Document Actions Report

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

• Time when documents were viewed

• Name(s) of user(s) who viewed the documents

• Document(s) viewed by user(s)

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 to open the Calendar window, and select the date.

4. 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.)

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 appropriate items to the Assigned Document Types pane.

7. 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.

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.