Documentation Index

Fetch the complete documentation index at: https://help.cooperlink.io/llms.txt

Use this file to discover all available pages before exploring further.

Export reports

Prev Next

In this article, we will learn how to create excel reports

Approval List Report (Master Deliverables Register - MDR)

  1. Access the Workflows module via the Documents > Workflows menu
  2. Select the appropriate filter
  3. Click Export list report

Cooperlink then proceeds to generate the report in excel format.

Document List Report

  1. Access the Documents module > Advanced Search
  2. Select the appropriate filter
  3. Click Export list report

Cooperlink then proceeds to generate the report in excel format.