Report of sent annual update status

This report shows how many annual update emails were sent and their statuses at the time of export.

Use this report to:

• Track the progress and success of annual update campaigns.

• Identify areas where response rates can be improved.

• Assess overall satisfaction trends based on completion status data.

💡Information included in the report:

• Agency ID – Unique identifier for the agency.

• Agency Name – Name of the agency.

• Agency Street Address – First “Physical” address; if none, the first available address will be used.

• Agency City – City of the agency.

• Agency State – State of the agency.

• Agency Zip Code – Zip code of the agency.

• Annual Update Contact – Name(s) of contact(s) tagged “Annual Update Contact”; lists multiple names separated by commas.

• Annual Update Email – Email address(es) that received the annual update; list multiple separated by commas.

• Annual Update Sent – Date the annual update email(s) were sent.

• Status – Current status of the update or change request (Sent, In Progress, Submitted, Reviewing, or Closed).

• Last Update – Date of the most recent update (matches the date on the CS Resource /change-requests page).

• Submitter Name – Name of the person who submitted the change request (blank if not submitted).

• Submitter Email – Email of the person who submitted the change request (blank if not submitted).

• Submitter Phone Number – Phone number of the submitter (blank if not submitted).

• Assigned To – Name of the CS Resource user assigned to the change request (blank if unassigned).

• Change Request Type – Type of change request (Annual Update or Interim Update).