Intake Pipeline
This report show a list of requests with key status information. For example, list the requests along with their requester, gate status, desired completion date, metrics, scores, and other key information:
Design View | Selection | Comments |
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General |
Topic: Request Type: List: Basic Title: <enter a meaningful title>
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Data |
List Fields: Whichever of the following and others would be of value, such as
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Display and Preview List Columns |
Configure desired options within the Display tab, such as Drilldown to the request entity. Within the Preview pane, select each column's options menu to set specific display options such as:
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Variable Settings |
Scope: Organization Filters: optionally include request filters
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Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run from there. As needed, you can also include Filters. If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing. |