Creating Document Reports

Procedure

1.Click the Documents link on the navigation bar and select the check box of the relevant document.

2.Click I want to, and then either Create report (draft) or Create report (master).

3.Choose a category from the following options:

•Document details

•Requests and progress

•Users

•History

Note: Selecting a category will display the report types available. Each report type gives a brief description of the details that will be included in the report. Further information on all the document reports available can be found below.

4. Select a report and click Create report.

Note: The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled.

The content of compiled reports can be downloaded from the Reports page.

Document reports

Document registry: Builds a list of documents in the document registry and includes information such as title, owner, type, etc.

Document usage: Builds a list of all maps and diagrams where documents are referenced as attachments.

Feedback: Builds a list of all feedback and includes information such as feedback title, user, date, document, etc.

Keywords: Builds a list of all keywords and includes information such as keyword, user, date, document, etc.

Unused documents: Builds a list of all documents that are not referenced by any diagrams.

Acknowledgements: Builds a list of all user acknowledgements across a specified scope of documents.

Acknowledgement progress: Builds a list of the acknowledgement status for each acknowledger on each document. This can help to show where any delays exist in the acknowledgement cycle

Acknowledgement requests: Builds a list of all acknowledgement requests across the specified scope of documents.

Acknowledgement summary: Builds a summarized list of all acknowledgement requests across the specified scope of documents.

Actions: Builds a list of all actions across the specific scope of documents.

Authorization progress: Builds a list of the sign-off status for each authorizer on each document. This can help to show where any delays exist in the authorization sign-off cycle.

Change requests: Builds a list of all change requests and allows individual change requests to be progressed onto the next stage of the cycle.

Review progress: Shows the individual reviewer status for all review actions. This can help to show where any delays exist with any scheduled reviews.

Access rights: Builds a list to show the default access rights and specific user access rights.

Assigned users: Builds a list of all authorizers, acknowledgers, reviewers, subscribers, owners and authors.

My information: Shows where your user account is assigned, e.g. where you are an authorizer, acknowledger, subscriber, author, owner, reviewer, etc.

Subscriptions: Builds a list of subscriptions and allows filtering and grouping of users.

Audit trail: Builds a list of audit trail entries.

Change logs: Builds a list of all document change log entries across the specified scope of documents.