Create a Custom Register Legacy Report

If your system is configured to use a legacy report template for DLM reporting, you can create a custom registry legacy report to report on controlled documents for a given project. You can choose to report against a selected set membership, originating organization, or a linked project.

To create a custom register legacy report:

1. Navigate to the project.
   You can find projects that you are involved with in the Projects dashpart in the Personal Zone. Alternatively, you can search for a project in the Activity Zone.
2. On the project window, click the DLM tab.
3. Click the Document Control & Reporting tab.
4. Click Registers.
5. On the Manage Registers window, click
6. On the Create Register form, in the Title field, enter a title for the report.
7. From the Select a Report list, select one of the following report types:

   Report Type	Description
   Set Membership	Select this to option to report on all controlled documents linked to a selected set membership.
   Originating Organization	Select this option to report on all controlled documents received from a selected external organization.
   Linked Entity	Select this option to report on all controlled documents shared with a linked project.

   Note: If these report types are not available, it means that your system is configured to use a modern report template for DLM reporting. For information, see Create a Custom Register Report.
8. In the Linked To field, enter the name of the set membership, organization, or linked project that you want to report against. As you type, any matching records display in the list, and you can click a record to select it.
9. Click Save.
10. To view the report, click .