Before you get started
Getting Started
Find the Overview Report in the Admin menu. It is located under Overview.
What is the Overview report?
Think of the overview report like a spreadsheet that automatically updates itself
The Overview report contains every item of paperwork that has been assigned and submitted in Worknice, since your organisation has started using it. Now that’s alot of stuff!
With so much data, you have endless possibilities to query the data in any way you need.
Grouping
You can group the data by the following;
- By due date - groups all paperwork that is expiring by date
- By last updated - Groups all paperwork that was updated last by date
- By person - Groups all paperwork by person it is assigned to
Filters
You can filter data in 2 primary categories;
- Status
- Paperwork type
Search
Use the search bar to filter out more unique items of data. Typical use cases is searching for a particular paperwork name (eg Driver Licence) or by a particular person name.
Export
You can export the data in the Overview report by clicking the Download button at the bottom of each query.
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section with Worknice.