Skip to main content

Reports and Exporting Data

Updated 5/2/2026

The My Requests module includes a Reports tab for a quick summary of request activity and an Export function to download all requests as a spreadsheet. Both are available to all admin-level users.

Using the Reports Tab

The Reports tab gives you a quick summary of how many requests exist in each category and what status they are in.

Getting to Reports

  1. Navigate to Administer Site > My Requests.
  2. Click the Reports tab.

What the Report Shows

The report displays a single table: Category Count by Status.

  • Rows — Each row represents one request category that has at least one request.
  • Columns — One column per status value (for example: New, In Progress, Completed), plus a Total column.
  • Cell values — The count of requests in that category with that status.
  • Totals row — The last row shows the grand total for each status column and the overall total.

Categories with zero requests across all statuses are not shown.

Tip: Use the Reports tab for a fast overview before a board meeting, or to identify which categories have a backlog of open requests.

Exporting Requests to CSV

You can download all service requests to a CSV file and open it in Microsoft Excel or any spreadsheet application.

How to Export

  1. Navigate to Administer Site > My Requests.
  2. Click the Export tab.
  3. Click Export.
  4. Your browser downloads a CSV file containing all work requests.

What the Export Contains

The export includes all requests regardless of the current list filters. It is a snapshot of all requests at the time you click Export.

Tip: If you need to analyze requests by date range or status, apply your analysis in Excel after exporting — the export itself does not support filters.


Was this article helpful?