See how you can view documents across your organisation and download a document report.

Contents

• Introduction
• Viewing your organisation's documents
• Sorting and filtering documents
• Downloading a CSV for document reports

Introduction

Viewing your organisation's documents

Want to see an overview of all the completed documents in your organisation? Follow these simple steps.

1.   Click "Reporting" in the menu on the left of your dashboard.

2.   You will now see a list of all completed documents.

Sorting and filtering documents

You can filter the list by Template name and/or Document completion date.

To filter by Template name: Select a template from the dropdown to see al documents created with that template.	To filter by completion date: Pick a date or range in the calendar(s) to see documents created on those dates.

To sort the list of completed documents, simply click the relevant table heading.

Downloading a CSV for document reports

If you need to use data about completed documents outside of Work Author, you can easily download it as a .csv file. The .csv download is only for completed documents. 

1.   Click "Reporting" in the menu on the left of your dashboard.

2.   Use the steps in the previous section to filter and sort the list of completed documents. This helps you narrow down the data that will be included in your download.

If you skip this step, your download will included data for all completed documents since your organisation started using Work Author.

3.   Click "Export" on the right above the list to download your .csv file.

Your file will download straight to the downloads folder on your computer.