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From the Reports Home Page, a User has the ability to Manage Reports, which include:

  1. Custom Reports and Custom SQL Reports
    Users with access can create reports that are specific to the site. You can Add, Edit or Delete, based on your permission level.
    Learn more about Managing Custom/SQL Reports
  2. Audit Reports
    Audit Reports track the movement, access, and property changes of Documents, Entities, and Users.
    Learn more about Managing Audit Reports

Reports ManageReports.png

There are also five (5) Standard Reports that are built into every customer site which are:

  • User Upload Summary - Detailed report on the number of files/documents added per user (including documents added through back end processes) account during the specified date range.
  • System Upload Summary - Detailed bar graph report on the total number of files/documents added during the specified date range.
  • System File Storage Summary - Details the number and size of files/documents that have been uploaded during the specified date range.
  • Workflow Task Status Report - Displays Workflow tasks by Group and Workflow type.
  • Workflow User Report - Displays a summary of completed tasks detailed with a count of completed tasks from a specific workflow by user. This report can be customized to show a specific time period, user and workflow.
See more about Standard Reports


Return to Home page.