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:
-
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.
-
On the project window, click the
DLM tab.
-
Click the Document Control & Reporting tab.
-
Click
Registers.
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On the Manage Registers window, click
-
On the Create Register form, in the
Title field, enter a title for the report.
-
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.
-
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.
-
Click
Save.
-
To view the report, click either
to generate a PDF report, or
to generate an Excel report.