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How do I create a distributed document report?

Using reports to extract data in Atlas

Hayley Jones avatar
Written by Hayley Jones
Updated over a month ago

You can use reports in Atlas to extract all inputted data. Follow these steps to create a distributed document report.

Steps to Create the Report

  1. Navigate to Reporting

    • Go to: Reporting > New Reports

  2. Select the Report Type

    • On the left-hand side, select Document Reports > Distributed Documents.

    • The report will run automatically.

  3. Apply Filters

    Click Apply Filters to choose the information you want to see in your report.

  4. Select Columns

    • Use the Select Columns dropdown to pick which columns appear in your report.

  5. Set the Start Date

    • The start date lets you choose the time range for your data.

    • For Distributed Documents, set the start date to when you joined Citation.

  6. Export the Report

    Click the Export Report button to download your data as an Excel or PDF file.

Troubleshooting

  • If you do not see the expected information, check that all employees are assigned to a department and location/site in their employee record. These fields are required for reports to run correctly.

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