The Document-Workload Estimation Report displays information about the amount of time users spent working in Document Management.
Steps to Generate a Document-Workload Estimation Report
Click Reports > Document Reports > Document-Workload Estimation. The Document-Workload Estimation screen displays as shown below.
Enter information in the following fields as needed:
Field | Description |
Report Header Display Options | |
Display on all pages | Display the report header on all pages of the report. |
Display on 1st page | Only display the report header on the first page of the report. |
Do not display on any pages | Do not display the report header on any pages of the report. |
Select Options | |
Group By | The criteria you want to group by. |
Sort By | The criteria you want to sort by. |
Sort Order | Sort the report in Ascending or Descending order. |
Filter By | |
User Name | The user(s) to include in the report. |
Action Date between | Date range within which actions were taken. Optionally, select the Current Day option and select an option from the menu. |
Request # | Request number to be included in the report |
Folder Name | Name of a Folder to be included in the report |
File Cabinet Drawers | File Cabinet Drawer(s) to include in the report. Optionally, you can select which Folders within the File Cabinet Drawer(s) will be included by clicking Search, selecting Folder(s), then clicking Generate. |
Click Generate. The Document Workload Estimation Report displays as shown below.
For information on printing reports, see Printing, Emailing, and Exporting Reports.