What is a Document Properties report
The Document Properties report allows you to view the properties associated with selected document type. For example, if you need to track the next reviewed dates of the compliance certificates, a Document Properties report is an ideal option.
How to run a Document Properties report
Go to Document Properties in the reporting portal.
Choose the desired type.
Sum – Applies only to numeric properties, providing the sum of the numbers.
Average – Applies only to numeric properties, providing the average of the numbers.
Last – Provides the most recent data stored for the contractors.
History – Provides the numeric properties stored for the contractors over the selected date range.
Choose the desired document type, section, and properties.
Click Run to generate the report.
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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