Run the Overdue Items report if you want to view overdue To-Dos and Appointments by Lead VRC/Claims Consultant and by Assignee to get a quick view of potential gaps in coverage and see who might need extra help; get an overview of how timely scheduled activities are being completed across the firm and the detail behind the summary numbers to investigate specific questions that may arise from reviewing the summary.
This book style report has two tabs: Overdue Items Summary and Overdue Items Detail.
The Overdue Items Summary shows To-Dos or Appointments (depending on Task Types selected) which are not completed and whose due date is prior to today. Results include the number of overdue items, average days overdue, and most overdue item for each individual having any overdue items.
The Overdue Items Detail view shows what type each overdue item is, its title and due date, who is involved, and the relevant account and claim.
The Summary by Lead VRC/Claims Consultant shows all overdue items for that Lead’s cases/claims, regardless of who created them or was assigned to them. The summary by Assignee shows only items assigned to that person.
Export to Excel to see the summary and detail reports in separate workbook tabs and use filtering to view the details you are interested in.
Parameters:
Task Type (required) can limit results to only one Task Type (To Do or Appointment) or show both of them. The default value is All.
Case Status (required) allows you to filter results based on case status, either Open, Closed, or both (no filter). The default value is Open.
Case Lead (optional) is used to restrict results to cases with a particular VRC or group of VRCs in the Lead role.
^Let me pick inactive Leads^ checkbox (unchecked by default) is used to include inactive VRCs in the Case Lead parameter drop-down. Inactive VRCs will not be included unless this box is checked.
Assigned To (optional) allows you to restrict results to tasks assigned to particular individuals.
^Let me pick inactive Assigneds^ checkbox (unchecked by default) is used to include inactive VRCs in the Assigned To parameter drop-down. Inactive VRCs will not be included unless this box is checked.
Notes:
The Overdue Items Detail tab is sorted by Due Date/Days Overdue (most overdue at the top).