This article applies to: Firm Managers and Administrators
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 Request List Activity Report can be downloaded for any engagement that is New, In Progress, or Reopened. To download the report, navigate to the desired engagement, ensure that "Show All" is selected so all requests are displayed, and click the Download Request List button:
Alternatively, use the filters to select only those requests that you would like to see in the report, e.g. Outstanding and/or Assigned to Me.
The system will generate the report and download as an Excel file.
An additional tab, (Legend), contains descriptions of all information provided in the report.
The Request List Activity Report is a comprehensive report that provides detailed information about individual requests within a particular engagement, including:
High Priority, Restrictions, and Documents: indicators of whether requests have been marked as high importance items, the users who have access if a request is restricted, and the number of documents attached to a particular request
Request Status and Returns: the current status of each request (Outstanding/Submitted/Accepted/Returned) and number of times a request has been returned
- Schedule Details: the number of days late (if a 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.