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Report: Exceptions by Document

Description

Shows all users who chose questionnaire answers designated as exceptions.

Available to users with the following roles or permissions:

Report Manager, Administrator

How to Generate

Click Reports.
Click Exception Reports, and then click Exceptions by Document.

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 Reference # check box.

By default, the user sort order in the report is ascending by last name. To change what the users are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.

(Optional) By default, this report checks the selected documents/questionnaires regardless of their approval dates. 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) 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. A separate browser window opens along with a Windows system prompt. After opening or saving the file, close the browser window.