Printing Schedule Reports

You may use the Reports button located at the top right corner of the Schedules page, the Schedule Title Details page, and on the Schedule Search page to generate and print reports. You can generate reports of one or more schedule titles, as well as reports of schedule search results.

Reports for Versatile Corporate-Wide Access are designed in Versatile Retention. Specific reports can be made available only to the Web Module, or you can generate reports that are available in Versatile Retention as well.

To generate a schedule report:

1. Access the schedule titles you want to create a report for. Select from the main Schedules window, the search results page of a Schedule search, or from the Schedule Title Details page for an individual schedule.

2. Click the Reports button in the upper right corner of the page. The available reports are displayed in a drop-down list.

3. Select the desired report from the drop-down list. Options may vary based on security group assignment.

4. Select the report output format, including PDF or XLSX. This should align with the output expected for the selected design for best results. Additional filter options may be offered depending on the area the report is generated from.

5. When generating a report from the main Schedules page, additional options are available when generating a report:

· To include information for all companies and business functions regardless of the schedules currently in views, click All Schedules.

· To narrow down the report to only the schedules under the selected company or business function, or - GLOBAL - , click Selected Schedules.

· If you selected a company or business function, and you want to include the schedule titles for its sub-functions, click Include Sub-Functions. To include only parent company or function level schedule titles, clear this check box.

· If you filtered the schedule window by country, an additional option to also filter the included citations is available. To only include citations within the selected country click Filter Citations by selected Country?. To include all citations regardless of the country filter, clear this check box.

6. Click Generate Report to create the report. The report opens in a new window. XLSX reports will request the user to save the file to the desired location. PDF reports typically open in the browser window.

Note: A PDF viewer is required to view the report.

7. For PDF output, use the Print button in the toolbar to print the report. Select the printer and other properties for your printer, and click Ok.

Depending on the browser and extension configuration, the print option may be located in a drop-down menu accessed by clicking an options icon ( or similar).