The Request Progress Report compares Request information from the current fiscal or calendar year with Request information from the last fiscal or calendar year.
Steps to Generate a Request Progress Report
Click Reports > Request Management Reports > Request Progress. The Request Progress screen will be displayed as shown below.
Enter information in the following fields as necessary:
Field | Description |
|---|---|
Report Header Display Options | |
Display on Page | Display the report header on the report. |
Do not display on Page | Do not display the report header on the report. |
Year Type | |
Fiscal Year | Generate the report based on the fiscal year. |
Calendar Year | Generate the report based on the calendar year. |
Select Dates for Column 1 | |
From | The date range will be calculated from for column 1. |
To | The date range will be calculated to for column 1. |
Select Dates for Column 2 | |
From | The date range will be calculated from for column 2. |
To | The date range will be calculated to for column 2. |
Filter By | |
Request Type | Request Type(s), as selected from the drop-down menu. All will be selected by default. |
Action Office | Action Office(s), as selected from the drop-down menu. All will be selected by default. |
Requester Details | |
Requester Filter Criteria | Use Requester Filter Criteria to generate the report. Selecting this option will display Requester Filter Criteria fields. |
Individual Requester | Select an Individual Requester to generate the report. Selecting this option will display an Individual Requester field. |
Requester Filter Criteria | |
First Name | First Name of the Requester. |
Last Name | Last Name of the Requester. |
Default Category | Default Category, as selected from the drop-down menu. All will be selected by default. |
Organization | Name of the Requester's Organization. |
State/Province | Requester's State/Province, as selected from the drop-down menu. |
Individual Requester | |
Individual Requester | Search criteria to locate a Requester |
Click Generate. The Request Progress Report screen displays as shown below:
For information on printing reports, see Printing, Emailing, and Exporting Reports.