Report Management

The report catalog in Manager provides a list of predefined reports. Each report has been built using criteria and filters based on the report type.

You can use Report parameters, such as the document ID, date or role to generate a report specific to your needs.

Once you run reports, you will access them via the Manager's More > Background tasks menu.

Note: The reports are listed under Background tasks. Only the four most recent reports are stored in background tasks, but there is no limit to how many times you can run any report.

The groups of report types are:

Change notification reports

Report name	Description
All change notifications	Displays all user/role notifications.
Document and folder notifications for a user or role	Displays the folders/documents for which a user/role has change notifications.
Users notified of document and folder changes	Displays the users/roles that will be notified when a document or folder is changed.

Document Rating reports

Report name	Description
Document ratings detail	Displays the details of document ratings.
Document ratings summary	Displays the summary of document ratings.

Document reports

Report name	Description
Document folder location	Displays which documents belong to a folder.
Document links	Displays which documents are linked to and from a document. This report does not provide details of links in any reusable content in a document.
Document notes	Displays user notes.
Document revision	Displays documents changed within a time period.
Documents percent complete	Displays the percentage complete rate of a document.
Documents to merge	Displays documents waiting to be merged.
External Links	Displays documents containing links to external resources. This report does not provide details of external links in any reusable content in a document.
Find all locations	Displays which folders a Reference document is located in.
Links to orphans	Displays documents that contain links to orphaned documents. This report does not provide details of links in any reusable content in a document.
Links to unreleased documents	Displays documents that contain links to unreleased documents. This report does not provide details of links in any reusable content in a document.
Translation status	Displays translated documents according to the percentage complete.

Reusable content reports

Report name	Description
Documents containing reusable content	Displays which documents contain any RC (Reusable Content) in a specified folder.
Reusable content use	Displays documents where specified RC is used.

Training reports

Report name	Description
Training curriculum	Displays which training courses are assigned to users and roles.
Training curriculum not attempted	Displays the training courses that have not been attempted.
Training history	Displays historical training results by user and role.
Training results	Displays current training results by user and role.

User/Role reports

Report name	Description
Document owners	Displays which users/roles own a document.
Document readers	Displays which users/roles have read permissions on a document.
Document writers	Displays which users/roles have write permissions on a document.
Documents by owner	Displays documents that are owned by each role or user.
Documents by reader	Displays documents that can be read by each role or user.
Documents by role	Displays documents that can be accessed by each role.
Documents by writer	Displays the set of documents that can be written by each role or user.
Unowned documents	Displays all documents that do not have an owner.
Users by role	Displays all users within a role.

Workflow reports

Report name	Description
Scheduled review	Displays documents that have a scheduled review applied.
Workflow Documents accessed from a review or approve list in the Folder view. audit	Displays the workflow history of a document.
Workflow pending	Displays documents that are waiting for a review or approve to be completed.
Workflow status	Displays documents with their current workflow status. (Waiting for review/approve, workflow complete, etc.)

Best practices

Run the Links to orphans report periodically. It shows you which active documents have links to orphaned documents so you can fix those links.
Run the Document notes report to see the notes users are creating on documents.

Tip: When you run this report, don't apply a Document filter. This way, the report will show you all notes on all documents. This way you can be proactive to:
- Include information from notes into the document so that all users can benefit from the information; and
- Correct any misinformation users may have noted for themselves.