Document Actions Report

A Document Actions Report is one of transaction reports provided by Monarch Server. This report provides the following information:

To view and print a Document Actions transaction report

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

  2. Click the Document Actions link. The Document Actions Transaction Report page is displayed.

  3. In the From ... To fields specify a time period, for which you want to view the document actions. Click clip0005to open the Calendar window, and select the date.

NOTE: If you do not provide a date or time period, all document actions for the specified user(s) will be displayed.

  1. From the User list, select a user, whose actions you want to include in the report. (To view document actions for all users, select All Users.)

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

  3. From the Document Types pane, drag appropriate items to the Assigned Document Types pane.

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

NOTE: By default the All Documents option is set in the Documents list.

  1. Click View. The Document Actions transaction report is displayed.

  2. To print the report, click theclip0014icon at the top of the page, then click OK in the Print dialog box.


NOTE: For information on how to convert  a report to another format, see Converting a report to another format.