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Generate and Download Reports

Unit Administrators can run and save customized Case Information, Forms, and Voting Results reports. This article explains how to generate, customize, download, and save reports in Interfolio Review, Promotion & Tenure (RPT).

 

Generate and Download Reports

Navigate to the Reports page, and select the tab for the type of report you would like to run. Check out the tabs below for information on each tab of the Reports & Logs page.

Case Information

Case Information reports allow for the creation of customized reports to gather data on customized criteria for one or more packets (cases) within one or more units for a specified date range. Case Information reports are a list of all the cases at the institution.

 

Select the desired filters to use on the Case Information page by selecting the checkboxes.

  • Select the Columns dropdown to specify the columns that appear on the report.
  • You can click Save under the Applied Filters section to save the filters and columns of the currently displayed report to be reloaded later.
    Applied Filters section with Save button
  • Previously saved reports can be found under the Saved Reports dropdown.
 
 

Forms

Reports on form responses (e.g. Candidate or Committee Forms) can be run for one or more packets in one or more units within a specified date range.

 

 
 

Voting Results

The Voting Results report lists the results for all committees voting on a particular case in a particular unit. Note that voting results are housed by step.

 

The names of voting members will display, but the names of committee members are not associated with the votes they cast.

 
 
 

2. Once you have selected the filters for your report, click View Report or Download (CSV).

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