Report: Document Count by Owner

Description

For each document owner, shows how many assigned documents and questionnaires are in each status.

Available to users with the following roles or permissions:

Document Owner, Proxy Author, Report Manager, Administrator

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How to Generate

  1. Click Reports.
  2. Click Document Reports, and then click Document Count by Owner.
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  1. In the Output Format area, click Standard or Microsoft Excel Raw.
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  1. (Optional) To save the Output Format setting 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.

  1. 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.

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If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.

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