Report: Documents Approved as of a Specific Date

Description

Shows all documents or questionnaires that were approved before or on the specified date.

Available to users with the following roles or permissions:

Document Owner, Proxy Author, Report Manager, Administrator

How to Generate

  1. Click Reports.
  2. Click Document Reports, and then click Documents Approved as of a Specific Date.
  1. For Content Type, select whether to see information about documents or questionnaires.
  1. If your PolicyTech system has multiple sites, select a site.
  2. In the Select By list, click an option for how you want to select documents/questionnaires within the selected site.
  1. The list below Select By changes, depending on the Select By option you choose. Do one of the following:
  1. Next to the Approved as of box, click , and then click a date.
  2. In the Output Format area, click Standard or Microsoft Excel Raw.
  1. (Optional) To save the current 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.

  1. Click View Report.

If you chose the Standard output format, the report opens in a new window where you can view, print, and save the document to disk in several different formats. If the report contains links, click a document/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.