Documents Report

The Documents Report displays information about the activities performed in Document Management, including details about the number of Pages created, edited, deleted, sent, or received in Document Management.

Steps to Generate a Documents Report

Click Reports > Custom Reports > Documents. The Document screen displays as shown below. For instructions on configuring permissions and a report schedule, see the instructions under the Custom Reports section.

To use saved report criteria, select an option from the Select Saved Report Criteria drop-down menu, then proceed to step 4. To create a new report, click Next, then proceed to step 3. After clicking Next, the following screen displays:

Enter information in the following fields as necessary:

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.
Include Search Criteria in Generated Report Print	Include search criteria in the printed version of the generated 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.
Folder Information
Folder Name	Name of the Folder for which you want to generate the report.
Full Text Search	Text to be searched. Click the button to display options to include AND/OR operators in the search. Click the button for instructions on how to use Full Text Search.
File Cabinet Drawer	File Cabinet Drawer(s) for which you want to generate the report. All will be selected by default.
Review Layer Name	Name of a Review
Folder Redacted Status	Redacted status of the folder, Yes or No.
Folder Created between	The date range within which the Folder was created. Optionally, select the Current Day option and select an option from the drop-down menu.
Scanned between	The date range within which the Document was scanned. Optionally, select the Current Day option and select an option from the drop-down menu.
Action Office	Action Office(s), as selected from the drop-down menu. All will be selected by default.
Created By (User)	User who created the document
Added By	User who added the document
Scanned By	User who scanned the document
Created By (EDR)	Was the folder created in EDR? Yes if the Folder was created in EDR, or No if it was not.
OCR Status	OCR Status, as selected from the drop-down menu
Date Added	The date range within which the Folder was added
Custom Fields
Custom Fields	Any custom fields that are common across the selected File Cabinet Drawers are available to include in the report
Select Fields
Select Fields	Field(s) you want to apply to the report. Click the icon to add the selected fields to the Selected Fields list. Click the button to add all fields from the list.
Selected Fields	Selected Fields to be displayed in a list for this field. To remove Selected Fields from the list, select the Selected Fields you want to remove, then click the button. To remove all Selected Fields from the list, click the button. To move a selected item from the list one position up or down, click the or button accordingly.

Click Generate. The Documents Report displays as shown below.

NOTE: After entering report criteria, click Save Report Criteria to save the report criteria for future reports. The Save Report Criteria window displays as shown below. Enter the name of the Report Criteria in the space provided, then click Save.

For information on printing reports, see Printing, Emailing, and Exporting Reports.