This article applies to: All Firm Users
The Request List Activity Report provides detailed insights into individual requests within a specific engagement. This report offers information on request details, including restrictions, attached documents, status, and more. The report can be downloaded for any engagement that is Draft, In Progress, or Reopened.
To download the report, navigate to the desired engagement, ensure that "Show All" filter is selected so all requests are displayed, and click the Download Request List icon.
Tip: You can also use filters to narrow down the report, such as requests marked as Outstanding or Flagged.
The system will generate the report in the background and a pop-up will appear once the report is ready for download.
What’s Included in the Request List Activity Report?
The report includes an additional tab – Legend – that provides descriptions of all report fields. Here are the main categories of information included:
- High Priority, Restrictions, and Documents: Indicators of whether requests have been marked as high importance items, users that have access to restricted items, and number of documents attached to a particular request.
- Request Status and Returns: Current status of each request (Outstanding, Submitted, Accepted, Returned) and number of times a request has been Returned.
- Schedule Details: Number of days request is overdue and the time taken to review the request.
The Request List Activity Report can be reviewed to monitor individual engagements and help to inform decisions around:
- Confidentiality: Review the Restrictions to ensure that requests are accessible only to the right individuals.
- Request Status: Monitor the “Request Status” and “Documents“ to track the progress of each request.
- Performance Assessment: Use “Times Returned”, “Days Late”, and “Review Time” to evaluate engagement efficiency.