Intake Summary Report

The Intake Summary Report provides summary information used to manage all applications, reviews, and information received on denials (IRODS).

This report should be run as needed.

*  Indicates required fields

To access this Shared Management report:

1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

2. Select Shared Management from Task Navigation. The Report Search page displays the list of available Data View reports and a description of each report.

3. Click the Report Name hyperlink for Intake Summary Report. The Report Parameters page displays.

4. On the Report Parameters page, complete the parameter values as follows:

   1. Select the Begin Month* from the drop-down menu.  

   2. Select the End Month* from the drop-down menu.

5. Select Excel from the Report Format* drop-down menu.

6. Click the OK button.
   
   NOTE: Reports can take some time to generate and do not indicate they are running after clicking the OK button.

7. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.