Administrators can run and export reporting data (in .csv format) across a variety of values from the EPR Reports page near the top of the navigation menu. Reporting options are broken down into three sections: reports by Assignment, reports by Project, and reports by User.
Assignment Reporting
Assignment reporting focuses on collecting information about plan review tasks (“assignments”).
Run a report immediately by clicking Download ( 
) or click on Apply Filters to Report ( ) to add optional report parameters before running the report.
Report Name | Description | Optional Report Parameters |
|---|---|---|
Open Assignments | Report listing all current assignments with a NOT STARTED or ACTIVE parent status. CSV export fields include Project Number, Project Name, Document Assignment Name, Current Submittal Number, Group, Assignee, Assignment Start Date, Assignment Due Date, Days Open (which calculates a number from the created date to the current date), and Status. | These parameters are available for any of the three reports:
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Overdue Assignments | Report listing current assignments with a DUE DATE occurring in the past that still display a NOT STARTED or ACTIVE parent status. CSV export fields include Project Number, Project Name, Document Assignment Name, Current Submittal Number, Group, Assignee, Assignment Start Date, Assignment Due Date, Days Open (which calculates a number from the Created Date to the current date), Days Overdue (which calculates a number from the Due Date to the current date), and Status. | |
All Assignments & Time Tracking | Report listing all assignments within EPR including statuses, reviewers, time-tracking data, and due dates. CSV export fields include Project ID, Project Number, Project Name, Project Status, Project Date Created, Project Due Date, Document ID, Document Filename, Current Submittal Number, Assignment ID, Assignment Assignee, Assignment Group, Assignment Status, Assignment Due Date, Assignment Assigned Date, Assignment Created Date, TimeTracker Reviewer, TimeTracker Reviewed Document Cycle, and TimeTracker Total Time Reviewed. |
Report parameters within a single report can be combined or used individually.
Project Reporting
Project reporting focuses on collecting information at the project level, primarily focusing on project statuses.
Run a report immediately by clicking Download ( ) or click on Apply Filters to Report ( ) to add optional report parameters before running the report.
Report Name | Description | Optional Report Parameters |
|---|---|---|
All Projects | Report listing all projects within EPR. Filter according to Statuses, Project Types, and Creation Date. CSV export fields include Project Number, Project Name, Project Status, Project Type, Manager Name, Creation Date, Start Date, Due Date, Last Status Update, Total Days to Current Status, and Days Overdue. |
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Completed Projects | Report listing projects with a CYCLE COMPLETE, PASS, WITHDRAWN or FAIL parent status that was last updated within the selected date range. CSV export fields include Project Number, Project Name, Start Date, Due Date, Last Status Update, Total Days to Current Status, Days Overdue, and Status. |
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Open Projects | Report listing ALL projects with an OPEN parent status. CSV export fields include Project Number, Project Name, Start Date, Due Date, and Status. |
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OnHold Projects | Report listing ALL projects with an ON HOLD parent status. CSV export fields include Project Number, Project Name, Start Date, Due Date, Days Open, and Status. |
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Overdue Projects | Report listing current projects with a DUE DATE occurring in the past that display an OPEN parent status. CSV export fields include Project Number, Project Name, Start Date, Due Date, Days Open, Days Overdue, Project Manager, and Status. |
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Total Time Per Project | Report summating total time spent on projects based on users' self-reporting. CSV export fields include Project Number, Project Name, Status, and Time in Minutes. |
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User Reporting
User reporting focuses on collecting time spent on plan review tasks (“assignments”) at the user level.
Run a report immediately by clicking Download ( ) or click on Apply Filters to Report ( ) to add optional report parameters before running the report.
Report Name | Description | Optional Report Parameters |
|---|---|---|
Assignment Time By User | Report listing time spent conducting plan review within the selected date range as self-reported by staff. CSV export fields include First Name, Last Name, User Role, Groups, Number of Assignments, and Total Time Logged in Minutes. |
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Total Time Per User | Report summating total time spent on assignments based on users' self-reporting. CSV export fields include User Name (First Name and Last Name), Time in Minutes, and Number of Assignments Reported. |
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Additional reporting (beyond the existing preconfigured reports) can be accomplished by users familiar with SQL or MySQL once granted access to your agency’s database. Administrator-level users can contact the e-PlanSoft team for more information about obtaining database access to your data.