Running Document Reports

Use the procedure below to run any of the standard reports provided in Document. Instructions for exporting reports to CSV, XLS, and PDF formats are included as well.

Note: For information on running audit trail reports, see Creating Audit Trail Activity Reports.

1. Open the Document Reports window by doing either of the following:
   • In Document, click Reports on the button bar.
   • In Dashboard, click Application Links on the navigation panel, and then click Document reports under Reports.
2. Select the report you want to generate in the Standard reports list.
3. Select options in the Values column of the grid to define specific criteria for the report.

   Note: You are not required to select options for every criterion. Only items marked with a red asterisk are required.

4.  Do one of the following:
   • Generate and export the report directly to a CSV file. When you use this option, the report will not be visible in Document. Instead, it will be saved as a file in a location that you specify. This option is not available for the Share Safe audit report.
     1. Click Export.
     2. Select the location where you want to save the file.
     3. If needed, change the report name.
     4. Click Generate. The report is saved to a CSV file at the selected location.
   • View the report in Document. If you select this option, you can print the report, export it to a PDF or XLS format, and email it from within Document.

     Click View Report to display the results in the Report box at the bottom of the window. If needed, you can do any of the following after viewing the report:

     • Print the report.
       1. Click Print.
       2. Select the print settings for your report.
       3. Click Print again.
     • Export the report to a PDF or XLS file.
       1. Click Export immediately above the Report grid.
       2. Click and select the location where you want to save the exported report.
       3. Enter a report name.
       4. In the list next to the Report name text box, select the file format for the exported report.
       5. Click Export.
     • Email the report. The file will be attached to the email as either a PDF or XLS formatted file.
       1. Click Email immediately above the Report grid.
       2. Enter the email addresses for the recipients in the To and CC fields.
       3. Enter a subject and body text for the email that will accompany the report.
       4. Enter the report name.
       5. In the list next to the Report name text box, select the file format for the exported report.
       6. Click Send.

     Tip: When you use this method, you can add, remove, or reorder the report columns by clicking Column Selection.

     • Add a column. Select the column name in the left box, and then click. Clickto add all columns to the report.
     • Remove a column. Select the column name in the right box, and then click. Clickto remove all columns from the report.
     • Change the order of columns. Select a column in the right box, and then use the up and down arrows to change the column order.

Note: To delete the current report and begin again, click Clear Criteria Selections.