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  • Is there a way to flag total items on a Document Register
Solved

Is there a way to flag total items on a Document Register

  • Forum|Forum|1 year ago
    August 1, 2024
  • 2 replies
  • 92 views

C
Thinker
Forum|alt.badge.img+2
  • Claire
  • Thinker
  • 1 reply

i just wondered if anyone know if there is a way to show the total number of items on a register ,  in particular in the document module would like to identify how many documents we have activated .  

 

Thanks 

Best answer by Sam Jackson

Hi Claire,

The amount of records within a register will usually be displayed at the bottom of the list view screen within the selected module. Just make sure you have cleared any search filters and the screen is displaying all documents within that specific register.

Desktop Client - 

Within the Desktop Client, it will be in the bottom left corner of the screen next to Record(s) Found - 

Web Browser - 

In the Web Browser, the count appears at the bottom of the page, within brackets.

 

Dashboards -

If you're using version 7 or later, you can use the Dashboard feature in the Web Browser to view the number of records. For example, the chart below shows all documents due for review by year and can be drilled down into quarters or months by double-clicking on the bars.

 

Hope this helps!

Sam

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    2 replies

    Sam Jackson
    Ideagen Employee
    Forum|alt.badge.img+5
    • Sam Jackson
    • Ideagen Employee
    • 23 replies
    • Best answer
    • Forum|Forum|1 year ago
      August 2, 2024

    Hi Claire,

    The amount of records within a register will usually be displayed at the bottom of the list view screen within the selected module. Just make sure you have cleared any search filters and the screen is displaying all documents within that specific register.

    Desktop Client - 

    Within the Desktop Client, it will be in the bottom left corner of the screen next to Record(s) Found - 

    Web Browser - 

    In the Web Browser, the count appears at the bottom of the page, within brackets.

     

    Dashboards -

    If you're using version 7 or later, you can use the Dashboard feature in the Web Browser to view the number of records. For example, the chart below shows all documents due for review by year and can be drilled down into quarters or months by double-clicking on the bars.

     

    Hope this helps!

    Sam

    • Like
    • Quote

    C
    Thinker
    Forum|alt.badge.img+2
    • Claire
    • Author
    • Thinker
    • 1 reply
    • Forum|Forum|1 year ago
      August 2, 2024

    Thanks Sam ,  really useful information ,  thanks for so much will have a look ,  

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    • Quote


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