Bulk Generate a Handover Report

Owned by Damith Samarakoon
Last updated: Dec 01, 2022 by Former user (Deleted)
1 min read

You can generate a Handover report for multiple Quality packages. 

1. To do this you must first create a saved search. (Click here for how to save a search.)

2. Edit the saved searches layout to add a document tick box option at the beginning of each row. (Click here for how to edit the layout.)

3. Select the documents for which you want to create the Handover report for.

4. Then click on Tools > Generate Handover report.

5. From here you can make your selections.

6. View the Summary report to identify what forms are going to be included in the report – PRIOR – to downloading it. The report content and data will update based on the selections you make.

6. Click Download or Send on a Form to generate the report. (refer here for more information)