How do I access reports of ePaks that belong to the Groups that I manage?
To access reports about ePaks that belong to Custodians that you are manager of click the Report link in the navigation bar.
Then click the Group Reports link on the left side of the page. A list of ePak reports will be displayed. Select the desired report. The report tool will open. Enter a start date and end date. Click View Report button. The report data will be shown on the screen. Alternatively, you may click the Download CSV button to download the report data in a CSV file.
The reports available to Group managers are:
- Group ePaks List of all ePaks belonging to the groups I manage
- Group Velocity My groups’ ePak completion time
- Group Volume Totals of my groups’ ePaks by status
- Group Recipients Information about my groups’ ePak recipients
- Group Activities
Activity details for all my groups’ ePaks Please note that you may view a report for all groups that you manage, or you may view a report for a single group by using the groups dropdown menu in the report tool.
How do I access reports of ePaks that belong to the Groups that I manage?
Click the Reports link in the navigation bar and select ‘Group Reports’. A list of ePak reports will be displayed. Select the desired report, enter a start date, and end date, select the group from dropdown and click the Download button to download the report data.
The reports available to Group managers are:
– Group ePaks – List of all ePaks belonging to the groups I manage
– Group Velocity – My groups’ ePak completion time (Completed ePaks only)
– Group Volume – Totals of my groups’ ePaks by status
– Group Recipients – Information about my groups’ ePak recipients
– Group Activities – Activity details for all my groups’ ePaks