Standardized Reports is a new feature where we will offer Standardized reports out of the box. Typically this is a meaningful set of information that you are constantly retrieving and being able to quickly generate it in a consistent manner. We consider these similar to the year end reports everyone is used to getting for W-2's and other tax documents.
Outcome Success Plan Report
The first reports in the series of other standardized reports is the Outcome Success Plan Report.The report provides all the data related to Objectives, SuccessPlay and Tasks in the Plan tab of accounts.
Hitting Generate generates the report and emails you when the report is ready. The generated reports are available in Assets > Generated Reports folder.
Permissions to run and view the report.
You can control access to the report by applying the permissions related to this in the Application Permissions. The default setting is set to "Everyone in the Team"
Fields in the report.
The report has the following fields in it and it generates tasks for the past 1 year. It generates report with tasks for all accounts except Cancelled accounts.
|Parent Account ID|
|Objective Created By|
|Objective Created Date|
|SuccessPlay Due Date|
|Task Created Date|
|Task Due Date|
|Task Completed Date|
|Task Assigned To|
|Task Assigned By|
|Task Updated By|