What is a Document Records report
The Document Records report allows you to review all records associated with a selected document type within a specified time period, providing clear insight into document history and activity.
How to run a Document Records report
Go to Document Records in the reporting portal.
Select the desired time range and the document type that you wish to view.
Click Run to generate the report.
To view the details of a record, click the View button.
Make sure you have the information in the on-screen report, then click Download.
Did you know...?
You can schedule the reports and send them to the relevant team members via email.
You can create a favourite report to save a report with specific filters, amalgamations, and date ranges applied, allowing easy access without needing to reapply the filters each time you run the report.
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