How do I view Compilation Report?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Reports tab and Click on the Compilation Report tab. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/hNlxc556ernTWebIUZU7bigNk7UGvvEh) |
3. |
Select Client, Report Type, User Type and Status from the list. It will load Compilation Report into grid.
Note : You can filter report for All Clients as well at a time(Last option on Dropdown of Select Client). |
![](https://flydocssupport.kayako.com/base/media/url/cUgwd7Z5mtI67MLlo9FG8tAX5Lskbacg) |
4. |
If "All Clients" is selected from dropdown, you will have additional filter for adding from and to Date.
Note : By default last 3 months from and To Date will be selected |
![](https://flydocssupport.kayako.com/base/media/url/UuON45u1KdjYQCxu7g25Ti5UKkW4XF6b) ![](https://flydocssupport.kayako.com/base/media/url/YbAo8NjMoQey2h825zPUqB8TQhRYLqNK) ![]() |
5. |
Once all the Fields are selected, result will be shown on the grid.
Note : Grid number results will have maximum 100 entries. |
![](https://flydocssupport.kayako.com/base/media/url/gTK1oaRn31eYLA5SWT5PILl49fAbCREP) |
How do I export Compilation Report?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Reports tab and Click on the Compilation Report tab. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/lPh8ltsfryUiOHyzYdvLCQOnfM20KRoy) |
3. |
Select Client, Report Type, User Type and Status from the list. It will load Compilation Report into grid. |
![](https://flydocssupport.kayako.com/base/media/url/MKzr8Fu9F36Ay2EgA6RWmMAqZF2LyiNP) |
4. |
Click on EXPORT button. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/4DntZCTH19XGwqPoL2Cf79Q7GhEwMj8N) |
5. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/bC58YOPjuhm5qVtEa4vCMv8nvAcr1wSk) |
How do I export File Name Report?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Reports tab and Click on the Compilation Report tab. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/vN8bx5tKwV56yS6982NPrw37EbLgeeex) |
3. |
Select Client, Report Type, User Type and Status from the list. It will load Compilation Report into grid. |
![](https://flydocssupport.kayako.com/base/media/url/lu9Ae7VTdNJy0dHg7hLC0GCVz2IIpKcm) |
4. |
Go to compilation record, for which you want to generate File Name Report. Go to end of that record and Click on the view icon. |
![](https://flydocssupport.kayako.com/media/url/fgKoDKelNAPjFV1e0KU4JBBwaPTV3C83) |
5. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/bC58YOPjuhm5qVtEa4vCMv8nvAcr1wSk) |
How do I view Audit Trail?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Reports tab and Click on the Compilation Report tab. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/6LQ6LKLAArb4F8tlKQA1O2hj4ErgtzUf) |
3. |
Select Client, Report Type, User Type and Status from the list. It will load Compilation Report into grid. |
![](https://flydocssupport.kayako.com/base/media/url/IMMoT95VSrAn7sdXVP5pXoTuJWpGpjEQ) |
4. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/ZJ3bEQtNUd9UdVlt7ya1CVlhNTDgpxYG) |
5. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc. |
![](https://flydocssupport.kayako.com/media/url/GNKhvJOEmMJsy4wMtPS2g5E5ttKfVBCZ) |
6. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/WKC7VZkZGjBDyFopSiwpseYVq21eeC2r) |
How do I export Audit Trail?
1. |
Login to your account using the username and password provided. |
|
2. |
Hover over the Reports tab and Click on the Compilation Report tab. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/jgcUTpwZPl59JAeRPombMMNmWaLWfjoL) |
3. |
Select Client, Report Type, User Type and Status from the list. It will load Compilation Report into grid. |
![](https://flydocssupport.kayako.com/base/media/url/nMf22jmlhoHAn1U6DLDFB7o8DGdc3SEV) |
4. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
![]() ![](https://flydocssupport.kayako.com/base/media/url/hSFNYqjnre4pSxycybKZy0Whqfa7l51U) |
5. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
![](https://flydocssupport.kayako.com/media/url/GNKhvJOEmMJsy4wMtPS2g5E5ttKfVBCZ) |
6. |
Click on EXPORT button. |
![]() ![]() ![](https://flydocssupport.kayako.com/base/media/url/HIPdvwEqKvPVvoFgHFkGnLvcqRERsopv) ![]() |
7. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/bC58YOPjuhm5qVtEa4vCMv8nvAcr1wSk) |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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Lauren Partridge
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