Viewing a Report of Documents Assembled Per Month

You can download tenancy reports from the Reports section of the Advance root application.

You can create a details of documents assembled per month report showing details of all assembled documents (up to a period of 12 complete months) in Advance. For example, you use this report if you want to view the number of document assemblies by a specific user.

You must have the Root Administrator role to view tenancy reports.

Overview

You can download a report from the Advance root application showing the following information:

Column title Description
Tenancy name The tenancy name. 
Tenancy moniker The domain name for the tenancy.
Customer ID The identifier for the third-party application.
Months The number of document assemblies for each month up to a period of 12 complete months.

To view root user activities report

  1. Log in to the Advance Root Application.
  2. In the header, click Reports.
  3. Select Details of documents assembled per month report.

The report is downloaded in CSV format. You can open the downloaded report file using an application on your own computer. For example, using a spreadsheet application.

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