Document Inventory Report

The Document Inventory Report displays information about documents that have been added to the Review Log of a Request.

Steps to Generate a Document Inventory Report

Click Reports > Document Reports > Document Inventory. The Document Inventory screen displays as shown below.

Document inventory interface showing options for generating and filtering reports.

Field	Description
Report Header Display Options
Display on 1st page	Only display the report header on the first page of the report.
Display on all pages	Display the report header on all pages of the report.
Do not display on any pages	Do not display the report header on any pages of the report.
Select Options
Sort By	The criteria you want to sort by.
Sort Order	Sort the report in Ascending or Descending order.
Filter By
Request Number	Request number to be included in the report
Folder Name	Name of a Folder to be included in the report
Date Added between	Date range within which documents were added. Optionally, select the Current Day option and select an option from the menu.
Last Modified between	Date range within which documents were modified. Optionally, select the Current Day option and select an option from the menu.
Comments	Comments from the document review process to filter the report by comments.
Last Modified Review Layer Name	Name of the last modified Review Layer.
Document Review Status	Status, as selected from the drop-down menu.
Requests Assigned To
Action Office (User)	Action Office, as selected from the drop-down menu. All will be selected by default.
User Group	User Group, as selected from the drop-down menu. All will be selected by default.
Assigned to User	Assigned User or Primary User the Requests are assigned to
Include Inactive Users	Include inactive users in the report.
User	Search for and select a user the Requests are assigned to

Document inventory report listing various folders and their details for review.