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.
NOTE: The Reviewed, Released, and Withheld page counts shown in this report reflect the counting property exclusions configured for Document Review Flags. If a Document Review Flag is set to Exclude from Pages Reviewed or Exclude from Pages Released, any pages assigned to that flag are excluded from the corresponding count. For details on configuring counting properties, refer to Document Review Flags.