List of Reports

Out-of-the-box Report Extension

Sr. No.

Report Name

Description

1

Comment Tracker

Displays all the aMessages made on the documents in separate rows.

2

Comments Report

Displays the list of aMessages, the name of the user who created it with the date.

Fields shown in the report - 'Project Name', 'Doc Ref', 'Comment Creator', 'Purpose of Issue', 'Issue No', 'Publish Date', 'Comment Details', 'Comment Title', 'Comment Date', 'Distribution', 'Doc Status', 'Document Title', 'File Name', 'Folder Name', 'Has Markup', 'Last Updated', 'Private Comment'.

3

Dashboard Report - File Tasks Past 12 Months

Displays a dashboard view of file tasks over the past 12 months, additionally filtered by 'Project', 'Recipient Task', 'Month-Year', 'Recipient' and 'Recipient Organization'.

4

Dashboard Report - Forms Created Past 12 Months

Displays a dashboard view of forms created for the past 12 months. The filters are broadly divided into two categories viz. 'Form Created' and 'Form Closed', further filtered by 'Project', 'Form Status', 'Form Type', 'User', 'Recipient Task', 'Month-Year', 'Recipient' and 'Recipient Organization'.

5

Dashboard Report - Forms Status Summary

Displays a dashboard view with a summary of the form statuses. It also provides you with the number of days a form has been open.

6

Dashboard Report - Forms Tasks Past 12 Months

Displays a dashboard view of form tasks for the past 12 months. The filters are broadly divided into two categories viz. 'Form Task Assigned' and 'Form Task Completed', further filtered by 'Project', 'Form Status', 'Form Type', 'Recipient Task', 'Month-Year', 'Recipient' and 'Recipient Organization'.

7

Dashboard Report - New User Added Past 12 Months

Displays a dashboard view of new users added over the past 12 months. The report is organised into trend reports grouped by project and organisation, as well as by month and organisation. Filters are available for 'Project', 'Month-Year', and 'Organisation'.

8

Dashboard Report - Project Activity

Displays a dashboard view of multiple bar charts based on project activity including 'Files Uploaded', 'Comment Created', 'Files Task Assigned', 'Files Task Completed', 'Forms Created', 'Forms Closed', 'Forms Task Assigned' and 'Forms Task Completed'. These are further grouped time including 'Previous Day', 'Past Week', 'Past Month', 'Past 6 months', and 'Overall'.

9

Dashboard Report - Publisher Statistics Past 12 Months

Displays a dashboard view of publishing statistics. The dashboard contains a chart of upload trends for the past 12 months based on project and organization. Also incorporated is a monthly chart for the number of files published and a chart showing uploads based on organization. Further, a chart is available for the number of files published per user.

10

Document Issue Record

Displays a list of the most recent documents, the name of the user to whom they were issued, and the date of issuance.
Fields shown in this report are 'Doc Ref', 'Doc Title', 'Revision', 'Status', and 'POI'.

11

Document Issue Sheet

Displays the distribution history of the documents.

12

Document Submission Schedule Report

Displays the detailed status of placeholders created and files published in a project with its latency.

13

Extended Attributes List

Displays the details of additional attributes added to a project.

14

File Tasks Assigned - Group by Month in Past 12 Months (Chart)

Displays files task assigned - project trend past 12 months grouped by month.

15

File Tasks Assigned - Group by Organization in Past 12 Months (Chart)

Displays files task assigned - project trend past 12 months grouped by organization.

16

File Tasks Assigned - Organization-wise Trend in Past 12 Months (Chart)

Displays files task assigned - project trend past 12 months organization-wise.

17

File Tasks Assigned - Project-wise Trend in Past 12 Months (Chart)

Displays files task assigned - project trend past 12 months.

18

File Tasks Completed - Group by Month in Past 12 Months (Chart)

Displays files task completed - project trend past 12 months grouped by month.

19

File Tasks Completed - Group by Organization in Past 12 Months (Chart)

Displays files task completed - project trend past 12 months grouped by organization.

20

File Tasks Completed - Organization-wise Trend in Past 12 Months (Chart)

Displays files task completed - project trend past 12 months organization-wise.

