Create a Custom Register Report
You can create a custom report for documents within a project's DLM. You can choose to apply a filter to the report, and a field to group the results by.
To create a custom register report:
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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
- In the Create Register dialog box, enter a title for the report in the Title field.
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Use the
Select a Report list to select one of the following report types:
- Documents Received Report Crosstab. Select this to option to report on documents received from external organizations for the last 10 unique received dates against the project for the dates selected.
- Documents Received Report. Select this option to create a custom version of the Full Register 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 custom Full Register report. You can select filters and grouping options to customize what data to report on.
- Optional:
From the
Select a filter type list, select a report filter to apply to the report.
Depending on the filter you select, you are required to enter or select additional options. For example, if you choose to filter by organization, you must select the organization that you want to filter by. If you want to exclude the selected filter from the report, select the Exclude From Results check box.
- Optional: From the Select a grouping list, select a field to group the report results by.
- Click Save.
- Optional:
To generate the report, click one of the report format icons.
You can generate the report as either a PDF or Excel report.