The Request Summary Report displays information about the entire Request life cycle, from receipt to completion.
Steps to Generate a Request Summary Report
Click Reports > Request Management Reports > Request Summary. The Request Summary Report screen displays as shown below.
Enter information in the following fields as needed:
Field | Description |
Report Header Display Options | |
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 the report. |
Reporting Period | |
Between the Dates | Generate the report for Requests for a specified date range. If selected, also select two dates to determine the date range. |
For the Month | Generate the report for a specified month. If selected, also select a Month and Year from the drop-down menus. |
For the Year | Generate the report for 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 from a selected year to the current date. If selected, also select a Year from the drop-down menu. |
Filter By | |
Request Type | Request Type(s) to include in the report. 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 Category | Requester Categories to include in the report. All will be selected by default. |
Click Generate. The Request Summary Report displays as shown below.
