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

 

 

2. 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

 

3. 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.

4. 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.

 

5. 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.

 

6. 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.