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Generate and Download Reports

Unit Administrators can run and save customized Case Information reports, reports on form data, and reports on voting results. This article explains how to generate, customize, download and save reports in Interfolio Review, Promotion & Tenure (RPT).

 

Generate and Download Reports

Navigation: Reports > Desired tab

  1. Click Reports under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Reports selected
  2. Select the tab based on the type of report desired to run; Case Information, Forms, or Voting Results. Select the tabs below to view more information on how to run these type of reports.

    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. As filters are applied, the list of cases is narrowed to include only the filters applied.

     

    1. Ensure the Case Information tab is selected on the Reports & Logs page.

    2. Select the desired filters to used by selecting the checkboxes.

    3. Select the desired Columns for the report using the Columns dropdown.
     Columns dropdown with options selected

    4. Click Done when finished.

    5. Click Save under Applied Filters when finished.
    Applied Filters section with Save button

    6. Enter Report Name. This will save the filters and columns of the currently displayed report to be reloaded later.

    Click Saved Reports adjacent to the Columns button to reload the results of a saved report.

     

    7. Click Download CSV to download the report results in a file that can be loaded into spreadsheet program.

     
     

    Forms

    Reports on form responses can be run for one or more packets in one or more units within a specified date range.

     

    1. Select the Forms tab on the Reports & Logs page.

    2. Select the Form, Unit(s), Date Range, and Packet(s) desired to run a report from using the dropdowns.

    3. Click View Report when finished to see the results in the browser, or click Download (CSV) to download a spreadsheet of the report

     
     

    Voting Results

    The Voting Results report lists the results for all committees voting on a particular case in a particular unit.

     

    1. Select the Forms tab on the Reports & Logs page.

    2. Select the Unit(s) and Packet using the dropdown

    3. Click View Report when finished. Voting results for committees hearing the case are displayed

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