Reviews Coming Due Report

The Reviews Coming Due Report provides staff with a list of all client reviews that have a due date that falls in the Reporting Period.

This report should be run as needed.

*  Indicates required fields

To access a Workload report:

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

2. Select Workload from Task Navigation to display the list of available Workload reports and a description of each report.

3. Click the Report Name hyperlink for Reviews Coming Due Report.  The Report Parameters page displays.

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

   1. Enter the Begin Date* using the <mm/dd/yyyy> format or the calendar icon.

   2. Enter the End Date* using the <mm/dd/yyyy> format or the calendar icon.

   3. Enter the Region, Office Location, Office Type, and/or Unit Type as needed to limit the amount of returned data.

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.