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
- Click Reports under Review, Promotion & Tenure (RPT) on the navigation menu.
- Select the tab based on the type of report desired to run; Case Information, Forms, or Voting Results.
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.
- Ensure the Case Information tab is selected on the Reports & Logs page.
- Select the desired filters to use by selecting the checkboxes.
- Select the desired Columns for the report using the Columns dropdown.
- Click Done when finished.
- Click Save under Applied Filters when finished.
- Enter the 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.
- Click Download CSV to download the report results in a file that can be loaded into a 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.
- Select the Forms tab on the Reports & Logs page.
- Select the Form, Unit(s), Date Range, and Packet(s) desired to run a report from using the dropdowns.
- 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. Note that voting results are housed by step.
- Select the Forms tab on the Reports & Logs page.
- Select the Unit(s) and Packet using the dropdown
- 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.