Generate a Custom Register Report

You can generate a custom report as either a PDF or Excel file.

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 one of the following for the custom report that you want to run:
    • Click to generate an Excel report.
    • Click to generate a PDF report.