Creating Document Administration Reports - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

Reports can be generated from the Document Administration pane. These reports are CSV files that contain information found in the Document and User columns of the Document Administration pane. Exported reports contain information about selected documents for all users assigned to those documents.

To export a report based on selected users instead of selected documents, see Creating User Administration Reports.

To export a report from the Document Administration pane:

  1. Open the Knowledge Transfer view.
    • If you are in the DKT Reader, this view is opened by default.

    • If you are in the Web Client, select Open Knowledge Transfer from the main menu.

    The Knowledge Transfer view is displayed.

  2. From the Your Groups pane, select a Reading Group from the Administration Groups drop-down list. The Member Administration tab is displayed by default.
  3. Click the Document Administration tab. The Document Administration pane is displayed.
  4. Do one of the following from the Documents list:
    • To include specific documents in the report, select one or more documents from the list.

    • To include all documents in the report, either select all documents in the list or do not select any documents in the list.

  5. Click Export Report. The Export Report dialog box is displayed.
  6. Enter a name for the report in the Report Name field.
    Note:

    Report names cannot exceed 100 characters.

  7. In the Documents section, select Selected Document(s) if you would like the report to be generated from the documents you selected earlier in this procedure. If you would like the report to be generated from all documents in the Reading Group, select All Documents in Selected Reading Group.
    Note:

    The Selected Document(s) option is not available if no documents were selected before the Export Report button was clicked.

  8. In the Document Columns section, select which columns of document information you would like included in the report.
  9. In the User Columns section, select which columns of user information you would like included in the report.
  10. Click OK to generate the report. The CSV report file is downloaded to your computer to the default location of your web browser downloads.