Introduction
This article explains how to generate reports on document status and download them when needed. You have two main options to access this functionality:
From “Documents”.
From “Queries”.
1. Generating Reports from “Documents”
Accessing Document Management
Go to “Documents” and select “Document Management”.
Use the search filter to define the necessary parameters.
Displaying Results and Generating Reports
After configuring the filters, click “Show Results” to view the search results.
With the results displayed on the screen:
Click “Generate Report” to create a report based on the selected information.
Report Generation Options
In the window that opens, select:
“Generate” to obtain a report in Excel format with the requested information.
“Include Documents” if you want to download the related files.
The documents can be downloaded from:
The reports panel, located at the top of the screen.
An email, if you specify an email address.
2. Generating Reports from “Queries”
Accessing General Reports
Go to “Queries” and select the following options:
“Employees” or “Machines” to generate specific reports.
“General Reports” to generate reports at the company, employee, or machine level.
Apply filters according to your needs.
Generating Reports and Downloading Documents
Click the “Generate Report” icon to download an Excel file with the results.
To include attached documents:
Tick the option “Include Access to Attached Documents”.
Choose whether to download the documents via the web or receive them by email.
Additional Resources:
Video tutorial: Report Generation and Document Download