Send a reminder for an open report
Once a report's submission window is open, you can send a reminder to any organization that hasn't submitted yet, directly from the submission tracker instead of following up by email.
Before you start:
-
Ensure your UpMetrics login is assigned an Org Admin or Editor role. Learn more about roles and permissions.
- You have at least one report in the Open tab.
Steps
- In the left navigation pane, click Reporting > Submission Tracker. The submission tracker displays the Scheduled tab.
- Click the Open tab.
- Click the three-dot icon next to the report and select Send Reminder. A notification confirms the reminder was sent.
Who receives the reminder: All administrators for that organization receive the reminder, whether or not they've opened the report yet.
Tip: To check a report's details before sending a reminder, click its name. A summary shows the program, organization, reporting period, due date, and submission date. Click < Back to all reports to return to the Open tab.