The Request for Documents Actions Report conveniently shows regions where requested documents were sent, the mode in which they were sent, the action officer, the due dates, and other related information.
Steps to Generate a Request for Documents Actions Report
Click Reports > Custom Reports > Request for Documents Actions. The Reading Room Document screen displays as shown below. For instructions on configuring permissions and a report schedule, see the instructions under the Custom Reports section.
To use saved report criteria, select an option from the Select Saved Report Criteria drop-down menu, then proceed to step 4. To create a new report, click Next, then proceed to step 3. After clicking Next, the following screen displays:
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. |
Include Search Criteria in Generated Report Print | Include search criteria in the printed version of the generated report. |
Select Options | |
Group By | The criteria you want to group by. |
Sort By | The criteria you want to sort by. |
Sort Order | Sort the report in Ascending or Descending order. |
Filter By | |
Request ID | ID number of requests to include in the report |
Action Officer | Action Officer associated with RFD actions |
Requested Between | Use the calendar icons to select a date range for requests received in that period of time. Alternatively, select the drop-down to select the current or previous day, week, month, quarter or year. |
Completed Between | Use the calendar icons to select a date range for requests completed in that period of time. Alternatively, select the drop-down to select the current or previous day, week, month, quarter or year. |
Action Office | Select an action office to use for filtering RFD actions |
Program Office | Program office(s) to include in the report |
Request for Documents Status | Request for Documents Status(es) to include in the report |
Request for Documents Action Status | Request for Documents Actions Status(es) to include in the report |
Request Status | Request Status(es) to include in the report |
Request Type | Request Type(es) to include in the report |
Processed/Remaining | Include requests that were either Processed or Remaining, then use the drop-down to select an operator, and enter the number of Days |
Request Age | Include Requests of a specific age. Use the drop-down to select an operator, and enter the number of Days of the requests' age to include in the report |
RFD Age | Include RFDs of a specific age. Use the drop-down to select an operator, and enter the number of Days of the requests' age to include in the report. Use the As of field to determine when the included RFDs should reach the desired age. Select Default to today's date to use the current date to determine the age. |
Custom Fields | |
Custom Fields | Any custom fields that are common across the selected File Cabinet Drawers are available to include in the report |
Select Fields | |
Select Fields | Field(s) you want to apply to the report. Click the Right Arrow icon to add the selected fields to the Selected Fields list. Click the Right Double Arrowhead button to add all fields from the list. |
Selected Fields | Selected Fields to be displayed in a list for this field. To remove Selected Fields from the list, select the Selected Fields you want to remove, then click the Left Arrow button. To remove all Selected Fields from the list, click the Left Double Arrowhead button. To move a selected item from the list one position up or down, click the Up or Down button accordingly. |
Click Generate. The Request for Documents Actions Report displays as shown below.
NOTE: After entering report criteria, click Save Report Criteria to save the report criteria for future reports. The Save Report Criteria window displays as shown below. Enter the name of the Report Criteria in the space provided, then click Save.
For information on printing reports, see Printing, Emailing, and Exporting Reports.