Report Types

Report Types

There are 6 different report types.

  1. Document

All documents in the system can be reported on.

The following options are available.​

  • Select Sub Category(s)
    • Article Form - If selected, article meta data field options will appear under Report Columns under a sub heading of Meta Data.
    • Asset Meta-Data - If selected, more meta data field options will appear under Report Columns under a sub heading of Meta Data
  • Site Section Here you can select what section of the site you want to report from. 'All' can be selected to report on all documents in the system.
  • Report Columns
    • You can select what report headings you require. There are standard fields and form fields.
    • Here are the standard fields.
Document ID# Name Description
Full Path Folder Full Path
Folder Document Version Last Check Out By
Last Check Out Date Check In Comment Created Date
Created By Last Saved Date Last Saved By
Start Date End Date Total Document Views
Total Document Downloads Total Document Views + Downloads Parent Item
Cycle Time (Days) Expired Status Action Type
Action User Action Date Featured

  • Associated Data
    • Document information can be associated with user profile information

 

 

  1. Form

The following options are available.​

  • Select Sub Category(s)
    • You can select what forms you want to report on here.
  • Report Columns
    • You can select what report headings you require. There are standard fields and form fields. The form fields are dynamic, depending on what was entered.
    • Here are the standard fields.
Form ID# Name Description
Full Path Status Last Saved By
Last Saved Date Parent Item Created By
Created Date

  • Associated Data
    • Form information can be associated with user profile information

 

  1. Project

The following options are available.​

  • Select Sub Category(s)
    • You can select what project forms you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields, project milestones/ stage gates and project form fields. The milestone/ stage gates and project form fields are dynamic depending on what was entered.
    • Here are the standard fields.
Project ID# Name Description
Full Path Project Status Project Code
Billable Reason Code Start Date
End Date Created By Created Date
Last Saved By Last Saved Date Parent Project
Project Type Percent Complete Completed By
Completed Date Current Phase Number Current Phase Due Date
Total Phases Phase Name Task Count
Task Completed Percent Task Overdue Count Pipeline Project
From Pipeline Project Sub Project Count Linked Projects

  • Associated Data
    • Project information can be associated with its document, form, task, sub projects and workflow information.
  1. Task

The following options are available.​

  • Select Sub Category(s)
    • You can select what task form(s) you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields and task form fields. The task form fields are dynamic depending on what was entered in the task form.
    • Here are the standard fields.
Task ID# Name Description
Full Path Start Date End Date
Created By Created Date Last Saved By
Last Saved Date Assigned To Parent Item
Project Project Stage Status

  • Associated Data
    • Project information can be associated with user profile information.

 

  1. User

The following options are available.​

  • Select Sub Category(s)
    • You can select the User Profile form(s).
  • Report Columns
    • You can select what report headings you require. There are standard fields and the fields from the User Profile form.
    • Here are the standard fields.
User ID# Username First Name
Last Name Full Name Email
Date Created Date Saved Date Current Login
Last Login Status Default Role
Groups Super Admin Default Access Level
FTE Days Available Reminder Notifications
At Mention Notifications Task Status Notifications Account Locked
Guest User Temp User Total Logins
Total Documents Viewed Total Searches Total Items Downloaded
Total Items Uploaded Force Reset Next Password Update
Password Last Update Amount Of Days For Reset Group Name
Group Description Group Tags Nested Member
Action Type Action Date Action Details

  • Associated Data
    • There are no associated data options for a user report. But as listed in the other sections, this data can be associated by using the other report types first.

 

  1. Workflow

The following options are available.​

  • Select Sub Category(s)
    • You can select the workflows you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields. There are also fields from the workflow steps and form meta-data depending on the workflow.
    • Here the the standard fields.
Workflow ID# Name Full Path
Comment Created By Created Date
Status Workflow Item Workflow Item ID#
Workflow Item Status Previous Step Comments Previous Step Users
Current Step Current Step Status Text Current Step Type
Current Step Due Date Current Step Start Date Workflow Completed Date
Parent Item Current Step Assigned Users Current Step Assigned Groups
Total Steps Total Workflow Duration (Days) Active Step Duration (Days)
Step ID# Step Label Step Entry Date
Step Cycle Time Action Label Actioned By
Action Date Action Comment Action Document
Action Type Action Assigned Users Action Assigned Groups

 

 

  • Associated Data
    • Workflow information can be associated with user profile information.