Reports

You can generate a report, search the report, and export the report to Excel. All reports use real time data from the system and can be run as often as you like.

Create a report

  1. In the left menu, select Reports.

  2. Select the Reports button.

  3. On the Create Report pane, enter the Name and Description.

  4. Select the Datasource such as Policy Document or Document Task. The available Field Names display at the bottom of the page and are selectable as Available Fields when you build the report detail.

  5. Select the Next button.

  6. To build your report, drag and drop a field from the Available Fields on the left to the right. For example, the following report will display:

    • In Display Columns, drag the columns you want to display in the order of the display. You can change the column name that will display. For example, an Available Field of NextReviewDate can display in the Display Columns with a value of
      NextReviewDate value Review Available
      Review Available is what the user will see.

    • In Filters, drag the fields to create the filter.
      For example, Filters might include NextReviewDate with the Condition selected as After and a Value of Today. The report will include reviews with review dates after today.

    • Use Group By to group items on a report together based on a field or tag.

    • In Sorting Order, drag the fields to sort on. Select the to sort in ascending or descending order.

  7. In the lower left Security dropdown list, select Private so only you can view the report or Shared others within your organization with access to reports can see the report.

  8. To save the report settings and see how it will look, select Save & View. Select Export to export the report to an Excel file.

  9. To save without running the report, select Save.

Add filters

In the following example, TargetAudience is added to the Filters. To add a filter, select the + button.

Define the filter using these settings:

  • Field defines what is being filtered. For example, your target audience may be a region and you could filter by business unit of the region target audience.

  • Condition determines the relationship between the field and value. Select Starts with, Ends with, or Contains to match a field on partial text. Contains with a Value of Business will pick up Business Processes, Business Policies, and Business Unit.

  • Value are selections to filter by.

  • Logic defines how fields work together. Available selections are based on the work you are performing.

    • “And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).

    • “Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2)

  • RunTime asks the user to define a value every time the filter is run to use the report for different values. Required means the value at runtime must be added for the report to run.

Manage existing reports

In the left menu, select Reports. The list of reports displays along with Actions:

Edit to edit the report.

Clone creates a copy of the report. This is a good way to create new reports or test changes to a report without losing the original version.

Delete removes the report from the system.

View to go to the report and select Export to export the report to Excel.