Reporting Fields - Check-Ins

With this enhancement, the following fields that already exist can now be added to the exception filters.

  • Check-In Creator
    • User Full Name
    • User ID
  • Check-In Last Modified By
  • Check-In Follow-up Assignee
    • User Full Name
    • User ID
  • Check-In Created Date
  • Check-In Follow-up Completed
  • Check-In Follow-up Due Date
  • Check-In Frequency
  • Check-In ID
  • Check-In Is Archived
  • Check-In Last Activity date
  • Check-In Last Modified date
  • Check-In Meeting Date
  • Check-In Meeting Status
  • Check-In Name
  • Check-In Note Has Content
  • Check-In Note Type
  • Check-In Template Title
  • Check-In Topic Title

How Does this Enhancement Benefit My Organization?

Ability to run exception reports to get a list of all users in the organization that do not have a check-in series created.


Click here to access the Reporting 2.0 Feature Focus playlist.


This functionality is automatically enabled for all organizations using the Reporting 2.0 module.


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.