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Documents overview report

An overview of the Documents overview report within Employee data reports in Sage HR, and how to use it.

Written by Oliver Cook

The Documents overview report, as described, provides a brief overview of your documents.

To access this report:

  1. Click Reports.

  2. Click Employee data.

  3. Click Documents overview.

In this report, you can see the following information:

  • Documents uploaded in the last 30 days

  • Total documents uploaded

  • Pie chart of documents acceptance status, with each section a different status

    • Approved

    • Declined

    • Awaiting approval

    • Acceptance not requested
      ​

    📌TIP: Click a section to see a list of those documents. Depending on the status you can also Accept or Decline a document here too.

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