This exporter allows administrators to generate customized reports on the signature status of their documents. Its purpose is to facilitate the tracking of issuance and signature dates, integrating this data with detailed information about the employee and the company in a single Excel file.
To access the exporter, follow this path within the platform:
Go to the side menu and selectReporting.
Click onExporters.
Click theCreate Reportbutton located in the upper right corner.
Once inside the creation section, follow these steps:
Template selection:Choose theCustomoption and select the"Firma Documentos"template.
Add columns:Search for the variables you need within theEmployee,CompanyorFirma Documentosparameters and drag them to the selection box.
Save:Assign a descriptive name to your configuration and clickSaveso it is available in your list of reports.
When downloading the report from your "My Reports" list, you can customize the output by:
Date range:You can filter by document issuance date or by signature date.
Segmentation:It is possible to filter the information by specific conditions such as company, departments, or cost centers.
This feature is available for all customers who have contracted theFirma Digitalservice in Buk. Access to specific data within the report will always depend on the security permissions and scope assigned to the user's profile.
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🤖 This article was translated using artificial intelligence. View original article.