To view a report of all action items in your tracker, open the reporting page URL from the Action Items Tracker configuration tab in the Valotalive Dashboard. The page shows all items with their current status, assignee, dates, and notes, and lets you filter, sort, and download the data as a CSV file.
No login required: The reporting page is accessible to anyone with the URL — no Valotalive account is needed. Share it with managers or team leads who need visibility of action items without access to the dashboard. |
How to find your reporting page URL
The reporting page URL is available in the Action Items Tracker app configuration in the Valotalive Dashboard.
Log in to the Valotalive Dashboard.
Open the Action Items Tracker app.
Go to the Configuration tab in the left navigation.
Scroll to the bottom of the Configuration tab. Find the field labelled Your access URL to the report.
Click Copy to clipboard to copy the reporting page URL. You can also click Show to preview the URL in your browser first.
Copy the URL and share it with anyone who needs access to the report.
Page name: The reporting page title is taken from the Title field in your app configuration. If you named your app 'Acme's Actions', that is what appears as the page heading. To change the page title, update the Title field in the Configuration tab. |
Regenerating the URL: If you need to invalidate the current reporting URL — for example if it has been shared too broadly — click + Regenerate next to the field in the Configuration tab. This creates a new URL immediately and the old one will no longer work. Share the new URL with anyone who needs access. |
What's on the reporting page
The reporting page shows all action items currently in your tracker. At the top of the page:
Todo count: The total number of open (non-completed) items is shown prominently at the top left.
Generated timestamp: The top right shows when the page was last generated, in yyyy-mm-dd hh:mm format.
Columns
The report table has seven columns, all sortable by clicking the column header:
Column | What it shows | Notes |
Status | Current status badge of the action item | Colour-coded: Pending, In progress, Not started, Completed, Rejected, Expired |
Action Item | The task name as entered in the Digital Tier Board | Click to expand version history if previous edits exist |
Assigned To | The person the item is assigned to | Matches the Assigned to field in the Digital Tier Board |
Due Date | The deadline set for the action item | Sortable — click column header to sort ascending or descending |
Created Date | When the action item was first created | Timestamp in yyyy-mm-dd hh:mm format |
Edited Date | When the action item was last modified | Updates whenever any field is changed on the item |
Notes | Any notes added to the action item | Full notes text visible in this column |
How to filter the report
Use the filter controls at the top of the page to narrow the list:
Due From / Due To: Filter items by due date range. Enter dates in dd.mm.yyyy format.
Status: Filter by a specific status — Pending, In progress, Not started, Completed, Rejected, or Expired. Default shows all statuses.
Assigned To: Filter by a specific team member. Default shows items assigned to all team members.
To clear all filters and return to the full list, click Reset.
Tip: Filter by Status = Not started or In progress and sort by Due Date to quickly identify the most urgent open items before a meeting. |
Viewing version history
Each action item in the report keeps a full version history — a record of every change made to it since it was created.
To view the history of an item:
Click the arrow (>) to the left of the action item row.
The row expands to show VERSION HISTORY and the number of previous versions.
Each previous version shows the status, action item name, assignee, due date, created date, edited date, and notes at the time of that version.
Audit trail: Version history gives you a complete audit trail of every action item — who it was assigned to, when it changed status, and what notes were added at each stage. This is available on the reporting page only, not in the Digital Tier Board view. |
How to export the data
Two CSV export options are available at the top right of the page:
Download CSV: Exports the current list of action items with their latest field values. Filters applied on the page are reflected in the export.
Download CSV with History: Exports all action items including their full version history. Each version of an item appears as a separate row, giving you a complete change log.
The exported CSV can be opened in Microsoft Excel, Google Sheets, or any spreadsheet application for further analysis or reporting.
Tip: Use Download CSV with History for management reporting or compliance purposes where you need to show the full lifecycle of each action item, not just its current state. |