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How to Generate an Applicant Detail Report for Completed Applications

The following article provides information on generating a report that lists applications that are 75% or more complete.

Generating an Applicant Detail Report

To generate a report that lists applications that are 75% or more complete, you can follow these steps:

  1. Request the Report: Contact your support team or the developers to request the creation of an Applicant Detail Report. Specify that you need the report to include applications that are 75% or more complete.

  2. Details to Include: Make sure to request that the report contains the following information for each application:

    • Names
    • Numbers
    • Office
    • Address
    • Email address

  3. Cost and Development: Be aware that there may be a build fee associated with creating this report. For example, a previous report had a build fee of $500, but depending on your situation, it may be provided at no cost if it is being built into your system.

  4. Testing and Confirmation: Once the report is developed, you will need to test it to ensure it meets your requirements. The report should include a column for Application Progress (%) to help identify applications that are 75% or more complete.

  5. Follow-Up: After testing, provide feedback to the developers or support team regarding any issues or clarifications needed.

Conclusion

By following these steps, you can successfully generate a report that lists applications that are 75% or more complete. Ensure to communicate clearly with your support team and provide any necessary details to facilitate the report's creation.

 

This has also been requested via our product backlog and has been approved but eta is undetermined at the moment