Running Document Reports
Use the procedure below to run any of the standard reports provided in Document. Instructions for exporting reports to CSV, XLS, and PDF formats are included as well.
- Open the Document Reports window by doing either of the following:
- Select the report you want to generate in the Standard reports list.
- Select options in the Values column of the grid to define specific criteria for the report.
- Do one of the following:
- Generate and export the report directly to a CSV file. When you use this option, the report will not be visible in Document. Instead, it will be saved as a file in a location that you specify. This option is not available for the Share Safe audit report.
- View the report in Document. If you select this option, you can print the report, export it to a PDF or XLS format, and email it from within Document.