Articles - Reports

Updates to the Documents report

Updates to the Documents report

In Version 1.14, we added a new feature where a document could be configured to require acknowledgment by individuals. This new feature also required some changes to the Documents report; we added a new field and changed the labels on two existing fields in the report's data source. Everything else for this report is the same as it was before.

About the data source changes

If you use Documents report data in reporting systems outside Helm CONNECT, the following changes might affect you. If you have any further questions or concerns, please contact your account manager.

Data fields added: Requires Acknowledgment By Individual

Data fields renamed:

Updating queries in Microsoft Excel and Power BI

If you use Power Query to process report data for use in Microsoft Excel or Power BI, these changes might affect you. Contact your account manager for more information.