Generate a Document Issue Report

You can generate a report on a range of document issues for a project. You choose to generate the report as a PDF or Excel file.

To generate a document issue report:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
  2. On the project window, click the Document Issues tab.
  3. Click .
  4. In the Issue Report dialog box, select the range of issues that you want to report against.
    Note: The maximum number of document issues that you can report on is 15.
  5. Click Generate.
  6. In the Report Format dialog box, click the report format that you want to create.