Generating reports is a great way to stay up-to-date on topics that matter to you the most. If you are looking to stay on top of your Next Steps, or if you want to know how your team is doing, then a Report for the Next Steps is what you need.
Next Steps Saved View
To get started you will need to create a Saved view on the Next Steps tab, applying the filters that you need. For more information on how to create a Saved View, please visit this tutorial:
Click on the Next Steps tab and then on filters. Select those that are relevant to the information you want to include in your report. As an example, we will create a report of 'Done' Next steps, so on the filters, we select the 'Done' status.
Once you have applied all the relevant filters, click the 'Save View' button. Give your Saved view a name and click the 'Save' button. You can share the Saved view with your team if needed.
Once you have created your Saved View, go to the Reports tab and select the 'Report's section. Then click the 'Create Report' button.
Give your report a name and then select the 'Saved view' that you will be using to generate the report (1) for this example lets select the 'Next steps done' view. Then we need to select how we want to group the data (2). Since we want to be able to see how many next steps were completed by our Team members, the option 'Assigned To' will be the way to go. Then select the chart type that best represents the data and, mark the checkbox if you want to share the report with your team. Once you are done click the 'Save' button.
Way to go! You have now created a report for your Next Steps. There are different reports you can create for your Next Step. Just apply different filters to your 'Saved view'.