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      Downloading a Requests Report

      Can I run a report about the requests I have access to?

      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
      • Screen Shot 2021-09-21 at 10.03.33 PM
      • 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.  

      This document covers everything you need to know about how to create, save, and run a requests report. Click on a link below to jump to that section:

       

      How to create and run a requests report

      When creating a requests report you have the option of running it once or saving 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

      Steps for creating a requests report

      1. Sign in to your account
      2. Click the ALL REQUESTS link in the header
      3. (Optional) Filter the request list so it only shows the requests that you want to export data for. For information about the different filters and search options click here.
      4. Click the Run Report button in the upper right hand corner
      5. Select the fields you would like to include, these become column headers in the report. 
      6. Select whether you would like to run the report once or save it to run later:
        • To run the report without saving, click the Run Report button
        • To run the report and save it for later,  check the box Name and Save Report and enter a Report Name in the field provided
      7. The report will automatically download to your device, check your Downloads folder if you don't see it within your browser

       

      How to 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

      Steps for running a saved requests report

      1. Sign in to your account
      2. Click the ALL REQUESTS link in the header
      3. (Optional) Filter the request list so it only shows the requests that you want to export data for. For information about the different filters and search options click here.
      4. Click the Run Report button
      5. Click the Saved Reports tab
      6. Click the RUN button next to the report that you want to run
      7. The report will automatically download to your device, check your Downloads folder if you don't see it within your browser

       


       

      How to delete a requests report

      Steps for deleting a requests report

      1. Sign in to your account
      2. Click the ALL REQUESTS link in the header
      3. Click the Run Report button
      4. Click the Saved Reports tab
      5. Click the Delete icon (Screen Shot 2021-11-08 at 6.14.29 PM) next to the report you want to delete
      6. Click OK