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You can create and download a report that includes information about the values that have been coded for selected documents. For example, you can create a report with coding value counts and last modified values for specific coding fields. When you download a report, the fields that you include in the report appear as columns in a table.
You can reuse a custom report by saving its settings as a group template or a personal template.
Use the following procedure to create a custom report of documents selected in the List pane.
1.In the List pane, select the documents for the report.
2.In the Code pane, click the Code multiple documents button.
4.On the Extensions tab, click Report.
5.In the Report dialog box, type a title for the report.
6.In the Report Format list, select from the following formats: HTML, CSV, Word, or Excel.
7.In the Source/Attachments list, select from the following options:
oOrder by Document ID. Optionally, to include source and attachment relationships in the report, select the Nested Count check box.
8.To add columns to the report, click Edit.
9.In the Report Columns dialog box, on the Fields and Other tabs, search for fields to use in the report.
10.Drag fields from the left pane to the right pane.
11.In the Attribute column, click in the list and select the values that you want to appear in the report, as shown in the following figure.
12.To move fields, use the handle to drag fields up and down.
13.To select a sort order, click in the Sort Order column to the right of the Attribute column.
14.To indicate a sorting direction, click the sort direction button.
15.To delete a field, click the Delete button (X).
16.When done selecting columns, click Save.
A preview of the selected columns appears in the Report dialog box.
17.When done, click Submit.
18.When prompted, open or save the report.
Use the following procedure to save a custom report layout as a group or personal template.
1.After creating a report, in the Report dialog box, on the Templates menu, click Save As.
2.In the Save Template dialog box, enter a name for the template.
3.In the Type list, select whether to save the report as a group template or a personal template.
If you select Group, do the following:
b.In the Assign Templates to Groups dialog box, locate a group by typing search text in the Find box.
c.Drag groups from the left pane to the right pane, and then click Assign.
4.In the Save Template dialog box, click Save.
5.In the Report dialog box, click Submit to save the report.