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

Gives the list of aMessages and the name of user who created it along

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

Gives a dashboard view of file tasks for the past 12 months, further filtered by 'Project', 'Recipient Task', 'Month-Year', 'Recipient' and 'Recipient Organization'.

4

Dashboard Report - Forms Created Past 12 Months

Gives 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

Gives a dashboard view of summary of form statuses. Further, the report tells you the number of days an form has been open.

6

Dashboard Report - Forms Tasks Past 12 Months

Gives 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

Gives a dashboard view of new users added in past 12 months. The report is split into trend reports grouped by project and organisation as well as numbers in months and organisation. Filters are available for 'Project', 'Month-Year' and 'Organisation'.

8

Dashboard Report - Project Activity

Gives a dashboard view of multiple bar charts based on project activity viz. 'Files Uploaded', 'Comment Created', 'Files Task Assigned', 'Files Task Completed', 'Forms Created', 'Forms Closed', 'Forms Task Assigned' and 'Forms Task Completed' and grouped by 'Previous Day', 'Past Week', 'Past Month', 'Past 6 months' and 'Overall'.

9

Dashboard Report - Publisher Statistics Past 12 Months

Gives a dashboard view of publishing statistics. The dashboard contains upload trend chart for past 12 months per project and organization. Also incorporated are monthly chart for number of files published and a chart showing organization wise upload. Further there is a chart for number of files published per user.

10

Document Issue Record

Gives the list of latest documents and the name of user to whom it was issued along with the date.
Fields shown in the report - 'Doc Ref', 'Doc Title', 'Revision', 'Status', 'POI'.

11

Document Issue Sheet

Shows distribution history of the documents.

12

Document Submission Schedule Report

Shows the detailed status of placeholders created and files uploaded on them in a project along with its latency.

13

Extended Attributes List

Shows the details of additional attributes added in a project.

14

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

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

15

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

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

16

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

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

17

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

Shows files task assigned - project trend past 12 months.

18

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

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

19

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

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

20

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

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

21

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

Shows files task completed - project-wise trend past 12 months.

22

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

Shows organization wise latency chart for file task completion for past 12 months.

23

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

Shows project wise latency chart for file task completion for past 12 months.

24

Files - Document Distribution

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

25

Files - Export

Exports a list of files with standard metadata.

26

Files - Export Last 12 Months

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

27

Files - Organizations - Incomplete tasks (Chart)

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

28

Files - Organizations - Overdue tasks (Chart)

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

29

Files - Organizations - Tasks Summary (Chart)

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

30

Files - Organizations - Tasks assigned (Chart)

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

31

Files - Organizations - Tasks completed (Chart)

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

32

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

Shows cumulative size of files in MB’s.

33

Files - Project-wise Cumulative File Size (Chart)

Shows cumulative size of files in MB’s.

34

Files - Publisher Statistics (Chart)

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

35

Files - Secondary File Change History

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

36

Files - Status Changed By Organization (Chart)

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

37

Files - Status Changed by User (Chart)

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

40

Files - Tasks - Overdue (Chart)

Displays a pie chart with 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 detailed transmittal report of tasks assigned previous day for the selected projects.

43

Files - Transmittal Log - All Tasks

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

44

Files - Transmittal Log - Incomplete Tasks

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

45

Files - Transmittal Log - Overdue Tasks

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

46

Files - Users - Incomplete tasks (Bar Chart)

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

47

Files - Users - Overdue tasks (Bar Chart)

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

48

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

Gives bar chart view for monthly total number of uploads for all the selected projects.

49

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

Gives bar chart view for total number of uploads in the last 12 months per organization for all the selected projects.

50

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

Gives bar chart view for total number of uploads in the last 12 months per user for all the selected projects.

51

Files Status Change - Past 12 Months

Gives an account of the status changed 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

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

54

Files Transmittal - Tasks Completed Past 12 Months

Gives you 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 and the count of tasks that were completed on time and 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 along with the name of 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 lead time for 'Respond' Task.

63

Form Tasks - Incomplete - (Chart)

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

64

Form Tasks - Overdue - (Chart)

Displays a pie chart with 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 or not.

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 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 past 12 months.

76

Form Tasks - All - (Chart)

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

77

Forms - By Form Type (Chart)

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

78

Forms - By Organization (Chart)

Displays a pie chart of forms created by organization i.e. count of forms created by each organization for the selected project.

79

Forms - By Status (Chart)

Displays a pie chart of forms as per current status i.e. count of forms created by each status for the selected project.

