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The Company documents report is one of the reports available if you have a Deputy HR subscription
- How can this report help my organization?
- What questions can this report help me answer?
- What is in the Company documents report?
- FAQs on using this report
How can this report help my organization?
You can use the report to review all company documents shared within your document library, including their sharing status, acknowledgement requirements, and activity history.
What questions can this report help me answer?
- Which locations and roles have the company documents been shared with?
- Who has shared or modified any of the documents?
- Can I track acknowledgement responses?
What is in the Company documents report?
Total company documents
This chart shows the number of documents uploaded by your business.
Requiring acknowledgment
This chart shows the number of documents uploaded by your business.
Company documents table
A table displaying the details of all company documents.
The Company documents table contains the following data fields:
- Title
- Type
- Upload Status
- Status
- Acknowledgment Required
- Acknowledgments Received
- Acknowledgments Outstanding
- Shared With Locations
- Shared With Roles
- Upload Date
- Modified Date
- Uploader
- Uploader Access Level
- Uploader Primary Location
- Modifier
- Modifier Access Level
- Modifier Primary Locations
Filters
The company document acknowledgements table will be updated with changes to the filters.
- Document title
- Acknowledgement Status
Company documents acknowledgments table
A table displaying the details of all company documents requiring acknowledgement.
The Company documents acknowledgment table contains the following data fields:
- Title
- Type
- Recipient
- Acknowledgment Status
- Acknowledgments Date
- Sharer
- Document Shared Date
FAQs on using this report
- How do I filter this report to find the information I need?
- Can I save my filtered view for next time so I don't need to set up the same filters each time I view the report?
- How do I print, export or email this report?
- Can I schedule this report to export or email regularly? (requires Analytics+)
- How do I create a report with this information but other data included? (requires Analytics+)