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:
- Click the Admin tab
- Click Implementation Dashboard in the Site Data column.
- Click Upload Detail in the top blue bar.
- 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
- Click Filter Uploads
- 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.