Stakeholder Consultation Report

A Stakeholder Consultation Report provides a qualitative view of the Properties and related Events (including associated Actions) of a Stakeholder or Stakeholders captured in the report search.

Required Minimum System Role: Standard User

Required Minimum Team Role: Contributor 

This report is commonly used to review a detailed record of the interactions that have occurred with a Stakeholder as well as the status of any related Actions.

The data will be provided in a Word document.

How to run a Stakeholder Consultation Report

To run a Stakeholder Consultation Report, navigate to Reports (1) and Stakeholder Consultation (2) under Templates.

Once in the report designer, you can select inclusions such as which Projects to draw data from, which fields to include from Stakeholder and Event records and other details.

  1. Search: Apply search parameters to define which Stakeholders the report should include

  2. Primary Fields: Select fields to include from the Stakeholder Records

  3. Event Fields: Select fields to include from the related Event Records

  4. Sections: Select additional sections to include such as Team Members, Issues, Group Memberships and Property Ownerships

  5. Include Actions: Select what kind of Actions to include - No Actions, Outstanding Actions, Completed Actions or All Actions

Once you have made your selections, click [Generate & Download] (6) to create the report.

Once generated, it is downloaded in a word compatible document which can be edited as necessary:

  1. Stakeholder details: The details of each Stakeholder, including

  2. Stakeholder Groups: any Stakeholder Groups of which they are a member, as well as

  3. Property relationships: the Property/Properties they are related to, including their relationship with those Properties, followed by

  4. Related Events: the details of related Events and

  5. Actions: any Actions associated with those Events.