80

Forms - Distribution Report - All Tasks

Gives detailed distribution report of all tasks for the selected projects.

81

Forms - Distribution Report - Incomplete Tasks

Gives detailed distribution report of incomplete tasks for the selected projects.

82

Forms - Distribution Report - Incomplete Respond Tasks

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

83

Forms - Distribution Report - Incomplete Review Draft Tasks

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

84

Forms - Distribution Report - Overdue Tasks

Gives 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 overall task status of organizations for selected projects.

87

Forms - Organizations - Tasks Completed (Chart)

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

88

Forms - Organizations - Tasks Incomplete (Chart)

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

89

Forms - Organizations - Tasks Overdue (Chart)

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

90

Forms - Organizations - Tasks assigned (Chart)

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

91

Forms - Status Summary

Shows the number of forms that are open grouped by their age.

92

Forms - Status Summary (Bar Chart)

Shows the number of forms that are open grouped by their type.

93

Forms - Task Status - (Chart)

Displays a pie chart with overall task status for 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 number of incomplete tasks of users for the selected projects.

95

Forms - Users - Overdue tasks (Chart)

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

96

Forms Closed - Past 12 Months

Lists the forms that were closed in past 12 months.

97

Forms Closed Past 12 Months (Bar Chart)

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

100

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

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

101

Forms Created - Past 12 Months

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

102

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

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

103

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

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

104

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

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

105

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

Shows total number of forms created by different users in 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 basic form register along with its status.

109

Forms Tasks - All Tasks - (Chart)

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

110

Forms Tasks - Incomplete - (Chart)

Displays a pie chart with 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 task assigned, task completed late and task completed on time.

112

Forms Tasks - Overdue - (Chart)

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

113

Organization - Upload Statistics Last 12 Months

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

114

Organization - Upload Trend in Past 12 Months (Chart)

Gives line chart view for monthly total number of uploads per organization for the selected projects.

115

Organization Activity - Past 12 Months(Chart)

Gives line chart view for monthly total number of activities per organization for the selected projects.

116

Organization Statistics Report

Shows the activity statistics of project. Users assigned as 'Workspace Administrator' on the project will be able to view the activity statistics report.

117

Project - Upload Statistics Last 12 Months

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

118

Project - Upload Trend in Past 12 Months (Chart)

Gives line chart view for monthly total number of uploads per selected project.

119

Project Activity - Comment Created (Bar Chart)

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

122

Project Activity - Files Task Assigned (Bar Chart)

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

125

Project Activity - Forms Closed (Bar Chart)

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

126

Project Activity - Forms Created - (Bar Chart)

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

127

Project Activity - Forms Task Completed (Bar Chart)

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

128

Project Activity - Past 12 Months (Chart)

Gives line chart view for monthly total number of activities per selected project.

129

Project Statistics Report

Shows the activity statistics of the project. Users assigned as 'Workspace Administrator' on the project will be able to 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 get the customized configurable attributes in the report, you need to duplicate this report into your own folder, click on edit, add the required attribute columns and then run the report. This will fetch the configurable attributes which have been setup in 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 files upload count of last 12 months for the selected projects.

136

User Activity Report - All Inclusive

Shows all time user activity.

137

User Activity Report - Last 15 Day

Shows user activity during last 15 days.

138

User Activity Report - Last 24 Hours

Shows user activity during last 24 hours.

139

User Activity Report - Last 30 Day

Shows user activity during last 30 days.

140

User Activity Report - Last 7 Day

Shows user activity during last 7 days.

141

User Activity Report - Last Login

Shows user activity during last login.

142

User Activity Report - Past 12 Months

Shows user activity for past 12 months.

143

User Group Report

Displays information about users assigned to the user groups.

144

User Statistics Report

Shows the activity statistics of project users for previous month. Users assigned as 'Workspace Administrator' on the project will be able to view the activity statistics report.

145

User Statistics Report - Last Month

Shows the activity statistics of project users for previous month. Users assigned as 'Workspace Administrator' on the project will be able to view the activity statistics report.

146

User Statistics Report - Previous 30 days

Shows the activity statistics of project users for previous 30 days. Users assigned as 'Workspace Administrator' on the project will be able to view the activity statistics report.

147

User Status Report Till Last Month

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

152

Users - New Users Added Past 12 Months

Shows new users added in past 12 months.

153

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

Shows latency chart for new users added in past 12 months.