Reports
The Report tab allows you to upload templates for the extraction reports that users can generate and download. Users can generate reports for individual documents and/or reports for an entire dossier. For further information on report download, please see the User Manual: Download dossier report and Download document report.
How to get there:
User menu > Settings > Dossier templates > Dossier template > Reports
Report templates
You will see a list of uploaded report templates on the top right.
What can you do there?
You can upload customized report templates as needed: Create your template(s) in the .xlsx format or contact your knecon Customer Success Manager to create a customized template.
Upload a template by clicking Upload a document. The file explorer opens and you can select your file(s) and confirm your upload. The report templates will then be available for all dossiers applying the respective template.
Upload report templates
Hover over the list of report documents and stop on the document you would like to edit or delete.
The Download and the Trash buttons appear on the right.
Download or delete report template
Click Download./
Click Trash.
The report document is downloaded./
The report document is deleted.
Confirm.