How to pull Document Status Reports using GoCo's Reports App 📑📈

Want to check the status of your Documents in GoCo? Keep reading to find out how to easily pull this information with GoCo Reports!

Managing your employee's documents can be a big task, so GoCo makes it easy to pull a report and have this information at your fingertips in no time! Follow the instructions below to learn how to do this. 

  1. Sign into GoCo as a Full Access Administrator & navigate to your Reports App using the tabs on the left side of your screen. 
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  2. In your Reports App, hit the blue button on the top right to "+Add a Custom Report".Screen Shot 2023-01-17 at 5.33.41 PM
  3. From the pop-out window that appears, select your report type as "Documents" and hit continue.Screen Shot 2023-01-17 at 5.36.06 PM
  4. Input your Basic Info for this report like your Report Name & Description and hit "Save & Continue" when ready to move on to your report filters.
  5. Screen Shot 2023-01-17 at 5.38.47 PMNow you will select which Document Template's information you want to pull, which status you want to pull (Incomplete, Complete, or All), what time frame you want to search, & what team members you want to pull this information for (Active, Pending, both, etc.)
    1. For example, if I wanted to pull all of my offer letters for both my active & pending team members for all time - my settings might look like the photo below.
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Once you have selected your report filters, hit "Save & Continue".

6. Now it's time to review your Report Fields! GoCo will auto-populate what fields make sense for your report, but you can adjust these as you see fit. Hit "Save & Continue" to move on to reviewing your Report Permissions.

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7. Review your Report Permissions & hit "Continue" at the bottom of your screen to generate your new report!

P.S. if you want to edit these permissions, visit your GoCo Permissions module.

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8. Ta-da! 🎉 Your report has been generated! You can now save this report, create visuals to go along with it, & even download it to your device. 

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For any additional questions, please reach out to your Client Success Team or email us at help@goco.io.

Happy Reporting! 📈💚