Generating Reports

PolicyTech includes many reports that let you check the status of and statistics about documents and users. There are three main types of reports—personal, management, and administrative. The following topics contain links to the topics that describe and explain how to generate the different types of reports:

My Tasks & Questionnaires

Tasks by Document Reports

Tasks by User Reports

Tasks by Group Reports

Document Reports

User Reports

Questionnaire Reports

Exception Reports

Login Reports

Superseded Reports

Important: Which reports you have access to depends on your document role and system permission assignments. See Report Access by Role and Permission for details.