Employees can use this report in PolicyTech to generate a list of incomplete tasks by user. The report can be filtered by user, manager, department, or other attributes as needed.
Steps to Access the Report
- From Okta, open the PolicyTech application.
- Select Reports from the top menu.
- Choose System Saved Reports.
- Select Incomplete Tasks by User & Manager.
By default, this report includes all users in the organization with incomplete tasks.
Using Filters
- Click the gear icon on the right side of the report window.
- Select Show Column Filters to display filtering options.
Common Filters
- User Manager – Shows all users under a specific manager who have incomplete tasks.
- User Department - Shows all the users in a specific department who have incomplete tasks.
- User – Displays all incomplete tasks for a specific user.
- Task Type – Commonly filtered by “Read/Complete” tasks.