Delinquency Report

The Delinquency Report has two subtypes: Delinquent Item Report and Delinquent Data Delivery Report. You can generate both reports from the Report Generator.

Required access roles:

  • Baseline: Reader
  • App-specific: Global User

This task shows you how to:

Delinquent Item Report

The Delinquent Item Report shows the items that are delinquent with respect to the current date.

  1. Click Home .
  2. In the navigation pane, click Program Mgmt > Reports.
  3. Click the Report Generator tab.
  4. Click the Refinements filter.
    The Refinements filter opens on the left side of the page.
  5. Select the filters to view the results on the right side of the page.
    Field NameDescription
    Report TypeSelect Delinquency Report.
    Report Sub TypeSelect Delinquent Item Report.
    Report Start DateClick to select the Report Start Date.
    Report End DateClick to select the Report End Date.
    Responsible OrganizationClick to select the responsible organization.
    ProgramClick to select the program related to the submittals.
    ContractClick to select the contract related to the submittals.
    Project Click to select the project related to the submittals.
    Date UnitSelect Week, Month, Quarter, or Year.
  6. Click Filter.
    The results open on the right side of the page.
  7. Click to view the bar chart or line chart for the report.
  8. Above the chart, select Line Chart or Bar Chart from the list.
    Depending on the type of chart selected, the chart is displayed.

The Delinquent Item Report is generated and shows the items that are in a delinquent state, on time, and due with respect to the current date.

Note: Submittals will display only if the contract is connected to an active program.

Delinquent Data Delivery Report

The Delinquent Data Delivery Report is generated for a program or a contract. This report is similar to existing Year End Delinquent Items report.

  1. Click the Report Generator tab.
  2. Click the Refinements filter.
  3. Select the filters to view the results on the right side of the page.
    Field NameDescription
    Report TypeSelect Delinquency Report.
    Report Sub TypeSelect Delinquent Data Delivery Report.
    Responsible OrganizationClick to select the responsible organization.
    ProgramClick to select the program related to the submittals.
    ContractClick to select the contract related to the submittals.
    Project Click to select the project related to the submittals.
    Date UnitSelect Week, Month, Quarter, or Year.
  4. Click Filter.
    Note: Submittals will display only if the contract is connected to an active program.