Document Tracking Reports

***Note:  v. 24.2 offers an enhanced report results grid with additional options.  Access to that article can be found here.***

The Document Tracking reports display Tracking items by status.

 Select the Report Type to view Exception, Found, Pending or Waived items and their details.

Track Exception

Select from various report filter options.  Required filters will be designated by an asterisk (*).

Criteria

Date Range – Choose a Predefined date range from the drop down list or customize the requested date range using the calendar.

        

Entity Type – Select an Entity Type from the drop-down menu.

 Related Entity Display Name Select a related Entity Display Name (if applicable); if none is selected or available, criteria will reflect “Do Not Include.”

Relationship Role – Select the Relationship Role to be displayed in results.

Document Type - Optionally, select the document type(s) for the report.  If none is selected, the results will include all document types.

Exception Type - Optionally, select the Exception Type(s) to show on the report.  If none is selected, all statuses will be included.

Group by User – Select either None, Assigned User or Related User.

User(s) – Select specific user(s).  If none is selected, all Users will be included.

Role(s) – Select one or more Roles to be displayed on the report from the dropdown list.  If none is selected, results would include all of them.

Add Additional Attribute Criteria (Optional)

Additional Attribute criteria may be selected from the drop-down menu and will be visible at the bottom of the form if selected.

To deselect the additional Attribute criteria, click the trash can to the right.

Click Submit to generate the report, which is displayed in the Results Tab. 

Click Reset to clear the form.

         

 Report Results

Column Selections- Standard and Attributes

Standard columns can be shown or hidden by selecting or deselecting them under the “Standard” button.

Specific Attributes can also be added to displayed results by selecting them from the “Attributes” drop-down menu.

Bookmark

A bookmark of the selected criteria can also be saved using the “Bookmark” icon to “Copy” the URL.

    

• Choose the number of Top Activities to display.
• Use the Filter to narrow results displayed. 

• Export the list of results to Excel. 

• Sort results by Entity Type or Due Date. 
  
  
• Click the Title to view the item’s details (opens in new tab).

Track Found

Criteria

Select from various report filter options.  Required filters will be designated by an asterisk (*).

Date Range – Choose a Predefined date range from the drop-down list or customize the requested date range using the calendar.

Entity Type – Select an Entity Type.

Related Entity Display Name Select a related Entity Display Name (if applicable); if none is selected or available, criteria will reflect “Do Not Include.”

Relationship Role – Select the Relationship Role to be displayed in results.

Document Type- Select the document type(s) for the report.  If none is selected, the results will include all document types.

Add Additional Attribute Criteria (Optional)

Additional Attribute criteria may be selected from the drop-down menu and will be visible at the bottom of the form if selected.

To deselect the additional Attribute criteria, click the trash can to the right.

Click Submit to generate the report, which is displayed in the Results Tab. 

Click Reset to clear the form.

         

 Report Results

Column Selections- Standard and Attributes

Standard columns can be shown or hidden by selecting or deselecting them under the “Standard” button.

Specific Attributes can also be added to displayed results by selecting them from the “Attributes” drop-down menu.

Bookmark

A bookmark of the selected criteria can also be saved using the “Bookmark” icon to “Copy” the URL.

    

• Choose the number of Top Activities to display.
• Use the Filter to narrow results displayed. 

• Export the list of results to Excel. 

• Sort results by Entity Type or Due Date. 
  
  
• Click the Title to view the item’s details (opens in new tab).

Track Pending

Criteria

Select from various report filter options.  Required filters will be designated by an asterisk (*).

Date Range – Choose a Predefined date range from the drop down list or customize the requested date range using the calendar.

Entity Type – Select at least one Entity Type.

 Related Entity Display Name Select a related Entity Display Name (if applicable); if none is selected or available, criteria will reflect “Do Not Include.”

Relationship Role – Select the Relationship Role to be displayed in results.

Document Type- Select the document type(s) for the report.  If none is selected, the results will include all document types.

Group by User – Select either None, Assigned User or Related User.

User(s) – Select specific user(s).  If none is selected, all Users will be included.

Roles(s) – Select one or more Roles to be displayed on the report from the dropdown list.  If none is selected, results would include all of them.

Add Additional Attribute Criteria (Optional)

Additional Attribute criteria may be selected from the drop-down menu and will be visible at the bottom of the form if selected.

To deselect the additional Attribute criteria, click the trash can to the right.

Click Submit to generate the report, which is displayed in the Results Tab. 

Click Reset to clear the form.

         

 Report Results

Column Selections- Standard and Attributes

Standard columns can be shown or hidden by selecting or deselecting them under the “Standard” button.

Specific Attributes can also be added to displayed results by selecting them from the “Attributes” drop-down menu.

Bookmark

A bookmark of the selected criteria can also be saved using the “Bookmark” icon to “Copy” the URL.

    

• Choose the number of Top Activities to display.
• Use the Filter to narrow results displayed. 

• Export the list of results to Excel. 

• Sort results by Entity Type or Due Date. 
  
  
• Click the Title to view the item’s details (opens in new tab).

Track Waived

Criteria

Select from various report filter options.  Required filters will be designated by an asterisk (*).

Waived Type- Select the Waived Type(s) to show on the report.  If none is selected, all statuses will be included.  

Date Range – Choose a Predefined date range from the drop down list or customize the requested date range using the calendar.

Entity Type – Select at least one Entity Type.

Related Entity Display Name Select a related Entity Display Name (if applicable); if none is selected or available, criteria will reflect “Do Not Include.”

Relationship Role – Select the Relationship Role to be displayed in results.

Document Type- Select the document type(s) for the report.  If none is selected, the results will include all document types.

Add Additional Attribute Criteria (Optional)

Additional Attribute criteria may be selected from the drop-down menu and will be visible at the bottom of the form if selected.

To deselect the additional Attribute criteria, click the trash can to the right.

Click Submit to generate the report, which is displayed in the Results Tab. 

Click Reset to clear the form.

         

 Report Results

Column Selections- Standard and Attributes

Standard columns can be shown or hidden by selecting or deselecting them under the “Standard” button.

Specific Attributes can also be added to displayed results by selecting them from the “Attributes” drop-down menu.

Bookmark

A bookmark of the selected criteria can also be saved using the “Bookmark” icon to “Copy” the URL.

    

• Choose the number of Top Activities to display.
• Use the Filter to narrow results displayed. 

• Export the list of results to Excel. 

• Sort results by Entity Type or Due Date. 
  
  
• Click the Title to view the item’s details (opens in new tab).