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Sage Paperless Construction Help

Reports

Sage Paperless Construction contains many reports that provide additional information on how the system is set up and details about documents stored in the system. Only the reports that the user has permissions to view are listed. See Reports List for the full list and a description of each available report.

  1. From My Paperless, click Retrieve.

  2. In the Retrieve navigation bar, click Reports.

    A page similar to the following displays:

    SagePVCReportspage-mh.PNG
  3. Select one of the reports from the list.

    Note

    When you are looking for a specific report, you can enter a keyword in the Search field (upper right corner) and then click the Search search_icon.png icon or press Enter. Only the reports matching the keyword you entered display in the list.

  4. Each report has parameters that can be manipulated to change the details included in the report. Update the parameters in the pane on the right as necessary.

  5. (Optional) For reports that include currency symbols and time zones, these settings can be updated in the following locations:

    • To modify the time zone displaying on your reports, access the User Settings > Profile page. See Update My Profile for more information.

    • To modify the currency symbol displaying on your reports, access the Vault Settings > General page. See Vault Settings for more information.

      Note

      You must have system or vault administrator permissions to access this page and make vault-specific changes.

  6. Click Run Report.

    The selected report displays in a separate page. They can be printed, exported or emailed.

    SagePVCReportspageReportsample-mh.PNG