How To Edit the Default Overdue Cards Report

The Overdue Cards Report is an internal tracking tool that users can enable from their profile.

The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for “Overdue” in the PDF/CSV/XLS templates grid.)

The variables used for this report can be found on the “TYPE=Reports” tab of the template variables instructions sheet.

If you’d like to take a step back and learn about Cards in DocBoss and how they work, here are some resources:

Working With Cards In DocBoss (Explanation)

Creating A Temporary Card In DocBoss

Document Workflow Within DocBoss (Cards)

How To Copy Card with History In DocBoss

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