Reporting Fields - Succession

With the March '23 Release, new fields have been introduced to the Succession area of Reporting 2.0:

  • Succession Task fields have been added

Succession Task

The following new fields have been added to the Succession Task section of Reporting 2.0:

Field Name Field Description Field Type
Task Start Date This field displays the date when the succession task is set to begin. Date
Task End Date This field displays the date when the succession task is set to be completed. Date

Implementation

Upon release, this enhancement is available for all portals with Reporting 2.0.

Permissions

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.