Report: Exceptions by Document
Description
Shows all users who chose questionnaire answers designated as exceptions.
Available to users with the following roles or permissions:
Document owner, report manager, document control administrator, company / user
How to Generate
- Click REPORTS.
- Click Management, click Exception Reports, and then click Exceptions by Document.
- 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 Exception Options area, in the Date Range list, click a date range. If you click Custom Range, also type or select From and To dates, and then click Apply.
- 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. 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...
