Learn how to use the Action List Overview to monitor completion status and access detailed progress insights.
This article covers:
About the action list overview report
The action list overview report helps you monitor the progress of a specific action list across all linked contacts and properties. This is especially useful for tracking completion status and identifying outstanding tasks.
Learn how to create and assign action lists.
Run the report
Generate the report based on your selected criteria.
- Go to: Letters/Action Lists > Action List Overview
- Select the action list you want to report on
- (Optional) Tick the checkbox to apply a date range filter
- Click Search
The report will display:
- Action list start date
- Contact/Property name
- Progress bar showing completion status
- A link to open the action list directly
Hide completed items
Use this feature to focus only on active, incomplete action lists.
- Go to: Letters/Action Lists > Action List Overview
- Select the action list you want to report on
- (Optional) Tick the checkbox to apply a date range filter
- Click Search
- Tick the Hide Completed checkbox in the top-left corner
The report will refresh to show only action lists that are still in progress.
Print the report
To print the action list overview report:
- Go to: Letters/Action Lists > Action List Overview
- Select the action list you want to report on
- (Optional) Tick the checkbox to apply a date range filter
- Click Search
- Click Print Report
The report will open in a new browser tab where you can print a hard copy or save it as a PDF.