|Reports can be accessed by clicking on the Reporting Tab on the navigation sidebar.|
|The Reports tab contains two reports: The Publication Compliance report shows every publication sent in the last week (by default) and the Standout Answer Group is used in conjunction with questionnaires to show the responses to specific questions during a defined time frame.|
The Subscriptions Tab allows you to view existing report subscriptions.
|Reports can also be accessed by right clicking on the item to be reported on (user, policy, etc.) and selecting Reports, then selecting the specific report from the dropdown list: View compliance report for all recipients of this policy, view audit report for all recipients of this policy, view audit report for all publications containing this policy, view feedback summary report for this document, view feedback history report for this document.|
|Reports can be filtered by clicking on the filters icon in the upper right hand corner of the screen.|
Operators can changed by clicking on the tool icon and selecting the new operator.
Equals, Equals (select), Equals (multiple), Doesn’t Equal, Doesn’t Equal (select) and Doesn’t Equal (multiple)
Like, Begins with, Ends with, Isn’t like
|Additional Filters can be added by clicking on the green plus sign.|
|To select the new filter, click on the ellipsis symbol and select the filter from the dropdown list.|
|Once the filters have been updated, click on the Update results button to view the results.|
|You can drill down into the results for any underlined item on a report.|
|Reports can be saved by clicking on the save icon and selecting the file format: Export to PDF, Export to Excel, Export to Word, Export to CSV.|
|To add a subscription to a report, apply all necessary filters and click on the Subscribe button in the upper right hand corner of the screen.|
Complete the Subscription Name, To, Subject, email comments and how the report will be delivered (attachment or link).Note: The recipients do not have to be PolicyHub users to receive an email with the report attached, but do have to be PolicyHub users to open a linked report.
|Complete the scheduling information for the report.|
|Click on the Complete subscription button in the lower right hand corner of the screen.|
|Tip: A filtered report that you plan to reuse, can be setup as a subscription with a date far into the future and no email information. Then click on the report from the Subscriptions tab to run the report.|
This Quick Reference Guide walks you through the steps to filter, save and subscribe to Reports in PolicyHub.