21

File Tasks Completed - Project-wise Trend in Past 12 Months (Chart)

Displays files task completed - a project-wise trend for the past 12 months.

22

File Tasks Completed Latency - Organization-wise Trend in Past 12 Months (Chart)

Displays organization-wise latency chart for file task completion for the past 12 months.

23

File Tasks Completed Latency - Project-wise Trend in Past 12 Months (Line Chart)

Displays project-wise latency chart for file task completion for the past 12 months.

24

Files - Document Distribution

Displays a detailed transmittal report of all tasks for the selected projects including the user's job title.

25

Files - Export

Exports a list of files with standard metadata.

26

Files - Export Last 12 Months

Provides basic file meta-data export of the last 12 months for the selected projects.

27

Files - Organizations - Incomplete tasks (Chart)

Displays a pie chart with the number of incomplete tasks of organizations for the selected projects.

28

Files - Organizations - Overdue tasks (Chart)

Displays a pie chart with the number of overdue tasks of organizations for the selected projects.

29

Files - Organizations - Tasks Summary (Chart)

Displays a stack column chart with the overall task status of organizations for selected projects.

30

Files - Organizations - Tasks assigned (Chart)

Displays a pie chart with the number of tasks assigned to organizations for the selected projects.

31

Files - Organizations - Tasks completed (Chart)

Displays a pie chart with the number of tasks completed by organizations for the selected projects.

32

Files - Project-wise Cumulative File Size (Bar Chart)

Shows the cumulative size of files in MB’s.

33

Files - Project-wise Cumulative File Size (Chart)

Shows the cumulative size of files in MB’s.

34

Files - Publisher Statistics (Chart)

Shows below details:
Pie chart showing the percentage-wise share of publishers
Bar chart showing the number of files published by different publishers
Line chart showing the trend of files published by a publisher from high to low. Line chart showing the trend of files published by an organization.

35

Files - Secondary File Change History

Gives a detailed change history in the secondary file (attachment) for a document.

36

Files - Status Changed By Organization (Chart)

Displays a pie chart with the number of statuses changed by organizations for the selected projects.

37

Files - Status Changed by User (Chart)

Displays a column chart depicting the status changes made by users for the selected projects.

38

Files - Status History Report

Gives detailed history of file status change for the selected projects.

39

Files - Tasks - Incomplete (Chart)

Displays a pie chart with the number of incomplete tasks by task type for the selected projects.

40

Files - Tasks - Overdue (Chart)

Displays a pie chart with the number of overdue tasks by task type for the selected projects.

41

Files - Tasks Status - (Chart)

Displays a pie chart with overall task status i.e. count of all incomplete, overdue or cleared tasks for the selected project.

42

Files - Transmittal Log - Task Assigned Previous Day

Gives a detailed transmittal report of tasks assigned the previous day for the selected projects.

43

Files - Transmittal Log - All Tasks

Gives a detailed transmittal report of all tasks for the selected projects.

44

Files - Transmittal Log - Incomplete Tasks

Gives a detailed transmittal report of incomplete tasks for the selected projects.

45

Files - Transmittal Log - Overdue Tasks

Gives a detailed transmittal report of overdue tasks for the selected projects.

46

Files - Users - Incomplete tasks (Bar Chart)

Displays a pie chart with the number of user's incomplete tasks for the selected projects.

47

Files - Users - Overdue tasks (Bar Chart)

Displays a pie chart with the number of user's overdue tasks for the selected projects.

48

Files Published Group by Month in Past 12 Months (Bar Chart)

GiDisplaysves a bar chart view of the monthly total number of published files for all the selected projects.

49

Files Published Group by Organization in Past 12 Months (Bar Chart)

Displays a bar chart view of the total number of published files in the last 12 months based on organization for all the selected projects.

50

Files Published Group by Users in Past 12 Months (Bar Chart)

Displays a bar chart view of the total number of published files in the last 12 months based on user for all the selected projects.

51

Files Status Change - Past 12 Months

Provides an account of the status changes for a document in the past 12 months.

