The create report action is made available for projects where the opt-in reports feature has been requested to be enabled.

When the reports feature is enabled on a project tje Create report action can be found by selecting one or more documents in the documents table and opening the documents table action menu.

This is what the create report action can look like:

This article contains information about the following topics.

Choose your export options (selected or filtered documents), then click "Continue"

When the create report action is clicked the generate report dialogue will open up:

Displays a count of how many documents you have selected (Excluding folders)

Displays the amount of elements in your current view (Including folders)

Click continue to open the report on the reports page.

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A preview of the report is generated according to the default template.

Report templates are configured on the report templates page.

Access required: Administrator
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Change the template if necessary, then save and choose the export format, for example .PDF or Excel.

To be able to download the report it has to be saved somewhere in the document structure of Catenda first.

Choose the folder where you want to save the report, rename your report if necessary, and then click "Download".

The save document menu remembers the previous folder that was selected and only has to be configured once if the same folder is used every time.