Create Application and Nomination Reports

Reports created for the Applications and Nominations areas detail all applications or nominations on file. Choose one or more forms during configuration to narrow these results.

Tip: Standard product templates for reporting on payments are available out-of-the-box, including Applications - All and Applications submitted - Month to date. For more information about available templates and how to use them, see the Ad Hoc Reports > Standard Product Templates resource.

  1. Navigate to the Reporting > Ad Hoc and Data Feeds area.

  2. From the Ad Hoc tab, select the Create report button.

  3. From the Create Report screen, configure the report.

    1. Set the report area to Application / Nomination.

    2. Provide a name for the report.

    3. Optional - Include a brief description.

    4. Optional - Choose an existing report to use as a template from the Start from template field.

    5. Optional - Specify any forms to be used for reporting. Multiple forms can be selected.

  4. Select Create Report to save the configuration.

  5. On the Manage Report page, drag and drop columns from the panel on the left to the space on the right to add them to the report.

    Note: Only columns and headers will display in Edit Mode. Data will appear in the Report View. For more information about the actions that can be taken in Edit Mode, see the Edit Reports resource.

  6. Save all changes.

Each row in this report represents one application or nomination. To view the application associated with the report, select the View application icon in the Report View. Additionally, all dates and times in the report display in the time zone specified in the user's settings.

Tip: If an Aggregation field is included in this report, the field will display an aggregated value across all form responses for that application.

Tip: Any reports you create are saved in the system under My reports. To find these, filter the search results in the Ad Hoc table by My reports.