Reporting
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      Reports Tab (Admins + Dept Amins only)

      Admins can create and run reports about invoices/payments, time tracking, and template use - all under the Reports tab at the top right corner of your portal. You can create a report that covers all-time or select custom dates. These reports will help your agency do high-level analysis of users' time spent in the portal and your public records request process in general.

      For more information on downloading requests reports, click here.

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

      How to create an invoicing and payments report

      You may need invoice/payments reports to cross reference with Finance departments or to help add up totals in terms of how much requests are costing your agency.

      Steps for creating an invoicing and payments report:

        1. Sign in to your account
        2. Click the REPORTS tab at the top right
        3. Select the report option for Invoicing and Payments
        4. Choose whether you want to run a report for all-time or a custom date range
        5. (Optional) Enter the start and end dates for your custom date range
        6. Choose to include Paid invoices or Outstanding invoices (or both!) in your report
        7. Click GENERATE

      How to create a time tracking report

      This report can be useful to agencies that are interested in seeing an aggregated total of time spent on requests by NextRequest users. In turn, you can use a report in performance reviews or in budget analysis.

      Steps for creating a time tracking report:

      1. Sign in to your account
      2. Click the REPORTS tab at the top right
      3. Select the report option for Time Tracking
      4. Choose whether you want to run a report for all-time or a custom date range
      5. (Optional) Enter the start and end dates for your custom date range
      6. Select a Report Type (total time by staff member, total time by department, total time by request by staff member or all time entries)
      7. Click GENERATE

      How to create a template use report

      This report can be helpful for any agency that's trying to get a better picture of which types of responses are sent to requesters most often and in turn see which requests or types of requests had certain templates used or warranted certain responses.

      Steps for creating a template use report:

      1. Sign in to your account
      2. Click the REPORTS tab at the top right
      3. Select the report option for Template Use
      4. Choose whether you want to run a report for all-time or a custom date range
      5. Click GENERATE