On this page:
Adding/Editing a report
- Click on the tool Reports page;
- Click Add (or Edit below a report's title) to edit the report definition.
- The report editing page will be presented. Configure the report accordingly to match your needs:
Report
This option is collapsed by default. If you wish to save the report you need to click the Show link to display additional options:
- Title: The report's title.
- Description: The report's description.
What?
This option allows to configure the type of activity to report.
- Visits: Site visits.
- Events: Tool activity (activity can be selected by tool or by event).
- Resources: Resource (file/folder) activity. This selection can be filtered by:
- Action: New (file uploaded/folder created), Read (file opened for reading), Revise (file details or contents changed) or Delete (file/folder deleted).
- Resources: Restricts report to selected files/folders or to files under selected folders.
- Presence Time: User presence time in site.
When?
This option allows to configure the time period to report.
- All: All activity since site creation.
- Last 7 days: Activity from the last 7 days.
- Last 30 days: Activity from the last 30 days.
- Last 365 days: Activity from the last 365 days.
- Custom: Activity from a user-specified date interval.
Who?
This option allows to configure the users to report.
- All: All site users.
- Role: Users with the a user-specified role.
- Group: Users with the a user-specified group.
- Custom: Users selected from the presented list. Multiple users can be selected pressing the CTRL (for disjoint selection) or ALT (for range selection) keys while clicking with the mouse.
- None: To report users that doesn't match all the specified report conditions (e.g., selecting "Visits" + "All" date + "None" will report users that never visited the site).
How?
This option allows to configure how the report will be presented.
- Totals by: Defines how to group report data (eg, selecting "User" + "Date" will present a report grouped by user and date). Multiple fields can be selected pressing the CTRL (for disjoint selection) or ALT (for range selection) keys while clicking with the mouse.
- Number of results: Allows to limit the number of report results.
- Presentation: Defines how the report will be presented (table and/or chart).
- Chart type: Defines the type of chart to be presented (bar, pie or timeseries (line or bar)).
- Chart data source/Chart series source: Defines the main source of chart data. Only fields selected on Totals by will be selectable.
- Grouped by: (Bar chart only) Defines the grouping field for chart data. Only fields selected on Totals by will be selectable.
Duplicating a report
Any report can be duplicated (reports defined by the user and predefined reports):
- Click on the tool Reports page;
- Click Duplicate below a report's title; a copy from the related report will be created with the tile "Copy of [report title]"
Deleting a report
- Click on the tool Reports page;
- Click Delete below a report's title; after confirming the report will be deleted.