Report on Read & Accept documents

You can run reports on Read & Accept documents across the whole company or for specific individuals or groups.
 

  1. Go to System Tools > Exports and Reports > Other > Read & Accept.

    Leave the filters blank on any or all the fields to include all options in the report.

  2. To include a group of employees, use the Employee Selector first.

  3. Complete the form, using this table as a guide:

    Field Description
    Advanced Settings
    Title
    Select the title of a document if you only want to include a specific one.
    Employee
    Select the name of an employee if you only want to include them.
    My Documents
    Select to see only documents you have created.
    Accepted/Outstanding
    To either include accepted or outstanding documents.
    Accepted From
    Enter a date to include documents accepted from that date.
    Accepted To
    Enter date to include documents accepted to that date.
    Active/Inactive
    Select Active to only display active documents or Inactive for inactive documents.
    Include Individual
    Select to include individual documents uploaded via the employee’s Document tab.
    Group by
    Select to group your report by Department, Team, or Line Manager etc.
    Advanced Settings
    Employees Between
    Enter dates to include Starters From and/or To.
    Leavers
    Select to include leavers or leavers only.
    Group By
    Further grouping options are available here.

  4. After running the report, select Actions in the top right of the page and choose to export to Excel or print a hard copy.