Linked Localized Copies Report

As a master document or questionnaire owner, you can use the Linked Content report to generate a list of localized copies linked to selected master documents/questionnaires.

  1. Click Reports.
  2. Click Content Reports, and then click Linked Content.
  1. Select one or more master documents or questionnaires (for detailed instructions, see Selecting Documents or Questionnaires), and then click OK.

Note: Master titles are preceded by a down arrow ().

  1. (Optional) Click Arrangement and do any of the following:
  1. Click Detail Options, and then select Show localization workflow content.
  1. Click Output Format, and then select Standard or Microsoft Excel Raw.
  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 content item title to open it or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, a separate browser window opens along with a Windows system prompt. After opening or saving the file, close the browser window.