Export Custom Action Reports

Admin users can create tailored action reports by filtering the actions list and exporting the results as PDF or CSV. Reports can be downloaded directly or attached to a meeting agenda item for inclusion in a meeting pack.

Filter Your Actions

Before exporting, use the Show Advanced Options button on the Actions page to narrow down the actions you want to include in your report. You can filter by:

• Status (Not Yet Started, On Hold, In Progress, Complete, Closed)
• Date range
• Specific assignees
• Meeting types

Export the Report

1. Once your filters are set, click Export
2. Choose PDF or CSV
3. Optionally tick Include action comments to include comments in the export (private comments are excluded)
4. Click Export Now to download the file directly to your device

Attach an Action Report to a Meeting

Instead of downloading, you can attach the exported action report directly to a meeting agenda item. This is useful for preparing meeting packs with a tailored actions summary without needing to download and re-upload.

1. After clicking Export, tick the Exported document to meeting agenda item checkbox
2. Select the meeting you want to attach the report to
3. Select the specific agenda item within that meeting
4. Click Attach to Meeting

The action report will appear as a document on that meeting's agenda item, ready for the meeting pack.