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Hover over ‘Documents’ in the menu bar, click ‘All Documents’
Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg a report scheduled for every Friday would need an upload range of ‘Last 7 Days’
Apply any other filters you require, for instance ‘Document Compliance - Non-Compliant’
Scroll to the bottom, click save and choose a name for your filter.
If you’re only looking to report on current documents, remember to apply ‘Relevant’ in the ‘document relevance’ filter.
This saved filter will now be stored in the ‘Saved filters’ page in the ‘Documents’ drop down in the menu bar. From here you can ‘Favorite’ the filter, view and schedule.
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