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:
Category
Status (To do)
Actioned by (To do), and
Actioned on (To do).
🖊️ Note: Category and Status (To do) help you filter the report results to focus on the type and status of To dos you’re interested in. Actioned by (To do) and Actioned on (To do) provide the key audit information for any To do task — who actioned it and when.
All other fields are optional and can be added to provide further 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.
Use your report
You can now:
Export the report as a CSV
Create charts to visualise the data
Analyse with AMI for insights (Elite and Enterprise only)
FAQ
Q: How can I see who approved an event request, such as a holiday request, and when it was approved?
A: To see who approved an event request and when it was approved:
Go to Dashboard > Reports > To dos.
Click Create.
Select these fields:
- Category
- Status (To Do)
- Actioned by (To-do)
- Actioned on (To-do)Click Next to generate the report.
In the Category column, apply a filter to show Event Request only.
The resulting report shows event requests and their status, who actioned each request, and when it was actioned. You can use this to audit Calendar & Planner event approvals, including holiday requests.
💡 Tip: A saved and published report will update with newly actioned event requests, so you can return to the same report whenever you need an up-to-date view.