Report: Documents Accessed
Description
Shows which documents were accessed by which users within a specific date range.
Available to users with the following roles or permissions:
Document owner, proxy author, report manager, document control administrator
How to Generate
- Click REPORTS.
- Click Management, click Document Reports, and then click Documents Accessed.
- Select documents to include in the report (see Selecting Documents for help).
- Do one of the following:
- To view the report using its default settings, click View Report. The report opens in a separate browser window where you can view, print, and save the document to disk in several different formats.
- To change one or more report settings, click Next, and then continue with the next step.
- In the Detail Options area, select either or both of the following:
- Include Document Details: Includes a list of users who accessed each selected document.
- Include Graphs: Adds a graph to the Summary area of the report. The graph shows the number of users who accessed the selected documents in each status.
- By default, this report checks when the selected documents were accessed during the previous 30 days. To change the date range, in the Date Range list, click a range. If you click Custom Range, also type or select From and To dates, and then click Apply.
- In the Output Format area, click Standard or Microsoft Excel Raw.
- The Document Arrangement area controls what document information is included in the report and the document sort order. Do any of the following:
- To change the default report columns, click Show/Hide Columns, and then click to clear the Ref # check box.
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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) To save the current document selections and option settings for future use, click Save Report, type a name and description, click Save and Close, and then click OK.
Note: To access a saved report, click REPORTS, and then, under Personal, click Saved Reports.
- Click View Report.
If you chose the Standard output format, the report opens in a separate browser window where you can view, print, and save the document to disk in several different formats. You can also click a link to open a document.
If you selected Microsoft Excel Raw, a separate browser window opens along with a Windows or Mac system prompt. After opening or saving the file, close the browser window.
Sample report...
