Reports

Content

 

PolicyManager™

Step-by-step Guide: 

Reports

A step-by-step guide on how to use reports in PolicyManager™.

What are reports?

In PolicyManager™ reports is a tool that users can utilize to generate analytics on their document management system. This includes reports in three different categories:

• -      P&P Reports
• -      Management Reports
• -      System Administration Reports

This guide will cover the following topic:

How to generate reports

1. Log in on the home page with your username and password. To proceed, you must be a Registered User with the privilege to access reports.

2. Once logged in, hover your mouse over the Reports icon at the top of the window, and click the category you would like to select.

3. Once you select the category you will see sub-categories that you may select as well to see the different types of reports. Each report has a description of what data will be generated if you run the report.

4. Select the report you would like to run. As an example, we have selected report # 7 “Active Policies & Procedures Documents that have been modified within a Selected Period” under P&P Reports under the General sub-category.