Manager Functions: Ad-Hoc Review Report

The Ad-Hoc Review Report can be used to view Reviews that have been initiated and get an overview of their status.

Because this is an Ad Hoc Report, you have some flexibility regarding what information is displayed. This can also be run for all Entities from the Review Manager Home Page, or for a selected subset of Entities.

  • If running from the Home Page, it will not filter on Entities.
  • If run from a Company Search, the report will be based on selected Entities. Select the Review Manager – Review Report from the Reports, Other Reports menu.
  • Select the details you would like to have displayed on your report.
  • Once you have selected your filter, you are able to choose which Review Setup should be included.
  • Choose the date parameters to run the report on.
  • The report generated will show an overview of the Reviews using the parameters selected and can be saved for future reference.