How to pull Document Status Reports 📈

🛠️ Step-by-Step Guide: 

1. Sign into GoCo as a Full Access Administrator & navigate to your Reports App using the tabs on the left side of your screen. 
   
2. In your Reports App, hit the blue button on the top right to "+Add Report".
3. From the pop-out window that appears, select "Start from Scratch" & select your report type as "Documents" and hit continue.
   
4. You'll be redirected to a new screen to customize the report. First, you'll want to name & give the report a description.
   
5. Now you will select which Fields you want to pull over regarding documents. By default, you will see the following - 
   
   To add more, hit the "+Add Fields" button. This will display a pop-out window that allows you to specify which Document Template's fields you want to pull & if you want to add more Document Fields.
6. Now you will select your Filters including Document Template's 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 incomplete offer letters for all employees for all time - my settings might look like the photo below.
      
      
7. Once you have selected your report filters, hit "Generate Report".
8. Once your report is complete, you can either exit this report or save it for future use

❗ Please note that if you exit without saving, you will not be able to return to this report as it is a "One-Time Report".

 If you would like to schedule your report to be sent on a regular cadence to your email, check out this article.

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

Happy Reporting! 📈💚