This video will show you how to run reports on selected documents.
Chapter: Selecting Documents for Reporting
You can generate a report for a single document or multiple documents at the same time. Start by searching for the documents in the document register. Select all the documents you want to include.
Chapter: Initiating the Report Process
In this example, we've selected documents from two different disciplines. Next, click Actions and choose Run Report.
Chapter: Selecting Report Modules
From the drop‑down menu, select the module you want to run the report on. Your report options will vary depending on the module you choose.
Chapter: Choosing Report Types
For this example, we'll select a Document Register Report. Then choose the type of report you need. We’ll pick Details by Discipline from the list.
Click Run to generate the report. Here are the results—you can scroll down to see how the data is grouped by discipline.
Chapter: Exporting Report Data
To download the report, use the export buttons to save it as Excel, Word, or PDF. In this example, we’ll export to Excel, which looks like this.
Chapter: Saving and Scheduling Reports
If you run this report often, you can add it to your favorites for quick access. You can also schedule the report to be sent to you regularly.
That’s an overview of running reports on selected documents. Thanks for watching.
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