In Document Manager, the Client Portal Report Builder enables you to create customised reports for documents and users.
Report profiles created using the Client Portal Report Builder can be saved and reused. Document Hub users can also send copies of their report profiles to other users.
Create a customised report profile
Open Document Manager, then go to the Reports menu.
Click Client Portal Report Builder.
Click the Item Selection tab to select the clients, dates, and staff members to be included in the report.
Click the Report Details tab to select the fields to be included in the report and the type of report.
Report Type - select Portal Documents or Portal Users to determine the field availability.
Columns to Report - use the arrows to select or remove fields for or from the report. Use the Move Up and Move Down buttons to specify the positions of the columns in the report.
Sorting - select the order in which the information will be displayed in the report.
5. To reuse the report selections, click Save.
6. Enter a name then click Save.
7. To run the report with the same settings in the future click Load to open the Load Client Portal Report window, which lists all the report profiles you have saved.
8. Click Query to run the report.
9. Go to the File menu to Print, Save or Export the report if required, then click Close.