Generate a Custom Register Report

You can generate a custom report to report on a subset of data.

To generate a custom register 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, do the following:
    • If your system is configured to use a modern report, click to generate an Excel report, or click to generate a PDF report.
    • If your system is configured to use a legacy report, click to generate a PDF report.