Skip to content
English
www.systemHUB.com
  • There are no suggestions because the search field is empty.

Generating a Master Document List Report

The master document list report exports key metadata fields for your systems, policies, or training — not the document content itself.

The Master Document List report gives you a single, exportable list of the metadata for your systemHUB content: things like status, version, and ownership details for each system, policy, or training. It does not include the actual written content of the documents — only the fields describing them.

This report works well as a document register or master list — a common requirement for ISO compliance (e.g. ISO 9001 clause 7.5.3, control of documented information). It's a supporting piece of your compliance documentation, not a complete compliance package on its own. Evidence of approvals, access control, and activity history lives elsewhere in systemHUB — for example, in sign-off reports and activity logs.

Steps to Generate a Master Document List Report

1. Open Settings

  • Click your profile image
  • Select Settings

2. Go to Reports

  • On the left menu, click Reports
  • Scroll down to Master Document List

3. Choose Report Scope

  • Select the content type: Systems, Policies, or Training
  • Select all documents using the Select All tick box, or use the search field to find specific ones
  • Expand folders and subfolders to choose specific content

4. Generate Report

  • Click Generate Report
  • The system will compile the list of matching documents

5. Review Activity Data

The report lists these fields for each document — not the document's content:

  • Status (color-coded)
  • Document ID
  • Document title
  • Latest saved version
  • Owner approval date
  • Next review date
  • Owner and secondary owner
  • Document URL (clickable — use this to open the full document itself)

6. Export Report

  • Click Export
  • Choose Excel (.xlsx) or CSV (.csv)
  • Click Generate
  • The exported file includes the same fields shown in systemHUB


Tip: Use this report as your document register for compliance audits. For full ISO documentation, pair it with systemHUB's sign-off reports and activity logs, which provide the approval and access-history evidence this list doesn't cover on its own.