Request For Documents Actions Report

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. To create a new report, click Next. After clicking Next, the following screen displays:
Enter information in the following field 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.
Folder Information
Folder Name	Name of the Folder for which you want to generate the report.
File Cabinet Drawer	File Cabinet Drawer(s) for which you want to generate the report. All will be selected by default.
Reading Room File Cabinets	Reading Room File Cabinet(s) for which you want to generate the report. All will be selected by default.
Reading Room Folder Name	Name of a Reading Room Folder
Number of Pages	Number of Pages
Review Layer Name	Review Layer Name
Reading Room Published By	User who published the Reading Room document
Method of Publishing	Method of Publishing for the Reading Room document
Reading Room Status	Reading Room Status
Reading Room Created Date	The date range within which the documents added to the Reading Room were created. Optionally, select the Current Day option and select an option from the drop-down menu.
Reading Room Published Date	The date range within which documents were added to the Reading Room. Optionally, select the Current Day option and select an option from the drop-down menu.
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 icon to add the selected fields to the Selected Fields list. Click the 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 button. To remove all Selected Fields from the list, click the button. To move a selected item from the list one position up or down, click the or 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.

Dialog box for saving report criteria with mandatory field indication and action buttons.