How to access document reports?

Important

HR Admin access required

How to Access Document Reports.png

NOTE: If you are accessing Reports for the first time, check out 'Introduction to Reports' to get you started

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > REPORTS > DOCUMENT
  3. Under the 'Document Category', you will find several reports such as:
    • Dependents Expired Documents
    • Documents Expiring
    • Letter Requests
    • Missing Required Documents

NOTE: For custom reports, reach out to your Customer Success Manager

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