Document Version report lists all available documents and their versions in Folio which are visible under the Documents List screen and Hub. This report applies the access rights of a user i.e. a user will be able to generate Documents Version report only for the documents he has access to.
The default fields of this report are:
- Key
- Title
- Person Responsible
- Document Type
- Version
- Author
- Version Create Date
- Published At
- Updates
- The report is sorted by the Document Key in an ascending order & is grouped by it.
- Then, the report is also sorted by Version in descending order, ensuring that the latest version of a document appears first and the oldest version appears last for the user.
- By default the report is filtered to show only the latest active version of the document.
- The 'Most Recent Versions' filter can be used to display 1, 5, 10, 15, or 20 versions of the documents. If the filter is removed, the report will display all versions.
- The Version field on this report is a clickable link, clicking on it will take the user to the record for that version of the document.
- All fields available on a Document record can be added to this report.
- Below listed Document Approval fields can be added to this report to track when approval was requested and who approved it for various versions of a document:
- Approval Requested At
- Approval Requested By
- Approved By
- Below listed Document Review fields can be added to this report to track the review schedule & when review was due and who reviewed it for various versions of a document:
- Document Review Frequency
- First Review Date
- Next Review Date
- Review Date
- Reviewed At
- Reviewed By
- The report can be filtered on all available Document fields.
- The report can also show the list of Actions, Checklists, Folio Templates & Launchpads linked to a document.
- This report does not have a summary & chart option.