Staying on top
Reports
Turnaround, what is still outstanding, what stalls, and exports to CSV and PDF.
We're still recording this video
The written guide below covers everything in the meantime.
Pick a period
Choose the last 30 days (the default), 90 days, this month, last month, or 12 months. Everything on the page follows it.
What you see
- Documents in, typical turnaround, documents outstanding and reminders sent.
- Documents in over time, against what was requested.
- Still waiting: outstanding documents by how long they've been open (0-2, 3-7, 8-14, 15-30 and 30+ days).
- What stalls: the document types most often still outstanding.
Export
Download the documents as a CSV, a summary CSV, or the whole report as a PDF.