Standard Reports

The following reports are currently pre-defined by Upland Qvidian for your use. If you do not have one of the reports below in your report grid, you can add a new report . If you do not see one of the report views below in the Views drop-down list when you create a report, you can request it by contacting Upland Qvidian Support.

All Audit Events For A Date Range (requires begin date and end date): Displays the Audit Event data for the time-frame you enter in the properties. Data will only be found if Audit Events have been enabled, and users performed those events during the indicated time-frame.
All Audit Events For A Given User (requires user login name) : Displays the Audit Event data for the user you enter in the properties. Data will only be found if Audit Events have been enabled, and the user indicated has performed one of those events.
All Audit Events For Content Object Type: Displays the Audit Event data for all events in the content object type (Type = 6). Data will only be found if the content Audit Events have been enabled, and users have performed one of those events.
All Content Downloads, Views And Previews: Displays the Audit Event data for two specific event audits: Content Download (ID: 5) and Content Preview (ID: 4). Data will only be found if these content Audit Events have been enabled, and users have performed one of these events.
All Content Downloads, Views and Previews For A Given User Within A Date Range (requires begin date, end date and user login name: Displays the Audit Event data for two specific event audits: Content Download (ID: 5) and Content Preview (ID: 4), for the user and timeframe specified in the properties. Data will only be found if these content Audit Events have been enabled, the indicated user has performed one of these events in the indicated timeframe.
Doc Type Structure (permissioned): Displays the Sections and Components for each Document Type to which you have permission.
Doc Type Structure (permissioned; requires doc type name): Displays the Sections and Components for a Document Type you specify and to which you have permission.
Doc Type Usage (permissioned): Displays the number of projects currently using the Document Types to which you have permission.
Document Types - By Role: Displays each Role and its associated Document Types.
QPA Duplicate Content: Displays information on content records in the library whose content text matches another record's text. The report is grouped by duplicates.
Folders - ALL Content (Permissioned): Displays the following statistics for all Folders you have permission to edit:
- Number of approved, expired, or submitted Q/A, Slides, Items, and Files.
- Number of Q/A, Slides, Items, and Files in the folder that have been used and number of usesused.
- Number of Q/A, Slides, Items, and Files in the folder by type.
- Number of Slides that have been used
- Total number of times the Q/A, Slides, Items, and Files in that Folder have been used.
Folders - File Content (Permissioned): Displays the following statistics for all Folders you have permission to edit:
- Number of Files in the Folder
- Number of approved, expired, or submitted Files
- Number of Files that have been used
- Total number of times the Slides in that Folder have been used
Folders - Item Content (Permissioned): Displays the following statistics for all Folders you have permission to edit:
- Number of Items in the Folder
- Number of approved, expired, or submitted Items
- Number of Items that have been used
- Total number of times the Items in that Folder have been used
Folders - QA Content (Permissioned): Displays the following statistics for all Folders you have permission to edit:
- Number of Q/As in the Folder
- Number of approved, expired, or submitted Q/As
- Number of Q/As that have been used
- Total number of times the Q/As in that Folder have been used
Folders - Slide Content (Permissioned): Displays the following statistics for all Folders you have permission to edit:
- Number of Slides in the Folder
- Number of approved, expired, or submitted Slides
- Number of Slides that have been used
- Total number of times the Slides in that Folder have been used
Integrations - By Role: Displays each Role and its associated Integration.
Keyword Usage: Displays the number of Q/As, Slides, Items, and Files to which each keyword is assigned as well as the number of aliased keywords.
Master Permission List: Displays a list of the permissions used in Upland Qvidian.
Merge Code Values (requires merge code): Displays all of the values used for the specified Merge Code. Note: this does not check for ownership, so it will show the values used for all Projects.
My Permissions (permissioned): Displays a list of your permissions (excludes Folder and Document Type permissions).
My Project (Created Documents) Custom Merge Code Values (permissioned): Displays the Merge Codes and Values used in all Projects (Documents) you own.
My Project (Created Documents)Custom Merge Code Values (permissioned; requires project name): Displays the Merge Codes and Values used in a specified Project (Document) you own.
My Project (Created Documents)Pipeline (permissioned): Displays the following statistics for all Projects (Documents) you own:
- Value
- Close Probability
- Close Date
- Status
- Weighted Value (Value * Close Probability)
My Project (Created Documents) Status (permissioned): Displays the following statistics for all Projects (Documents) you own:
- Status
- Due Date
- Close Probability
- Value
- Estimated Close Date
My Project Value - By Status (permissioned)
My Project (Created Documents) Value - By Status (permissioned): Displays all of the values used for the Project (Document) status.
My RFP Question Status (permissioned): Displays the following information for all Questions for which you are responsible (either by assignment or Document ownership):
- Project (Document)
- Project (Document) Status
- Project (Document) Due Date
- Close Probability
- Question Text
- Question Status
My RFP Question Status (permissioned; requires answer status): Displays the following information for all Questions for which you are responsible (either by assignment or Document ownership) in Created Documents that are in the Status that you specify:
- Project (Document)
- Project (Document)Status
- Project (Document) Due Date
- Close Probability
- Question Text
- Question Status
My RFP Question Status (permissioned; requires project name): Displays the information for all questions you are responsible for (either by assignment or Document ownership) in the Document that you specify:
- Project (Document)
- Project (Document) Status
- Project (Document) Due Date
- Close Probability
- Question Text
- Question Status
My RFP Question Status (permissioned; requires project status): Displays the following information for all questions you are responsible for (either by assignment or Document ownership) that are currently at the status level you specify:
- Project (Document)
- Project (Document)Status
- Project (Document) Due Date
- Close Probability
- Question Text
- Question Status
My Win Ratio (permissioned): Displays the number of your Documents won or lost. If you customize your Document status levels, you may need to customize the query for this view.
Permissions - By Role: Displays each Role and its associated Permissions.
Project (Document) Value - By Status: Displays total Value of all Documents at each Status level.
RFP Project Snapshot (permissioned; requires project name): Displays a list of Questions with their Due Date, Last Modified Date, and Status in the specified Document you own.
Templates - By Role: Displays each Role and its associated Templates.
Unused Keywords: Displays a list of keywords that are not assigned to any Q/As, Slides, or Items.
User Activity: Displays a list of all users including the following:
- Date of last activity
- Failed password attempt count
- Last failed password attempt date
- Lock out status
- Date of last lock out
- Date of their last password change.
User Role Membership: Displays all of the users assigned to each Role added.