From the main Toolbar, select Reports.

Select the option for System Reports.

Select the 'Portal - Web Questionnaires' report and click Open.

Next you can choose to set any require filters for the report.

• Date:  Click the Date tab to change the Date Range
• Client File Name:  Click the Client File Name tab to select between 'All Files' and an Individual File.
• Client Type:  Click the Client Type tab to choose between All, Person Files, or Business/Organisation Files.
• Portal Contact Person:  Click the Portal Contact Person tab to select an individual contact person.
• Exclude Completed Or Deleted:  Click the Exclude Completed Or Deleted to select if you would like to include Completed/Deleted Questionnaires.

Click the Generate button to run the report.

A report window will now appear. The following information is provided:

1. The Matter ID.
2. The Client File Name.
3. The Client File Type (Person or Business/Organisation).
4. The type of questionnaire that was sent.
5. The date that the questionnaire was sent to the client.
6. The date your client commenced the Questionnaire.
7. The most recent date your client last accessed the Web Questionnaire.
8. The status of the Questionnaire.
9. The date the status of the Questionnaire changed.
10. The Office which the Matter belongs to.