Document Reporting

Document Reporting provides a central area to search for documents that have been attached to master records via the "View Docs" button found throughout the system. In addition, Document Categories can be created via System > Maintenance > Document Categories and then assigned to a document when it is attached to a master record, thereby providing a useful method for grouping, searching, and maintaining documents.

System Navigation

Tools > Document Reporting

Field	Description
Report Type	Pick list used to select the type of report to run. Options are Standard and Document History. Users with permission can create unlimited user versions of any document reporting report and also determine which reports each user will see in this field. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for additional information.
Table	Pick list used to select the type of master record that contain documents to filter for. Options are any table in the Data Dictionary that are not noted as inactive.
Document Category	Search field used to select the appropriate category of which documents are a part. Document Categories, maintained via System > Maintenance > Document Categories, are entered on the Edit Document Entry form when documents are attached to master records in the system.
Start Date/End Date	Used in conjunction with the Document History report type to filter the list based on start and end dates for document history such as creation, signed out, etc.
Signed Out	Pick list used to filter the list based on the status of document controlled documents. Options are All (default), No, or Yes.
Name Starts With	Used to filter for documents based on the first few letters or characters contained in name of the document(s) attached to the master record using the "View Docs" button throughout the system.
Description	Used to filter for documents based on the first few letters or characters contained in the description that was entered on the Edit Document Entry form when the document was attached to the master record in the system. This does not search for any letters or characters in the actual document.

Document Reporting report

The Document Reporting report is displayed once users click the "View" button from the Document Reporting pre-filter. The form displays all documents that have been attached to records via the "View Docs" button along with the Date and Time they were attached. The form also contains a "Modify" button which allows users with proper security access to open the Edit Document Entry form where basic modifications can be made and saved.

View Document History report

The View Document History report displays all document versions based on the filter selections. The Status column will display either "Historical" or "Current" for all document versions and users may view both current and historical versions of the documents via the "View" button on the report. The "Lock-Release" button on this report is used to lock or release the selected document.