52

Files Task Status Summary - Past 12 Months (Chart)

Shows the status of files task assigned, task completed late and task completed on time.

53

Files Transmittal - Lead Time for Past 12 Months

Displays the transmittal register and the status of the tasks on the files with their latency.

54

Files Transmittal - Tasks Completed Past 12 Months

Displays the transmittal register along with the latency of the completed tasks.

55

Files and Forms Task Status Summary - Past 12 Months - (Bar Chart)

Shows the number of tasks that were assigned, the count of tasks that were completed on time and the count of tasks that were completed late.

56

Files by Publisher - Pie Chart

Shows the count of files grouped by publisher in a pie chart.

57

Files by Publisher Org - Pie Chart

Shows the count of files grouped by publishing organization in a pie chart.

58

Files by Purpose - Pie Chart

Shows the count of files grouped by purpose of issue in a pie chart

59

Files by Status - Pie Chart

Shows the count of files grouped by file status in a pie chart.

60

Folder Attribute Sets

Exports a list of folders with the name of the attribute set applied to that folder.

61

Form Association Report

Displays information about forms having document associations.

62

Form Distribution - Lead time

Gives form register report with a lead time for the 'Respond' Task.

63

Form Tasks - Incomplete - (Chart)

Displays a pie chart with the number of incomplete tasks by task type of forms for the selected projects.

64

Form Tasks - Overdue - (Chart)

Displays a pie chart with the number of overdue tasks by task type of forms for the selected projects.

65

Form Tasks Assigned - Group by Month in Past 12 Months (Chart)

Shows forms task assigned - project trend past 12 months grouped by month.

66

Form Tasks Assigned - Group by Organization in Past 12 Months (Chart)

Shows forms task assigned - project trend past 12 months grouped by organization.

67

Form Tasks Assigned - Organization-wise Trend in Past 12 Months (Chart)

Shows forms task assigned - project trend past 12 months organization-wise.

68

Form Tasks Assigned - Project-wise Trend in Past 12 Months (Chart)

Shows forms task assigned - project trend past 12 months.

69

Form Tasks Completed - Group by Month in Past 12 Months (Chart)

Shows forms task completed - project trend past 12 months grouped by month.

70

Form Tasks Completed - Group by Organization in Past 12 Months (Chart)

Shows forms task completed - project trend past 12 months grouped by organization.

71

Form Tasks Completed - Organization-wise Trend in Past 12 Months (Chart)

Shows forms task completed - project trend past 12 months organization-wise.

72

Form Tasks Completed - Past 12 Months

Shows if the task assigned on a form was completed on time.

73

Form Tasks Completed - Project-wise Trend in Past 12 Months (Chart)

Shows forms task completed - project trend past 12 months.

74

Form Tasks Completed Latency - Organization-wise Trend in Past 12 Months (Chart)

Shows organization-wise latency chart for form task completion for the past 12 months.

75

Form Tasks Completed Latency - Project-wise Trend in Past 12 Months (Chart)

Shows project-wise latency chart for form task completion for the past 12 months.

76

Form Tasks - All - (Chart)

Displays a pie chart with the number of tasks by task type of forms for the selected projects.

77

Forms - By Form Type (Chart)

Displays a pie chart of forms based on form type i.e. count of forms created based on each form type for the selected project.

78

Forms - By Organization (Chart)

Displays a pie chart of forms created based on the organizations (i.e. count of forms created by each organization for the selected project).

79

Forms - By Status (Chart)

Displays a pie chart of forms based on their status (i.e. count of forms created by each status for the selected project).

80

Forms - Distribution Report - All Tasks

Displays a detailed distribution report of all tasks for the selected projects.

81

Forms - Distribution Report - Incomplete Tasks

Displays a detailed distribution report of incomplete tasks for the selected projects.

82

Forms - Distribution Report - Incomplete Respond Tasks

Displays a detailed distribution report of incomplete 'Respond' tasks for the selected projects.

83

Forms - Distribution Report - Incomplete Review Draft Tasks

Displays a detailed distribution report of incomplete 'Review Draft' tasks for the selected projects.

84

Forms - Distribution Report - Overdue Tasks

Gives a detailed distribution report of overdue tasks for the selected projects.

