Objective:

• To access the Upload Details report

Environment:

• PolicyStat

Additional Information:

The Upload Details report allows you to track the total number of your uploads, see the status of your conversions, and access the original Word/PDF file for your uploads.

This report can also be downloaded using the CSV link in the header.

Procedure:

1. Click the Admin tab
2. Click Implementation Dashboard in the Site Data column.
3. Click Upload Detail in the top blue bar.
   
4. The generated report will display all of your Uploaded policies. Narrow the list using the filter options, if desired.
   • Double-click an Area name to add it to the filter
   • Select or Deselect the check boxes to narrow the report based on status
     
5. Click Filter Uploads
6. View or download your report
   • Click the upload Name to view the policy
   • Click the Filename to view the original document
   • Click the Excel icon in the top bar to download a CSV.