Running the Strategy Cross Reference report

The Strategy Cross Reference report shows which strategies reference each action set, event set, and other strategies. The report also shows how each strategy starts. Any strategies, action sets, or event sets that are referenced but do not exist are flagged as well as any action or event sets that exist but are not referenced.

To run the Strategy Cross Reference report:

  1. From the Master menu, navigate to ClosedManagement Strategy > Work Strategies > Account Strategy (menu 10.3.25).

  2. In the Account Flow Manager window, select Strategy Cross Reference, and press Enter or click Ok.
  3. At the Select your output destination prompt, do one of the following:
    • To view the report on the screen, click View.
    • To email the report, click Email.
    • To print the report, click Print.

      • In the Select Printer to Use window, select a printer, and press Enter or click Ok.
    • To exit without running the report, click Cancel.

The following is an example of the Strategy Cross Reference report:

The following table describes the columns of the report:

Column

Description

Cnt A sequence counter.
"x" Name The name of the strategy, action, or event set.
Found In/Started From
File The name of the file the strategy, the action set, or the event set is stored in.
Name The name of the strategy the action or event set is found in. For strategies, this column lists the name of the action sets and event sets included in the strategy.