Designing an Actions Report


An actions report is a tabular report showing actions associated with cost items. In order to design an actions report you will need to consider some or all of the following:

a)   which actions to be shown - every action or a limited subset of them?

b)   which cost items you want in the report - every one or a limited subset of them?

c)   the fields that you want in the report

d)   the order in which you want actions and/or cost items to appear

e)   the formats associated with each field and with the report as a whole

f)   headers and footers on the printed report


Action Selection

You can select actions within individual cost items on the basis of status (open, closed, etc.), priority (normal, urgent, etc.), due date, and actionee.


Cost Item Selection

You can include every cost item or a limited subset of them. If the latter, you will need to specify a selection process.


Report Fields

Actions report fields are divided into action fields, non-cost fields, and cost fields.

Action fields are fields directly related to actions, such as the action description field.

Non-cost fields are fields, other than action fields, which are associated with cost items and are not cost-related, such as the cost item number or name fields

Cost fields are fields associated with cost items and which contain a cost-related value.

If a cost item has more than one action attached to it, the cost and non-cost fields will be repeated for each action. You can choose to blank these fields for the second and subsequent actions within each cost item.


Display Order

Actions are normally shown in numerical order within each cost item, and cost items are normally shown in cost breakdown structure order. However, you can define other orders, such as due date, for example. A sorting capability is available for this.



Three levels of formatting are available in actions reports:

1.   Individual field formats. Each field (column) can have its own format.

2.   Overall report formats. Some formats, such as font type or row coloring, are applied to the report as a whole.

3.   Conditional formatting. A format can be applied to a particular field which will only be activated if a certain condition holds.

Overall report formats will override individual field formats, and conditional formatting will override all other formats.


Headers and Footers

The printed version of an actions report can have any or all of left, center and right headers and left, center and right footers