Follow

Incomplete Actions this Month – Bar Chart

Keeping track of what you haven't done can be as important as keeping track of what you have - so showing incomplete actions on your dashboard can be a great way setting reminders, prompting updates and be prepared for what comes next.

To get this –

I need to do this –

Create New Metric;

  • Title – Incomplete Actions
  • Description – Incomplete Actions, with action start date and action user. Includes a filter for action status = incomplete.
  • Record Type -
  • Date Field – Actions – Start date
  • Aggregate Type – Count
  • User Field - Action - Users
  • Permissions - Actions
  • Filter – Action Status is Incomplete

Then add a new Widget –

  • Click + Add Widget
  • Chart Type – Bar Chart
  • Record Type – Actions
  • Metric – Incomplete Actions
  • Group by – Date - Day/Month/Year
  • Second Group by – Other – Actions – Action Type
  • Date FilterThis Month.
  • User FilterSelect User Name.
  • Set TitleIncomplete Actions.
  • Chart Direction – Vertical

Powered by Zendesk