Document Type Filtering on Automated Compliance Report- Risk Manager

When creating users configure the automated compliance report, users can create bespoke groups based on document types or sets. This adds significantly more flexibility & capabilities to the report, some example use cases could include:

• The user doesn’t want to include particular internal document types in their client report – individual Document Types can now be excluded
• The user wants to produce a discipline specific report e.g. a Fire Report – All Fire related Document Types can included (leaving everything else excluded)
• The user wants to report on a subset of properties/document types (based on a selected Document Set) e.g. HRB – The user can select just the HRB Doc Set.

The Document filtering works alongside the Property selection (also in the report configurator), allowing for highly flexible configuration options. For example:

• An Asbestos Report for the London Region Properties
• A Client report for a specific portfolio, excluding document types that are not relevant to the client
• And any conceivable combination of Properties and Documents…