The Super User will have access to the Custom Reports tab header. Clicking on this tab will bring the Super User to a screen which allows for the entry of various search criteria in order to produce desired reports. You can search by individual items (such as Last Name only, or on Board only etc.) or by combinations of elements (such as Last Name and First Name, or Last Name and Board, etc.).
All information displayed on this page is read only and cannot be modified. The following columns appear in the search results grid; Name, Supervisor, Title, Policy Question, Outside Activity, Equity Interest, Family Interest, Other Activity, Current COI Report and Date Submitted. All columns, except Current COI Report, can be sorted by clicking on the column header title link. The arrow indicates the screen is sorted to that column in either ascending or descending order. The default sort order of the data is ascending Name (Last Name, First Name).
The page displays 20 records per page. If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.
At the bottom right of the grid, just below the (First Page | Previous Page | Next Page | Last Page), there are the following buttons:
‘detailed report’ – Click this button to create a report for all the names appearing in the current search results grid. This report displays a summary page with all of the individuals listed and attaches the individual report for each name in the grid. Supervisors and Super Users have this ability. PLEASE NOTE: In order for this to work, your browser should be set to allow pop-ups. If pop-ups are blocked, you will not be able to view the report.
‘summary report’ – Click this button to create a summary report for all of the individuals listed in the current search results grid. This is the same as the summary page that is printed in the beginning of the Detailed Report. The Summary Report can only be run by a Supervisor or Super User. PLEASE NOTE: In order for this to work, your browser should be set to allow pop-ups. If pop-ups are blocked, you will not be able to view the report.
Screenshots for Custom Reports
Main Screen Elements
Column Name |
Description |
Search Elements |
|
Last Name |
Last Name |
First Name |
First Name |
User Name |
Partners Logon ID |
Start Date |
Returns any items that were submitted on the date entered |
End Date |
Returns any items that were submitted on the date entered |
Nothing to Disclose |
Checking this box would bring back individuals who did NOT have any Outside Activities, Equity Interests, or Family Interests |
Role |
This field is used for reporting purposes. The current roles are:
|
Individual Chart I |
Checking this returns any individuals who indicated they had Outside Activities. This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Individual Chart II |
Checking this returns any individuals who indicated they had Equity Interests. This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Individual Chart III |
Checking this returns any individuals who indicated they had Family Associations and Equity Interests. This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Individual Chart IV |
Checking this returns any individuals who indicated they had Intellectual Property. This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Outside Trustee Chart I |
Checking this returns any Outside Trustees who indicated they had Associations with a Non-Partners Entity. This box will be non-enterable (“grayed out”) if any of the Individual Chart boxes are checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Outside Trustee Chart II |
Checking this returns any Outside Trustees who indicated they had Family Members who had Associations with a Non-Partners Entity. This box will be non-enterable (“grayed out”) if any of the Individual Chart boxes are checked. It will also introduce an additional panel to allow for further selection by the following elements:
|
Non-Partners Entity |
Returns selected Non-Partners Entity if it was entered on any of the following forms: Individual:
Trustees:
|
Business Nature of Outside Entity |
Returns selected Business Nature of Outside Entity if it was entered on any of the following forms: Individual:
Trustee:
|
Publicly Traded Company |
Returns selected Publicly Traded Company (yes or no) if it was entered on any of the following forms: Individual:
Trustee:
|
% of Total Equity Owned |
Returns selected % of Total Equity Owned if it was entered on any of the following forms: Individual:
Trustee:
|
Grid Elements |
|
Name |
Name of the Individual |
Supervisor |
Individual’s immediate Supervisor who reviews their COI |
Title |
Individual’s Title (if entered)
|
Policy Question |
An Asterisk in this field indicates heightened concern due to any of the following:
|
Outside Activity |
Y or N depending upon how the individual answered the questions on the COI disclosure |
Equity Interest |
Y or N depending upon how the individual answered the questions on the COI disclosure |
Family Interest |
Y or N depending upon how the individual answered the questions on the COI disclosure |
IP Payment |
Y or N depending upon how the individual answered the questions on the COI disclosure |
Other Activity |
Indicates whether the individual is associated with any Agreements or Protocols within Insight |
Current COI Report |
PDF Report |
Date Submitted |
Date the individual last submitted the COI |