Reports show where submissions stand in your department: what waits for assignment, what waits for approval and how long reviews take. You see the reports an administrator has made available to you.
Running a report#
- Open My Reports in the left menu. Reports are grouped by report type, with your favorites at the top.
- Click a report name. The report opens with its parameters; expand Report description for an explanation.
- Set the parameters (see below) and click Show.
The results appear in a grid that you can sort, filter and export to Excel like any other grid.
Report parameters#
| Parameter | How it works |
|---|---|
| Period | From month and year to To month and year. It covers whole months, from the first day of the start month to the last day of the end month. Defaults to January to the current month of this year. |
| My department(s) | One of the departments you belong to. Required. |
Reports filter on the date the submission was created.
Standard reports#
There are four report types, one per kind of department: Status Reports for Submitting / Approval / Validation / Confirmation Departments. Each contains the same three reports for its tier:
| Report | Lists |
|---|---|
| Submissions waiting assignment | Submissions where your department's box is still Not assigned, with created date and by whom, action period, meeting date and cutoff. |
| Submissions waiting submission / approval | Submissions that are assigned and ready but not yet approved, with the assigned person and ready date. |
| Submission status / Approval status | Assigned and ready submissions with the assigned date, ready date and ready period: the minutes from assignment to ready. |
Giving people access to reports#
Administrators decide who sees which report, from either direction:
- Organization Mng → User → User - Reports: pick a user, tick their reports.
- Organization Mng → User → Report - Users: pick a report, tick its users.
Setting up reports#
Reports are defined under Settings → Report Types and Settings → Reports. A report has a type, name, description, a data source (the database query that produces it) and data elements: the parameters shown to the user.
| Data element | Effect |
|---|---|
| PeriodSelector | Shows the From / To period. |
| MyDepartments | Shows the department list. |
| ApprovalTierId | Fixes the report to one approval tier (hidden). |
| TenantId | Fixes the report to the organization (hidden). |