Information

With this function, you create an overview for the selected filing plan or sub-filing plan.

Method

1. Select the filing plan or the group you want to create a report for.

2. On the Public Sector tab, click Filing plan.

3. In the Select template dialog box, select the desired template.

You have the following options:

• Filing plan: The filing plan overview contains the name of the selected group as well as all groups within this group.
• Filing plan with filing department: The filing plan overview contains the name of the selected group as well as all groups within this group. It also contains additional information on the groups, e.g. what file types may be created in the group.

4. In the Generate report dialog box, select a location where you want to file the report.

Result

The report is filed as a PDF at the selected target position.