Actions By Date Report
You can produce a PDF file listing actions ordered by date for a
chosen period in the future. Do ASAP, Scheduled and Delegated actions
are always listed. You can choose to include Inactive and/or actions
which have been completed. You can also choose to include action
notes and the project/thought description in the report.
Parameters
- Context: select a specific context or select the option
to include all contexts in the report;
- Up to: choose a date such that delegated and scheduled
actions having an action date on or before this date are included;
- Include done actions?: if checked, done actions are included;
- Strike out done actions?: if checked, all done actions are shown with text striked;
- Include inactive actions?: if checked, inactive actions are included;
- Show project/thought?: if checked, the thought description is
shown for single actions (between braces {}) or the project description
is shown (between square brackets []) for other actions;
- Show notes?: if checked, action notes are included;
- Use colour?: if checked, dates are shown using the same
colour convention as the screens;
- Font Family?: choose the font for the report from those
available.
- Remember these options: if checked, the selected parameters
are saved and restored the next time the report is run.
Layout
The report heading has the words "Actions By Date - Up To"
followed by the Up To date. The current date is shown at the right-hand side.
Scheduled and Delegated actions are listed first, ordered by action
date, then Do ASAP actions grouped by context, followed by Inactive
actions grouped by contexts.
Actions are listed with the following information:
- Do ASAP action: description, and topic (in underlined
italic);
- Inactive action: text in grey, description, and topic
(in underlined italic);
- Scheduled action: scheduled date and time, description,
context (in italic), and topic (in underlined italic);
- Delegated action: follow-up date, description, the words
"Delegate To" with the person delegated to, context (in
italic) and topic (in underlined italic);
- Done action: same as above with the text striked or not according to
parameter setting and the check box checked;
- Project/Thought description: under the action if any;
- Notes: under the action if any.
Output
The PDF file is saved in the folder specified within the user preferences (see
User Preferences).
The current date and time is used to generate a unique report file name.