how do i generate reports on project requests?

STEP 1: Navigate to the core facility Reporting tab.

To access custom form reporting, navigate to your core facility Reporting tab, then click on the Requests link. (Figure 1) 

Figure 1:Reporting > Requests

STEP 2: Load default/saved report or build a new report.

You may load the default report, or you may load a saved report. (Figure 2) 

Figure 2: Choose to load saved report or build a new one.

You may also choose to build a new report. To do so, follow the steps below.

STEP 3: Click Build new button.

To build a new report, click on the Build new button. (Figure 2)

STEP 4: Select a Date Range.

Select a start date and an end date of the requests you want to report on, or select from the default date ranges provided in the pop-up menu.  (Figure 3) 

Figure 3: Select a date range.

STEP 5: Select date field.

Then select if you want to only report on completed requests or all submitted requests within the date range.  (Figure 4)

Figure 4: Select date field.

STEP 6: Customize display.

You may select how you would like the data to display. (Figure 5) 

Figure 5: Customize the display.

STEP 7: Click Run report.

Your report will now display.

ACTIONS YOU MAY TAKE ON A REPORT

(Figure 6) 

Figure 6: Actions on a report.

  • Save: Name and save your report for sharing and later access. (Figure 7) 

Figure 7: Save report

  • Share: Share your report with colleagues. (You must first save the report to share it.) (Figure 8) 

Figure 8: Share the report.

  • Email: Email your report to colleagues of your choosing. (Figure 9) 

Figure 9: Email the report.

Export: Export your charts and tables as a PDF, in a csv, in xls format or export all of the source data for further review in a different application. (Figure 10) 

Figure 10: Export the report.

  • Print Preview: Preview how your report will look when emailed or printed.

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