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  1. State Net
  2. Reporting and Alerts

Reporting and Alerts

How do you generate alerts and communicate updates?

Saving Reports

  • How do I save my search?

Sending Reports

  • Emailing a Report

Downloading Reports

  • How do I export a report in Excel or Word?

Alerts

  • Creating Alerts
  • How can I add custom branding to my reports and alerts?
  • Editing Existing Alerts
  • Setting Up Alerts for Effective Dates
  • Can I set up alerts for committee and floor calendars?

Dashboard

  • Using List in Tracking Dashboard
  • What is the Tracking Dashboard?
  • Tracking Dashboard: What does the Progress Column represent?
  • How are my headings and tags displayed in the “Customer Issues” pod?
  • What tagging and commentary functionality is provided with the tracking sheet?
  • When I print or email the Dashboard, what do the Single Page and Separate Page options represent?
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