Who it's for: Administrators and users with the relevant reporting permissions

Platform: Sense HR

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into Sense HR

☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)

Overview

This report helps administrators audit activity across To do tasks by providing a clear record of actions taken within the system. It’s useful for understanding task completion patterns, verifying that actions were completed as expected, and supporting accountability across teams.

By including additional fields such as creation dates, due dates, or assignees, the report can also provide wider context around how tasks are created, assigned, and completed over time. This makes it a valuable tool for operational oversight, process reviews, and compliance reporting.

Navigation path

Dashboard > Reports > To dos

Steps to create a To do activity audit report

Navigate to user To dos report

1. Open Reports from the left-hand navigation menu.

2. Scroll down to To dos and select it.

3. Click Create.

Create your report

1. Select the following fields:

Actioned by (To-do), and
Actioned on (To-do).

🖊️ Note: All other fields are optional for added context.

2. Click Next to load your results.

3. (Optional) Use Manage fields to refine your report by adding fields or removing fields

4. (Optional) Use filters to further refine your report

Save your report

1. Click Report details

2. Enter a Report name, (optional) Report description, and (optional) AMI prompt for analysis.

3. Close the Report details dialog

4. You can either:
• Click Save changes and then click Back to save as a draft
• Click Save changes and then click Publish to finalise the report
Changes to Report details are not saved until you click Save changes

🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.