85

Forms - Organization - Form Type Summary (Chart)

Displays a stack column chart with form types created by organizations for selected projects.

86

Forms - Organization Task Summary (Chart)

Displays a stack column chart with the overall task status of organizations for selected projects.

87

Forms - Organizations - Tasks Completed (Chart)

Displays a pie chart with the number of tasks completed by organizations for the selected projects.

88

Forms - Organizations - Tasks Incomplete (Chart)

Displays a pie chart with the number of tasks incomplete by organizations for the selected projects.

89

Forms - Organizations - Tasks Overdue (Chart)

Displays a pie chart with the number of overdue tasks of organizations for the selected projects.

90

Forms - Organizations - Tasks assigned (Chart)

Displays a pie chart with the number of tasks assigned to organizations for the selected projects.

91

Forms - Status Summary

Shows the number of open forms grouped by their age.

92

Forms - Status Summary (Bar Chart)

Shows the number of open forms grouped by their type.

93

Forms - Task Status - (Chart)

Displays a pie chart with the overall task status of the forms (i.e. count of all incomplete, overdue or cleared tasks for the selected project).

94

Forms - Users - Incomplete tasks (Chart)

Displays a column chart with the number of incomplete tasks for the selected projects.

95

Forms - Users - Overdue tasks (Chart)

Displays a column chart with the number of overdue tasks for the selected projects.

96

Forms Closed - Past 12 Months

Lists the forms that were closed in the past 12 months.

97

Forms Closed Past 12 Months (Bar Chart)

Shows the number of forms that were closed in the past 12 months.

98

Forms Closed Weekly Summary - Last 4 weeks

Shows weekly summary of forms closed in last 4 weeks.

99

Forms Closure Past 12 Months (Line Chart)

Shows the number of forms that were closed in the past 12 months.

100

Forms Created - Organization-wise Trend in Past 12 Months (Line Chart)

Shows the organization-wise trend of forms created in the past 12 months.

101

Forms Created - Past 12 Months

Displays all the forms that were created in the past 12 months.

102

Forms Created - Project-wise Trend in Past 12 Months (Line Chart)

Shows the project-wise trend of the forms created in the past 12 months.

103

Forms Created Group by Month in Past 12 Months (Bar Chart)

Displays the total number of forms created in a month for the past 12 months.

104

Forms Created Group by Organization in Past 12 Months (Bar Chart)

Shows the total number of forms created by an organization in the past 12 months.

105

Forms Created Group by Users in Past 12 Months (Bar Chart)

Shows the total number of forms created by different users in the past 12 months.

106

Forms Created Weekly Summary - Last 4 weeks

Shows weekly summary of forms created in last 4 weeks.

107

Forms Distribution - Lead Time for Past 12 Months

Shows the latency of open forms based on the distribution.

108

Forms Register

Gives a basic form register along with its status.

109

Forms Tasks - All Tasks - (Chart)

Displays a pie chart with the number of tasks by task type of forms for the selected projects.

110

Forms Tasks - Incomplete - (Chart)

Displays a pie chart with the number of incomplete tasks by task type of forms for the selected projects.

111

Forms Task Status Summary - Past 12 Months (Bar Chart)

Shows the status of form tasks assigned, tasks completed late and tasks completed on time.

112

Forms Tasks - Overdue - (Chart)

Displays a pie chart with the number of overdue tasks by task type of forms for the selected projects.

113

Organization - Upload Statistics Last 12 Months

Displays organization-wise file upload count of the last 12 months for the selected projects.

114

Organization - Upload Trend in Past 12 Months (Chart)

Displays a line chart view of the total uploads per organization for the selected projects over the past 12 months.

115

Organization Activity - Past 12 Months(Chart)

Displays a line chart view of the activities based on available organizations in the selected projects over the past 12 months.

116

Organization Statistics Report

Shows the activity statistics of the project. Users assigned as Workspace Administrators on the project can view the activity statistics report.

117

Project - Upload Statistics Last 12 Months

Displays project-wise file upload count of the last 12 months for the selected projects.

