The Delegate Status Report - Providers

A number of reports are available within the application to help your team track recall processes. In addition to information that can be viewed on-line, there are several reports that can be downloaded in the either XLS or CSV format.

Delegate Status Report

An event specific report that provides information about Delegate actions that have been sent as part of the Workflow for that event. It helps answer questions such as:

• How many Delegates have Responded?
• Which Delegate responses are still pending?
• What are the Responses to the actions assigned?
• When was the Delegate email sent?
• When was the Response received?

Learn more about using Workflow to communicate with your teams

Report Fields

Specific fields provided in the report

• Delegate email
• Status (Pending, Opened, Responded)
• Specific Actions and Responses (these will be different based on Actions selected)
• Distribution List (if applicable - email is included in a Dist List)
• Subject - of the Delegate communication sent
• Date Sent
• Last Modified Date

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Sample Report

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To Run Report

1 - Click on Workflow tab for a particular Recall

2 - Click on second download button - Delegate Status Report