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How do I create a distributed document report?

Using reports to extract data from Atlas.

Written by Cipher

You can use reports in Atlas to extract all inputted data. Follow these steps to create a distributed document report.


Steps to create the report

  1. Navigate to reporting

    • Click Reporting > New reports

  2. Select the report type

    • On the left, select Document reports > Distributed documents.

    • The report will run automatically.

  3. Apply filters

    Click Apply filters to choose the information you want to see in your report.

  4. Select columns

    • Use the Select columns dropdown to pick which columns appear in your report.

  5. Set the start date

    • The start date lets you choose the time range for your data.

    • For distributed documents, set the start date to when you joined Citation Canada.

  6. Export the report

    Click the Export report button to download your data as a Microsoft Excel or PDF file.


Troubleshooting

If you do not see the expected information:

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