118

Project - Upload Trend in Past 12 Months (Chart)

Displays a line chart view of the total number of uploads over the last 12 months based on the selected projects.

119

Project Activity - Comment Created (Bar Chart)

Displays the number of aMessages made the previous day, past week, past month, past 6 months and all time.

120

Project Activity - File Tasks Completed (Bar Chart)

Shows the number of file tasks completed the previous day, past week, past month, past 6 months and all time.

121

Project Activity - Files Status Change (Bar Chart)

Shows the number of file status changes made on the previous day, past week, past month, past 6 months and all time.

122

Project Activity - Files Task Assigned (Bar Chart)

Displays the number of tasks assigned on the previous day, past week, past month, past 6 months and all time.

123

Project Activity - Files Uploaded (Bar Chart)

Shows the number of files uploaded on the previous day, past week, past month, past 6 months and all time.

124

Project Activity - Form Tasks Assigned - (Bar Chart)

Shows the number of form tasks assigned on the previous day, past week, past month, past 6 months and all time.

125

Project Activity - Forms Closed (Bar Chart)

Displays the number of forms closed during the previous day, the past week, the past month, the past six months, or from the beginning.

126

Project Activity - Forms Created - (Bar Chart)

Displays the number of forms created during the previous day, the past week, the past month, the past six months, or from the beginning.

127

Project Activity - Forms Task Completed (Bar Chart)

Shows the number of tasks completed on the previous day, past week, past month, past 6 months and all time.

128

Project Activity - Past 12 Months (Chart)

Displays line chart view of the total number of activities over the past 12 months per selected project.

129

Project Statistics Report

Shows the activity statistics of the project. Users assigned as Workspace Administrators on the project can view the activity statistics report.

130

Response Summary Report (Chart)

Shows the responses to a form. Additionally, a gauge shows open and closed statuses.

131

Transmittal Log - Extended Attributes

To obtain the configurable attributes in the report, you need to duplicate this report to your folder, click on edit, add the necessary attribute columns and then run the report.

132

User - Project Details

Displays a tabular report with project details for selected projects.

133

User - Task Statistics Report

Shows the task statistics of project users for selected projects.

134

User - Team Directory

Gives basic team directory report i.e. user details and role assignment details.

135

User - Upload Statistics Last 12 Months

Displays user-wise file upload count over the last 12 months for selected projects.

136

User Activity Report - All Inclusive

Shows all-time user activity.

137

User Activity Report - Last 15 Day

Shows user activity during the last 15 days.

138

User Activity Report - Last 24 Hours

Shows user activity during the last 24 hours.

139

User Activity Report - Last 30 Day

Shows user activity during the last 30 days.

140

User Activity Report - Last 7 Day

Shows user activity during the last 7 days.

141

User Activity Report - Last Login

Shows user activity during the last login.

142

User Activity Report - Past 12 Months

Shows user activity for the past 12 months.

143

User Group Report

Displays information about users assigned to the user groups.

144

User Statistics Report

Displays the activity statistics of project users for the previous month. Users assigned as Workspace Administrators on the project can view the activity statistics report.

145

User Statistics Report - Last Month

Displays the activity statistics of project users based on the previous month. Users assigned as Workspace Administrators on the project can view the activity statistics report.

146

User Statistics Report - Previous 30 days

Displays the activity statistics of project users based on the past thirty days. Users assigned as Workspace Administrators on the project can view the activity statistics report.

147

User Status Report Till Last Month

Shows User status of all users of selected projects for the previous month.

148

Users - New User Added Organization-wise Trend in Past 12 Months (Chart)

Shows new users added grouped by organization.

149

Users - New Users Added Group by Month in Past 12 Months (Chart)

Shows new users added grouped by month.

150

Users - New Users Added Group by Organization in Past 12 Months (Chart)

Shows new users added grouped by organization.

151

Users - New Users Added Last Month

Shows the list of new users added the previous month for the selected projects.

152

Users - New Users Added Past 12 Months

Shows new users added in the past 12 months.

153

Users - New Users Added Project-wise Trend in Past 12 Months (Line Chart)

Displays latency chart for new users added in the past 12 months.