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Query on users who don't have a document uploaded under a certain category

How to build a query on users who don't have a document uploaded under a certain category.

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Written by Joshua Shooter
Updated over a month ago

To pull information on users who do not have documents under a specific category:


Create a query on document categories

  1. Click Access Button image then click HR Admin.

  2. Go to Queries then click on Create a New Query [+].

  3. Select Documents then select:

    • Document Name.

    • Document Category.

  4. Click Next then under Filters & Options, click on Document Category.

    • Select Equals.

    • Select the relevant Category from the dropdown list.

  5. Click Next then give the query a name.

  6. Click Next then over over Export To and select Export To Excel.


Create a query to show all users' records

  1. lick Access Button image then click HR Admin.

  2. Go to Queries then click on Create a New Query [+].

  3. Click Next then Next again.

  4. Give the query a name then click Next.

  5. Hover over Export To and select Export To Excel.


Compare

After you have exported both queries to Excel, you will need to delete the mutual records between both exported Excel files. This will allow you see which users don't have a document under a certain category
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