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These reports are generated online in the eSign Document Reports top level page. Optionally they can be printed/saved to PDF.
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Reports
Report | Description |
|---|---|
Open Training Report | Report all documents with open training assignments for any users. Sorted by next due date. Documents with overdue training are flagged. System wide or by Space. |
Periodic Review Report | Report all documents with periodic reviews scheduled. Sorted by next periodic review date. Documents with overdue reviews are flagged. System wide or by Space. |
User Training History Record | Generate a report of User Training Records for a specific person. Run system wide or report by Space. |
Document Catalog Export Report | This report can export all document metadata into a CSV file for external management and reporting in tools like Excel. |