see here, the colored boxes shown in the Red Rectangle. These give us the option of saving as Report or Widget, Exporting the data as PDF or Excel File, Refreshing the data to reflect any new additions and Grid Settings to tailor the information grid according to our requirements by making changes to it.
We can increase the per page records that will be shown, by clicking on Showing Records Dropdown which can be seen within the Red Rectangle in the above image.
Here, we will
also see a drop down shown above in the Red Rectangle Shape where “Default
View” is written. This means that the Pending Activities Report which will be
shown below will be in the default view which has been provided. We can also
create our own custom view by clicking on the “+” Button on the right of
“Default View”.
If we had
set to inform any other user regarding the activity, then that information will
be present under “Send Emails to” Column.
If the activity is recurring, then its next due date will be visible in its respective column.
The Current
Due Date is also mentioned.
We can see
two new columns here related to the days by which an activity is overdue and
about the maintenance checklist if that was created related to the
activity.
The activity information can be edited, and the activity can be completed by clicking on the Edit Button shown in the red rectangle in the above image.
This is how we can interpret the Pending Activities Report.