Reporting
- Jorge Raya-Navarro
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 |
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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:
 Report Parameters Window for Open Assignments |
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 regardless of assignment status and including any available time-tracking information. 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. |
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. |
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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. |
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Open Projects | Report listing ALL projects with an OPEN parent status. |
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OnHold Projects | Report listing ALL projects with an ON HOLD parent 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. |
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Total Time Per Project | Report summating total time spent on projects based on users' self-reporting. |
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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. |
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Total Time Per User | Report summating total time spent on assignments based on users' self-reporting. |
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