Two document reports exist in Publication Space. These reports will make it easy to identify documents that need to be distributed, either by 1. companyby Company/user User or by 2. documentby Document.
Grouped Search By Company/User
The "By by Company/User" report allows you to search for documents that need to be distributed to different companies based on what was previously distributed to their users.
This report groups results by company and shows how many new revisions of documents need to be distributed to each company's members.
If you wish to search for documents distributed to individual users within a company please tick the Company-Wide Search. Without it ticked the report will search only for documents distributed directly to a company entity such as RIB-*
Search Scope Radio Buttons
Removed the company-wide search option and replaced it with two radio buttons under a new header, "Search Scope":
Any user within the company (e.g., AA-AA): This option is the default and would search for individual users within the company.
Direct to company (e.g., AA-*): This option can be switched on, it will show results where distribution was to the everyone in a company rather than specific individuals.
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‘Detailed View’ option disappears when you toggle on 'Direct to company' because detailed view shows specific user-based distribution only. |
Summary View
The summary view groups results by individual companies and shows how many new revisions of documents need to be distributed to each company's members.
Detailed View
Results are grouped by 'Searched By' company and show specific individual users within each company, along with which revisions they have received.
Orange: User has received a previous revision but not the latest.
Green: User has received the latest revision.
Empty: User has never received the document.
Grouped Search By User
Results are grouped searched by individual users, allowing you to see the distribution status for each user.
Distribute from the report
Once you've selected the documents you wish to distribute, click "Distribute" to load the auto-distribution screen.
Using this information
Once you have the right information that you’re happy with, you can either save the report or export it to Excel:
Save the Report
You can also save the report for future use, allowing you to run it as a pre-filled search whenever needed.
Export to Excel
Once you are satisfied with the information you require, click Export to Excel to export all this information to Excel. It will download this information in the exact same format, to ensure colour
Requires Distribution by Document
For each document, this report lists pending distributions where at least one user has received a previous revision but not the latest one.
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