Filing Tasks Report

A Filing Task report is one of the configuration reports provided by Monarch Server. This report includes all existing filing processes and their assigned filing tasks, and provides the following information about them:

  • Names of filing processes

  • Execution frequency of each filing process

  • Filing task(s) assigned to each process

  • File name mask of each filing task

  • Location (that is, the server) to which reports are filed

  • Post-processing actions (for example, leave, move, etc.)

  • Document types assigned to each filing task

  • Default indexes (if specified) of each filing task

To view, export, and print a Filing Tasks configuration report

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

  2. Click the Filing Tasks link. The Filing configuration report page is displayed.

  3. Choose between the following views:

    • 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.

      • 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 clip0014at the top of the page, then click OK in the Print dialog.

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

 

 

 

 

 

 

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