Report Types
There are 6 different report types.
- 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
- 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
- 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.
- 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.
- 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 | |
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.
- 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.