Build an Overdue Follow Ups Report

Build a report to view overdue follow up forms in your site.

1. Build a data set to pull in the appropriate processes, request statuses, and fields.
   • In a Grant Lifecycle Manager (GLM) site, select the Follow Up(s) Assigned request status and the Assigned/Draft submission status. 
     
     • In a Scholarship Lifecycle Manager (SLM) site, select the Follow Up Draft status.
   • Select the FollowUp form type.
   • Select One Row per Form as the output. 
   • In addition to any other fields, include the following: 
     • Organization Name (if applicable) 
     • Project Name
     • Process Name
     • Form Name 
     • Due Date
2. Click Run New Report.
   
   
   
   • The report will display one row of data for each follow up form in the assigned (draft) status, for each included request.
     
     
3. Add a filter to only view follow ups with a due date prior to the current date.
   
   • To do this, filter on the Due Date column. Set the Comparison field to "<" and the Value field to "Sliding Date." Select "Today" in the additional Value field.  
     • Once this filter is added, the report will only show unsubmitted follow up forms with a due date prior to today's date, meaning they are overdue.
       
       
4. Click Save New Report.