Reporting and Notifications

Use reports and notifications to track progress and quickly address exceptions.

Access reports

1. Open Reports.
2. Filter by client, site, assignee, and date range.
3. Review trend or summary views.
4. Export where permissions allow.

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Manage notifications

1. Open Notifications.
2. Review unread and priority alerts.
3. Open linked tasks/submissions directly from each alert.
4. Mark handled notifications as read.

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Notification best practices

• Check high-priority alerts at shift start and end.
• Keep profile contact settings up to date.
• Escalate repeated failures to your admin.

Related documentation

• Client Portal Settings
• Submission Review and Exports