Two document reports exist in Publication Space. These reports will make it easy to identify documents that need to be distributed, either by 1. company/user or by 2. document.
Grouped By Company
The "By Company" 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-*
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 company and show 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 By User
Results are grouped 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.
Save the Report
You can also save the report for future use, allowing you to run it as a pre-filled search whenever needed.
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.
