Article: Document Status Report

The Document Status Report allows you to review member requirement documents. This report displays the document status, when the document was managed, and by whom. If the document was denied, the deny note will also be displayed.

Step 1:

Click the "Reporting" tab from your dashboard to open the Reporting Dashboard.

Step 2:

Click "View All," and then click the "Run Report" button on the Document Status report. Or, use the search box under the reporting dashboard tabs.

Step 3:

Select the requirement for which you would like to view documents. Then, select additional filters such as program, document status, and the date the document was submitted or approved. Once all filters are applied, click the green "Submit" button.

Step 4:

You can email select members by selecting the check box next to their name and exporting selected member rows. You can also export the whole report to a CSV file.