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Generate an Action Item Report

Related products:Actions
  • January 23, 2025
  • 1 reply
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Sally McClure
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JColes

It would be valuable for me to be able to generate an Action Item Report, similar to an inspection report, that I could share as a pdf that lists the title, labels, and completion status.

    1 reply

    dataadminpjs
    Forum|alt.badge.img+1

    ​@JColes I have an automation that does something like this and sends it via email daily (if any actions exist). Wanted to share in case a similar solution would apply to you. I have a high level summary (admins, leadership, etc) and a assignee level summary (we send a daily report to each assignee with a summary of all open actions related to them). I also backup all action data in a database outside of SafetyCulture and can run action reports in Power BI at any time. Just wanted to share!

     

    JColes
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    • JColes
      JColes

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