Who is this article for?

Users who want to report on Documents uploaded to their site.

Reports_Create, Reports_Layouts_Create or higherpermissions are required.

You can report on Documents using the Reports module in Classic. This article will walk you through how to easily set that up.

In this article:

1. Creating Document Reports

2. Recommended Report filters

3. Further reading

1. Creating Document Reports

To create a Report:

1. Open the Classic application.
2. Click the 'Reports' topic button.
3. Select 'Report Central'.
4. Click 'New...'.
5. Choose 'New Report' from the list.
6. Highlight 'Admin Reports' in the list on the left.
7. Select 'Documents Report'.

You will be taken to a blank Report notebook where you can select the layout, modify details, and fine-tune queries.

2. Recommended Report filters

There are several common filter combinations used for ease of maintenance, with the two we recommended being 'Document Property' and 'Document Relationship'.

Below are some practical examples to help you visualise how they work.

Document Property

This filter is useful when trying to identify Documents that are not being regularly reviewed.

Set it to a date a year or two before its creation to generate a report of items that haven't been reviewed recently.

You can also use a 'Document Status' filter set to 'Overdue' and/or 'Unknown' to identify documents overdue for review or not scheduled for review at this time. 

Document Relationship

This filter lets you filter Documents based on which items they are linked to.

To report on Documents linked to specific Risks:

1. Select the 'Linked Risks' filter.
2. Click on the dots-in-the-box.
   You will see a pop-up box where you can add and remove items.
3. Move all required items to the right, by double-clicking their name, or by highlighting their name and pressing the arrow buttons.

3. Further reading

• Accessing and navigating Report Central
• Viewing and managing Documents