Reporting for Client Users

Modified on Thu, 4 May, 2023 at 3:54 PM

The Reports that are available in your environment are fully customizable and will allow you to look at various details that will help you get a deeper insight into your current and historical data.

 

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Currently Available Reports:

  • Compliance Expired
  • Compliance Missing
  • DNR Candidate
  • Early Term/Cancel
  • Extension
  • Job
  • Submittal
  • Timesheet Detail
  • Timesheet Week

 

 

You can customize your reports by using the Advanced filters and managing your column selection. Reports will be exported with the filters that were applied to them.

 

 

 

Exporting a Report

Reports can be exported in a CSV format by clicking on the Create/View CSV in the top right corner of your screen.

 

  • On the pop-up window click on Create CSV
  • After receiving the green success message, you can see that your requested report has been added to the queue. It can take a few minutes for the system to create the csv report depending on the size of data.
  • While the report is in a pending status you can navigate off the reports screen and even log out of the system, the report creating process will not be cancelled. If you stay on the report pop-up screen, click on Refresh.
  • When the report has been created, the status will change to Ready to Download and you will be able to click on the download icon on the right side.  

 

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