What is a Document Summary report
This report allows you to view records of all document uploads within a selected date range. It provides a clear overview of when and by whom documents were added, helping you track activity and maintain accurate documentation records.
How to export a Document Summary report
Go to the configure portal.
Head over to Reports.
Select Document Summary that sits under Employee.
Select the date range and the location that you wish to view.
Click on the Run button.
To download the files, simply click on the Download button.
Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.
How to schedule a Document Summary report
Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.
After running the report, simply click Schedule.
Give the report a title.
Select the suitable frequency and time.
Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.
Add email addresses.
Click Save.
To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.
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