Request for Documents Action Status Report

The Request for Documents Action Status Report displays information about the status of requests for documents that were sent.

Steps to Generate a Request for Documents Action Status Report

Click Reports > Request Management Reports > Request for Documents Action Status. The Request for Documents Status Report screen displays as shown below.
Enter information in the following fields as needed:

Field	Description
Report Header Display Options
Display on 1st Page	Display the report header on the first page of the report.
Display on all pages	Display the report header on all pages of the report.
Do not display on any pages	Do not display the report header on any pages of the report.
Request for Documents Filters
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.
Completed Between	Date range within which a Request was received. Optionally, select the Current Day option and select an option from the drop-down menu.
Request for Document Status	Request for Document Status, as selected from the drop-down menu
Request for Documents Action Status	Request for Document Status, as selected from the drop-down menu
Requests Received
Between the Dates	Generate the report for Requests received within a specified date range. If selected, also select two dates to determine the date range.
For the Month	Generate the report for Requests received within a specified month. If selected, also select a Month and Year from the drop-down menus.
For the Year	Generate the report for Requests received within a selected year. If selected, also select Calendar Year of Fiscal Year, and select a Year from the drop-down menu.
Year to Date	Generate the report for Requests received from a selected year to the current date. If selected, also select a Year from the drop-down menu.
Filter By
Request ID	Identification number assigned to a Request.
Action Office	Action Office(s), as selected from the drop-down menu. All will be selected by default.
Request Status	Requester Statuses to include in the report. All will be selected by default.
Requester Default Category	Requester Default Categories to include in the report. All will be selected by default.
Request Type	Request Type(s) to include in the report. All will be selected by default.
Assigned User
Action Office (User)	Action Office of the user that sent the request for documents. All will be selected by default.
Assigned to User	Assigned User or Primary User the Request is assigned to
User Group	User Group, as selected from the drop-down menu. All will be selected by default.
Include Inactive Users	Include inactive users in the report.
User	The user to include in the report.

Click Generate. The Request for Document Status Report displays as shown below.