Portal reports

Every day, an email report on submitted forms (Live Instance) is sent to customers. They have the ability to configure the recipients locally.
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As the Mosaic Portal Guide attached to this article advises in the Forms results section, sites need to regularly check for any reported errors between the Portal and Mosaic during a form submission. To prevent sites from having to log in daily, a new report with the same information has been available for email delivery to sites since the previous release.
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The system issues the report daily, but it always displays the submissions from the last 7 days. The report generation happens around 6 am and it includes submissions from 5:00 am on the subject day to 5:00 am on the subject day -7.
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People Places Lives (PPL) can only report on the information they’ve got when they produce the daily report. They look at the held data once a day and put those details into an email. If there’s a Step ID when they run the report, but the published flag isn’t true, it’ll display. PPL’s count covers 7 days, and the published / not published flag might sometimes change. The report shows how many results they’ve received in the previous 7 days and indicates if some have not been published.
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With this release 22.2.5.0, sites have the ability to configure locally the people they want to receive this report. A new Role called "Mosaic - Admin Role – FormSubmissionAdministration" is now available within the “user administration” area in the portal. Sites need to assign this role to any user they want the report to be sent to.
If sites use a generic email, they can create a dummy user with that email and assign this role accordingly. (Note that this is the same role used for the monthly deletion report).
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Please be aware of the following update on the retention policy and email report (live instance).
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The last release 22.2.4.3 delayed this item because a report was not in place before deletion.
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With this release 22.2.5.0, the system will send a monthly report to sites listing the forms that it will delete. Sites need to configure the admin workers who should receive a copy of this email by assigning them the worker role “Mosaic - Admin Role – FormSubmissionAdministration”. (Note that this is the same role used for the daily submission report).
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Please note that the job to delete forms is not yet live, and sites will receive a grace period to configure the recipients before the deletion process becomes active.
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A global approach will be taken in relation to the deletion of forms from the Portal:
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Forms completed with a published - 3 months after submission date.
Forms completed with not published - 3 months after submission date.
Forms saved in the citizen or professional portal - 3 months after last saved.
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If sites currently follow a different rule, this will be overwritten.
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If the reports don't match the data in the portal or if you haven’t received the reports in your email, please raise a case and reference the title of this article.