1. New Planning Reports
Application Type Summary List
This is a summary report for Planning Tracking records. The report is defaulted to group the records by the Application Type.
This report will pull the following additional data for the records:
This report will provide a summary list of how many active records are assigned, and to whom. The subsequent pages will provide a high level overview of the records that are assigned to each individual. This report is defaulted to group the records by the assigned user
Below are the fields displayed for each assigned record:
o Final Approval
o Final Denial
Farm or Forest Use
This report will pull all records that have the “Farm or Forest Use” box checked. This will display all of the custom fields that are filled out.
Below is the methodology of what qualifies a record to be included:
This report is automatically exported to Microsoft Excel. It provides a high level overview of all active planning investigation records.
Below are the fields displayed for each record:
This report will run for only one record entered as a parameter. It will show all of the custom fields that are populated.
This report will pull the following additional data for the entered record:
2. Corrected Invoice
The new version removes duplicate lines and corrects errors in the invoice fees total and balance due.
Along with the corrections 3 changes were made:
3. New ‘Inspection Calendar Block Out Dates’ and ‘Inspection Holiday Block Out Dates’ Report
Agencies will want to pull both this report and the “Inspection Calendar Block Out Dates” report when looking for holiday block outs as some holiday’s like New Years Eve are listed with Block Out instead of the holiday name and they will not show on the Holiday Block Out report.
4. Update ‘Inspection Results' report for email to attach All Record Contacts
The new version will now have all record contacts listed verses only able to select a single contact.
Please be aware that this content is relevant at the time it is published, but as time goes on may become out-of-date. We will do our best to keep the content alive and relevant.
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