This document covers everything you need to know about how to create, save, and run a requests report. You can create and run a report about all or a subset of the requests you have access to. You can create a report for a one-time download as either a CSV or XLSX file, or save the report to run at a later time.
There are two ways to customize what request data is included in a report:
By request: You can use the search and filter options on the left-hand side of the All Requests index to determine what requests are included in the report (corresponding to rows on the report). You will need to apply the requester filters each time you run the report.
By field: When creating the report you will have the option to choose which fields are included (corresponding to columns on the report). You can choose to save your selected fields as a canned report to run at any time.
Create and Run Request Reports
When creating a requests report, you have the option to run it once or save it as a canned report to run at any time. The selected request fields will be saved in the canned report. However, any filters applied to the requests included will have to be applied each time the request is run.
Instructions
Sign in to your account
Click the All Requests link in the header
(Optional) Filter the request list so it only shows the requests that you want to export data for
Note:
To learn more about different filters and search options, review the All Requests Page article.
Click the Run Report button in the upper right-hand corner
Select the fields you would like to include, these become column headers in the report
Note:
Any custom fields that have been created are automatically included in the report as options in the Reports details section.
Select whether you would like to run the report once or save it to run later:
Run the Report Once: Click the Run Report button
Run and Save the Report: Check the box Name and save report and enter a Report name in the field provided.
The report will automatically download to your device, check your Downloads folder if you don't see it in your browser
Run a Saved Requests Report
A saved report will contain only the request fields that were included when the report was saved. If you want to run the saved report on only a subset of requests, you will need to apply any filters and searches before opening the Report menu.
Instructions
Sign in to your account
Click the All Requests link in the header
(Optional) Filter the request list so it only shows the requests that you want to export data for
Click the Run Report button
Click the Saved Reports tab
Choose a Saved report from the drop-down and click Run Report
The report will automatically download to your device, check your Downloads folder if you don't see it in your browser