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Action Plan reporting

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edited Nov 17, 2020 10:44AM in Reporting & Analytics for B2B Service 4 comments

Summary

Need to create a report showing actions due in a given period.

Content

Hi, 

I was wondering if anyone could help me out with a report I have to create around action plans. 

I would like to create a periodic report showing all actions due in that given period, their due date and the date that the action were set to "Complete". 

I am using the "Service - CRM Service Request Action Plan Actions Real time" subject area. 

Thanks in advance. 

Mitch 

Version

hdhe.gsi 11.13.20.07.0 (Production GSI)

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