Export Reviews Report

You can export a report of selected, or all reviews into a downloadable XLSX file.

1. In the Document Management module, click the Reviews tab

   Click Export all to export a report of all reviews, or you can apply filters to refine your report as follows:

2. Click to filter reviews by:

   • Status
   • Workflow
   • Initiated by
   • Next action by
   • Next action due

3. Select your filters and click Apply

   The export button includes the number of reviews after the filters are applied. For example,

4. Click Export (X) filtered

5. Edit the review report title if required.

6. Click Create report

You will receive an email inluding a link to download the report.

The report Overview details:

• Created on
• Created by
• Total reviews
• Open reviews
• Closed reviews
• Void reviews
• Sorted by
• Filtered by

The report Details tab includes the following information: