Create a Custom Register Report

If your system is configured to use a modern (SSRS) report template for DLM reporting, you can create a custom report to report on controlled documents for a given project. Modern reports allow you to apply a filter, and select a field to group the data by.

To create 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, 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
   Documents Received Report Crosstab	Select this option to report on documents received from external organizations for the last 10 unique received dates for the project.
   Documents Received Report	Select this option to create a customized report for documents that have been received from external organizations. Additional information is provided in the report for each document that has been received.
   Document Register Report	Select this option to create a customized Full Register report. You then select a filter type to filter the report data by.

   Note: If these report types are not available, it means that your system is configured to use a legacy report template for DLM reporting. For information, see Create a Custom Register Legacy Report.
8. To filter the data in the report, use the Select a filter type list to select a filter type.
   Depending on the filter type you select, you are required to enter or select additional options. For example, if you choose to filter by received date, you must specify the from and to dates that you want to filter by.

   If you want to exclude all data that relates to the selected filter, select the Exclude From Results check box. For example, if you select to filter the data by an originating organization, this option will exclude all documents that have been received from the selected organization.

9. To group the data in the report, use the Select a grouping list to select a field.
10. Click Save.
11. To view the report, click either to generate a PDF report, or to generate an Excel report.