Request Progress Report

Prev Next

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

  1. Click Reports > Request Management Reports > Request Progress. The Request Progress screen will be displayed as shown below.

    Form for selecting report parameters including dates and requester details.

  2. Enter information in the following fields as needed:

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

  1. Click Generate. The Request Progress Report screen displays as shown below:

    Request progress report showing statistics for open and closed requests from 2014 to 2016.

For information on printing reports, see Printing, Emailing, and Exporting Reports.