The Follow-Up Tasks Report shows statistics for completed Follow-Ups.

Follow-Up Tasks Report

Follow-Up Tasks are best managed from the Follow-Ups page in the left navigation but the Follow-Up Tasks Report is an alternative option for seeing historical completed Follow-Ups. Expand the View drop down to narrow results to over the last 7, 30, 60, 90, or 365 days. This Report can be run by admins and designers.

Navigate to the Reports page, following the instructions based on your Account View. Even if you have Departments enabled, this report will be run within a Department as opposed to across the account.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Reports.

Expand the Department drop down in the left navigation and select Reports.

Project View

Without Departments With Departments

Click your username at the bottom of the left navigation to expand the menu and select Reports.

Expand the Department drop down in the left navigation and select Reports.

*Click the image to enlarge.

Report Views

This Report is broken down into five different views depending on your needs with a snapshot of Total Submissions at the top of the page.

Follow-Ups by Form

This view is most helpful when the goal is determining which form has or had Follow-Ups enabled within the time period.

• Form name,
• Number of Follow-Ups for the form.

Follow-Ups by User

This view is most helpful when the goal is determining which user creates the most Follow-Ups.

• User name,
• Number of Follow-Ups for the user.

Follow-Ups by Field

This view is most helpful when the goal is determining which field is most often flagged with a Follow-Up. Although only one form per Department can have Follow-Ups enabled, there may be multiple Pass/Fail fields within that form. Therefore, each field should be clearly labelled to distinguish what exactly the Follow-Up is related to.

• Field name,
• Number of Follow-Ups for the field.