Generating Transaction Reports


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Managing KnowledgeTree > DMS Administration > Miscellaneous > Extended Transaction Information > Generating Transaction Reports

This procedure generates reports on activity in the DMS - by User, or by Date and Type of Transaction.

 

Perform the following steps:

1.Use your administrative credentials to log in to the Web interface of the DMS; then, click pen the Miscellaneous page in DMS Administration.

 

2.Click Extended Transaction Reporting to open the Extended Transaction Reporting page.

 

3.Do you want to generate a transaction report ...

 

by user? Click User Activity Information to open the Select User page. Type the user's name or part of the name in the Username field; then, click search for users to display search results. Click the View Transactions link for the relevant user to further define the following criteria for this user on the User Information page: Date Range, Transaction Type, Show Items (maximum number of items to display). When you're done, click show transactions.

 

by date and transaction type? Click Global Activity Information to open the Global Activity page. Define the following criteria on this page: Date Range, Transaction Type; Show Items (maximum number of transactions). When you're done, click show transactions.

 

 

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