Forum Discussion
emma_606
Jun 03, 2024Copper Contributor
Reporting on action plans
can team members view & edit actions plans? Can they be assigned responsibility for action plan?
Can we pull the action plan reporting info – how many in there, how many to be done, what’s overdue ...
emma_606
Jun 04, 2024Copper Contributor
thank you Alander, this is very helpful for focus areas, my main question was specifically around individual action items: I presume progress on these isn't tracked individually, just at focus area level?
alanderfield
Microsoft
Jun 17, 2024Hello emma_606,
I have shared a link that will show how you can export "all action items" specifically. This will show all the individual action items that each user has created. I hope this helps, but let me know if you have additional questions.
Use Viva Glint's Focus Area Overview report | Microsoft Learn
From the admin dashboard, follow this procedure:
- From the top menu bar, select the Reports tab.
- In the left-most column of the Reports page, select Focus Area Overview.
Export data from the Focus Area Overview report
Use the Export menu to choose your export option.
- Export Focus Areas Usage to Spreadsheet, or
- Export All Action Items to Spreadsheet.
Export data from the admin dashboard
- In the Action Taking section, select All Action Items Report.
- The report automatically generates as a .csv file.