View the Reviewer Report
The Reviewer Report provides a snapshot of the statuses of each workflow section for each application, sorted by the different reviewers, using the colored dots to display the different statuses. You can see a text version of the statuses by hovering your mouse over each dot. You can also download a .csv file to see a complete text output of the workflow sections and their statuses.
Steps
Got to Reports > Reviewer Report.
Set your Report Parameters to determine what will be included in the report:
Use the Application Type dropdown menu to select the application type for the report results. You can only view one application type at a time.
Click in the Date Fields to select the date range. The first filed is the Start Date and the second field is the End Date. If you leave the End Date blank, it will include records up to today.
Select the application Statuses to include in the report results. Click the dropdown and select or deselect statuses. Selected statuses have a green checkmark beside them. You can select more than one status to include in your results.
Use the Permit Managers dropdown to select the applications that fall under specific permit managers. To see all applications, choose All Permit Managers.
Use the Reviewers dropdown to select the reviewers to include in the report. To include all reviewers, choose the All Reviewers option.
Once you've set your parameters, click View Report to see your results. If you make any changes to the parameters, you'll need to click View Report again to see the changes.
To export the report to a .csv file, click Export Report and the file will download to your computer.
Report Example
