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Report: Document Assignments by Title

Description

For the selected documents or questionnaires, shows all user assignments along with what role each user performs.

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 Document Assignments by Title.

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 a 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 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.