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Report: Document Assignments by User

Description

Shows all document assignments for the selected users.

Available to users with the following roles or permissions:

Manager, Report Manager, Document Control Administrator

How to Generate

Click REPORTS.
Click Management, click User Reports, and then click Document Assignments by User.

Select the users you want included in the report (see Selecting Users for help).

All options available for this report are displayed on the left. Notice that the number of currently selected users is displayed after the Users option, which you can click anytime to change your user selection.

Note: If you change your user 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 a 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) Click Output Format, and then click Standard or Microsoft Excel Raw.

(Optional) To save the current user 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, under Personal, click Saved Reports.

Click View Report.

If you chose the Standard output format, the report opens in the viewing pane to the right where you can view, print, and save the document to disk in several different formats. If the report contains links, click a document link to open that document in PolicyTech or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.