Objective:

• To understand how to download the Active Policies report
• To understand how to find information on policies with attachments in the Active Policies report

Environment:

• PolicyStat
• Microsoft Excel

Additional Information:

To retrieve a list of active policies Site Administrators can run the Active Policies report and filter/sort by the column headings.

Procedure:

1. Click the Admin tab
   
2. Under the Reports heading, locate and open the Active Policies report.
   
3. Click the Excel icon in the gray bar at the top beside the Active Policies heading
   
4. Click Download Here to download the report (once loaded)
   
5. From the corresponding CSV report, locate the "Has Attachments" column, and use the Excel filter to display only policies with "Yes".

This article applies to the following user roles: