Report: Documents Accessed
Description
Shows which documents or questionnaires were accessed by which users within a specific date range.
Available to users with the following roles or permissions:
Document Owner, Proxy Author, Report Manager, Administrator
How to Generate
- Click Reports.
- Click Document Reports, and then click Documents Accessed.
- Select documents or questionnaires to include in the report (see Selecting Documents for help), and then click OK.
All options available for this report are displayed on the left. Notice that the number of currently selected documents/questionnaires is displayed after the Documents option, which you can click anytime to change your document/questionnaire selection.
Note: If you change your document/questionnaire selection after clicking View Report, click View Report again to refresh the report contents.
- (Optional) Click Arrangement and do any of the following:
- To change the default report columns, click Show/Hide Columns, and then click to clear the Ref # check box.
- By default, the document/questionnaire sort order in the report is ascending by title. To change what the documents/questionnaires are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.
- (Optional) Click Detail Options, and then select any of the following:
- Include Document Details: Includes a list of users who accessed each selected document/questionnaire.
- Include Graphs: Adds a graph to the Summary area of the report. The graph shows the number of users who accessed the selected documents/questionnaires in each status.
- (Optional) By default, this report checks when the selected documents/questionnaires were accessed regardless of the access date. To limit results to a date range, click Date, and then select a range. If you click Custom Range, also type or select From and To dates. Click OK.
- (Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.
- (Optional) To save the current document/questionnaire selections and option settings for future use, click
, type a name and description, click Save and Close, and then click OK.
Note: To access a saved report, click Reports, and then click My Saved Reports.
- Click View Report.
If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.
If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.
Sample report...
