Generate a Document Issue Report

You can generate a report on a range of documents that have been issued for a project.

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.
    If your system is configured to use a legacy report template for reporting on document issues, the report opens as a PDF in a new tab. Otherwise, you are prompted to select either PDF or Excel as the report output.