Requests Report

The Requests Report displays information related to Requests.

Steps to Generate a Requests Report

Click Reports > Custom Reports > Requests. The Request 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, then proceed to step 4. To create a new report, click Next, then proceed to step 3. After clicking Next, the following screen displays:
Enter information in the following fields 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.
Then Sort By	Optionally, add additionally secondary sorting criteria using the Then Sort By and Order fields. There are options to add three sorting criteria
Search Criteria
Request Number	Number of the request for which you want to generate the report.
Action Office	Action Office to include in the report
Request Type	Type of request(s)
Request Status	Status(es) of requests to be included
Requester	Requester(s) to include in the report
Request Owner	User(s) assigned as owners of requests to be included
Description	Full text search field to matching request Descriptions
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 Right Arrow icon to add the selected fields to the Selected Fields list. Click the Right Double Arrowhead 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 Left Arrow button. To remove all Selected Fields from the list, click the Left Double Arrowhead button. To move a selected item from the list one position up or down, click the Up or Down button accordingly.

Click Generate. The Requests 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 fields indicated.

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