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It's great having all the documents in one place in the Document Register, always available whenever you need them, wherever you are. But sometimes, you might need to get a report of those documents in your register.

Here are a couple of examples. You might need to get a list of the latest documents for a status meeting, like a project control group or PCG meeting. Maybe your manager has requested you provide a weekly report on what documents have been updated. What if you need to see what drawings have been sent out to other companies on the project?

I bet you can think of plenty of other reasons. But whatever the reason, any list of search results can be exported to an Excel spreadsheet, and then either adapted further or simply printed off. Let's see how we do this.

Here we are in the Document Register. Let's imagine we need a report for a design team meeting later today. We need to see what architectural drawings have been issued for review. Let's search for them first.

We select Architectural from the Discipline field, Drawing from the Type field, and then For Review from the Status field. To get this list of documents into a simple report, we select Reports and then export to Excel. This will generate the report and place it in the Temporary Files area.

There could be a lot of files here depending on what other people are doing. So here's a tip. To only show the reports you've created, check the box Show my uploads only. Here it is. Its name includes the date and time it was generated. Then, we simply download it.

And once you've downloaded the report, you can do anything you need to do with it because it's just a regular Excel document. And remember, this report is up to date at the time you generate it.

For a lot of people, reports are not the most exciting of things to create. So as with a lot of things, a bit of time up front spent preparing the register with some saved searches will make it so much quicker and easier to create reports when you need them.