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Report Selection Window
The Report Selection window lets you select the type, format and content of printed assignment lists. In essence, the available reports present the same information on paper that is available from many DELEGATOR windows. Which elements of this window are visible depend on the type of report you select and any options you have selected for it.
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TYPE OF REPORT
Assignments Due Prints all assignments that have not been concluded and are due on or before the current date, plus all active reminders scheduled to appear on or before the current date.
Options: summary or full format;
inclusion of general and/or confidential comments; and
inclusion of secondary assignments.
Current Reminders Prints all reminders for assignments that have not been concluded and were scheduled to appear on or before the current date.
Look Forward (General) Prints all assignments that have not been concluded and are due on or before the End Date you specify.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
inclusion of assignments already due.
Look Forward (Person) Prints all assignments of one person that have not been concluded and are due on or before the End Date you specify. When you select Look Forward (Person), a list of all the people in DELEGATOR appears. Double click the person you want.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
inclusion of assignments already due.
Look Forward (Group) Prints all assignments of every person on a specified Group list that have not been concluded and are due on or before the End Date you specify. When you select Look Forward (Group), a list of all active Group lists appears. Double click the Group list you want.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
inclusion of assignments already due.
History (General) Prints all assignments that occurred between the Start Date and End Date you specify. Includes repeating assignments that were active during the period, even though they may not have been assigned or concluded in the period.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
print assignments that were concluded, rather than assigned, in the period.
History (Person) Prints all assignments of one person that were assigned between the Start Date and End Date you specify. When you select History (Person), a list of all the people listed in DELEGATOR appears. Double click the person you want. Includes repeating assignments that were active during the period, even though they may not have been assigned or concluded in the period.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
print assignments that were concluded, rather than assigned, in the period.
History (Group) Prints all assignments of every person on a specified Group list that were assigned between the Start Date and End Date you specify. When you select History (Group), a list of active Group lists appears. Double click the person you want. Assignments are grouped by person on the group list. Includes repeating assignments that were active during the period, even though they may not have been assigned or concluded in the period.
Options: inclusion of general and/or confidential comments;
inclusion of secondary assignments; and
print assignments that were concluded, rather than assigned, in the period.
Project (Single) Prints assignments associated with a specified project. When you select Project, a list of all projects appears. Double click the project you want.
Options: summary or full format;
inclusion of general and/or confidential comments (full format only);
inclusion of secondary assignments; and
inclusion of assignments already concluded.
Project (All) Prints in summary format all assignments associated with all projects to which the User has view rights.
Options: inclusion of secondary assignments; and
inclusion of assignments already concluded.
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LIST BY
Due Date Assignments are listed from earliest due date to latest.
Priority Assignments are listed in order of priority (1-9).
Person Assignments are listed by person assigned.
Date Assigned Assignments are listed by date they were assigned from earliest to latest.
Date Concluded Assignments are listed by date they were concluded.
Alphabetically Assignments are listed alphabetically.
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CHECK BOXES
Summary Format Toggles printing of summary (one assignment to a line) or full format.
Include General Comments Toggles inclusion of general comments (full format only).
Include Assignee Comments Toggles inclusion of assignee's comments.
Include Confidential Comments Toggles inclusion of confidential comments (full format only).
View All Toggles inclusion of all assignments of all people.
Include Secondary Toggles the inclusion of secondary assignments in the report.
Include Due Now Toggles the inclusion of assignments already due (Look Forward reports only).
Open Only When checked, limits assignments to those that have not been concluded. (Project reports only).
Preview Report Toggles displaying the report before printing.
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