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Reports: Generate a To do activity audit report (Admin)

Create a report showing who actioned a To-do, when it was actioned, and optional details like Date Created or Assignee.

Updated over 3 weeks ago

Who it's for: Administrators

Platform: Web app

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into the Sense Workplace web app

☑️ Been assigned administrator permissions


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) Refine your report by adding fields, removing fields, or applying filters.


Save your report

1. Click Next when your report is ready.

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

3. You can either:

  • Click Save as draft to save without finalising,

  • Click Save to finalise the report

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


Use your report

After saving, you can:

  • Export the report as a CSV

  • Create charts to visualise the data

  • Analyse with AMI for insights (Elite and Enterprise only)

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