Creating Reports

QCDocs Portal includes a range of management reports to help you better understand your business. Reports are grouped by logical area, including Task Management, Internal Control, Project and Attribute Management, Financials, Budgeting, Admin and Human Resources.

Report

Task Tag Grouping report allows you to create a task report based on the group parameters selected. For example, you can create a report that includes All employees who have been assigned tasks tagged as Training.

  1. Select Task Management and then Task Printout in the reports list.
  2. Select the date range.
  3. Select the Status of tasks you would like to include. Leave as All if you don't care about status.
  4. Check the display report as one page if you do not want to create a multi-page report.
  5. Create your groups. They function like search parameters. At least 1 group must be created to generate a report.
  6. There are 2 types of groups that you can create. An employee and a tags group. Only 1 employee group is allowed.
  7. Select Modify to edit a group.
  8. Select the employees you would like to include in the report. Select Update Changes and Back when you have completed your list.
  9. You cannot put employees and tags in the same group. Modify a 2nd group to add tag search parameters.
  10. Save your report if you plan on using it again. Enter a name and select Save to save the report.
  11. You can select the report from the Saved Reports drop down list and select Load to recall a saved list.
  12. Select Generate report once you are done.
  13. A report with your selected tags and employees will be generated.
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Report

You can create a report on document vouching and approval status. Select Internal Control and Vouching/Approval status in the reports list. Select the document type and select display to view the report. Check the display report as one page if you do not want to create a multi-page report.

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Report

Tag Time report allows you to create a time entry report based on the group parameters selected. For example, you can create a report that includes All employees who have entered time that have a specific project tag.

  1. Select Task Management and then Task Printout in the reports list.
  2. Select the date range.
  3. Check the display report as one page if you do not want to create a multi-page report.
  4. Create your groups. They function like search parameters. At least 1 group must be created to generate a report.
  5. There are 2 types of groups that you can create. An employee and a tags group. Only 1 employee group is allowed.
  6. Select Modify to edit a group.
  7. Select the employees you would like to include in the report. Select Update Changes and Back when you have completed your list.
  8. You cannot put employees and tags in the same group. Modify a 2nd group to add tag search parameters.
  9. Save your report if you plan on using it again. Enter a name and select Save to save the report.
  10. You can select the report from the Saved Reports drop down list and select Load to recall a saved list.
  11. Select Generate report once you are done.
  12. A report with your selected tags and employees will be generated.
Tag - Documents allows you to create a report on documents with specific tags.
Tag - Expenses allows you to create a report on expense reports with specific tags.
Tag - PO Items allows you to create a report on PO items with specific tags. Top

Report

The Admin tasks are very simple; simply select the document type or employee, the date range and select Display. For Corporate Numbers, no user input is needed in the Portal.

  1. Corporate Numbers - Displays phone numbers entered into Corporate Address Book. Entering contact details in the Corporate Address Book.
  2. Employee Logins - Displays when and how often an employee logs into QCDocs.
  3. User Activity - Displays information on when an employee uploads, moves, and updates a document.
  4. Document Status - Displays the status of a document type.
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Report

Select the employee, date range and select Display. A time off by employee report will be generated.

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Report

No user input is necessary. Simply click on Inventory and Fixed Asset List/Inventory Items in the report list and a list of inventory items will be generated.

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Report

Select the employee, and enter a keywork if desired. An expenses by employee report will be generated.

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