Annotation Reports

Annotation reports provide information about all annotations to reports.

This report provides the following information:

• Name(s) of user(s) who created annotations

• File names of the reports with annotations

• Document type

• Annotation level (report, page or selection)

• Pages where annotations were created

• Time when annotations were created

• Text of annotations created by a user(s)

To view and print an Annotation report

1. On the Navigation Tree, click System Reports and select Annotations.

2. In the Annotations: From ... To fields specify a time period, for which you want to view annotations. Click to  open the Calendar window, and select the date.

3. In the Document date: From ... To fields specify a time period for the document dates to be included in the report. Click to  open the Calendar window, and select the date.

4. From the User list, select a user whose annotations you want to view (to view annotations of all users, select the All Users option).

5. From the Document Groups list select a document group, to which the desired document type(s) is assigned.

6. From the Document Types pane drag an appropriate item(s) to the Assigned Document Types pane.

7. If you want to view annotations for one report only, click the Show Documents button under the panes. The Reports list will display all reports of the selected document types. You can select one report to be included in the report. 

8. Click View to display the report in either tabular (Grid) or textual (Report) format.

   •  Grid: The Grid view displays the report in tabular format. For each column, select any of the following operations by clicking :

     • Sort Ascending: Select this option to arrange the entries in ascending order.

     • Sort Descending: Select this option to arrange the entries in descending order.

     • Columns: Select the columns to display in the grid view.

     • Filter: Define the settings to filter the entries shown.

     • Group column: Combine identical entries into a single group, with each unique entry displayed once. Remove the grouping by clicking  next to the name of the grouped column or by clicking  again and then selecting Ungroup column.

     • Set Column Position: Choose between Move previous or Move next to arrange the columns.

     The following options are also available in Grid view:

     • Export to Excel: Select this option to export the report as an Excel Worksheet (*.xlsx).

     • Export to PDF: Select this option to export the report as a PDF file (*.pdf).

     • Search: Enter a keyword to perform a search within the entries. 

     • Page navigation: Enter a page number or click the navigation arrows to switch pages.

     • X items per page: Choose the number of items to display from the dropdown menu.

     • Refresh: Click the Refresh button to display the most recent reports. 

   • Report: The Report view displays the report in textual format. The following options are available:

     • Page navigation: Enter a page number or click the navigation arrows to switch pages.

     • Export to the selected format: Choose from among the following export format types that are listed in the dropdown menu: Acrobat (PDF) file, CSV (comma delimited), Excel 97-2003, Rich Text Format, TIFF file, and Web Archive. Click the Export button to complete the export process.

     • Refresh: Click the Refresh button to display the most recent reports.

     • Print preview: Click the Print Preview button  to view the report in printed format.

     • Print: Click the Print button at the top of the page, then click OK in the Print dialog.