The Documents Requests Report displays information about document Folders added to Requests.
Steps to Generate a Documents Requests Report
Click Reports > Document Reports > Document Requests. The Documents Requests screen displays as shown below.
Enter information in the following fields as necessary:
Field | Description |
|---|---|
Report Header Display Options | |
Display on all pages | Display the report header on all pages of the report. |
Display on 1st page | Only display the report header on the first page of the report. |
Do not display on any pages | Do not display the report header on any pages of the report. |
Select Report Type | |
Display Requests that contain following documents | Display Requests that contain documents from a specified Folder and File Cabinet Drawer. |
Display documents that are added to following requests | Display documents that are added to selected Request(s). |
Document Search Criteria (displayed if Display Requests that contain following documents was selected as the Report Type) | |
Folder Name | The name of a Folder. |
File Cabinet Drawer | File Cabinet Drawer(s), as selected from the drop-down menu. Click Search Folder to select specific Folder(s) from the selected File Cabinet Drawer(s), then click Generate to generate the report. |
Search Criteria (displayed if Display documents that are added to following requests was selected as the Report Type) | |
Request # | Identification number for a Request to be included |
Request Type | Request Type, as selected from the drop-down menu. All will be selected by default. |
Requester | Requester(s).to be included in the report |
Include On Behalf Of | Include the On Behalf Of field in the search criteria. |
Description | All or part of the Request Description. |
Action Office | Action Office(s), as selected from the drop-down menu. |
Request Status | Request Status(es) you want to include in the search criteria. |
Request Owner | Request Owner to be included in the report |
Requests Assigned To (displayed if Display documents that are added to following requests was selected as the Report Type) | |
Action Office (User) | Action Office, as selected from the drop-down menu. All will be selected by default. |
Assigned to User | Assigned User or Primary User the Requests are assigned to |
User Group | User Group Requests are assigned to, as selected from the drop-down menu. All will be selected by default. |
User | User the requests are assigned to |
Request Date Options (displayed if Display documents that are added to following requests was selected as the Report Type) | |
Requested between | Date range within which a Request was requested. Optionally, select the Current Day option and select an option from the drop-down menu. |
Received between | Date range within which a Request was received. Optionally, select the Current Day option and select an option from the drop-down menu. |
Original Closed between | Date range within which an original Request was closed. Optionally, select the Current Day option and select an option from the drop-down menu. |
Closed between | Date range within which a Request was closed. Optionally, select the Current Day option and select an option from the drop-down menu. |
Remaining | Number of days remaining in the Request |
Click Generate. The Documents Requests Report displays as shown below.
If you select Display documents that are added to following requests in the Select Report Type section, additional fields displays as shown below.
