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Introduction: This guide provides information on how to make report groups visible to users, how to schedule regular report exports from the Docupace system and other administrative functions for the Reports.

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Change Log:

Date

Change

July 2020

Comprehensive configuration instructions for Reports.

Audience: Administrators, who configure the Docupace system.

Functionality: Reports is and administrative function of Docupace. It allows to view activity performed by users of the system, on-going status of work items, changes made to specific items within workflows, and many more aspects of daily work in the Docupace system.

Administrative features include:

  • Scheduling regular exports of these reports

  • Creating and editing report parameters

  • Assigning Reports to Report Groups

  • Assigning Users the ability to view specific Report Groups

Note

Prerequisites: To access administrative features of Reports, the user must be assigned a BD Admin rolegiven Administrative Access to Reports .


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