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Reports, listings, and custom quick views

Overview

Reports, listings, and Custom Quick Views are tools that are available to project managers and administrators. They provide an overview of the project's structure, and analytics about the project's activity.

Reports answer the following questions:

  • Which company has logged in, and which one hasn't?
  • Which company is showing interest in the tax documentation?
  • When did I invite a user to the project?

Listings provide the following:

  • Show me all of the documents and folders in the Financials folder
  • Show me all of the documents and folders in the project
  • Provide me with a link to all of the documents and folders in the project

Custom Quick Views list the following:

  • Only show me documents uploaded since January 1st
  • Only show me documents in PDF format + GIF format
  • How many documents are in the project?
  • Show me all of the documents arranged by their upload date
  • Show me all of the documents with a content status of "Draft"

Reports

How do I access reports?

Access the Administrator reports by clicking the Reports tab.

What is the Dashboard?

The Dashboard displays four standard reports and displays activity over the last 7 days. The reports displayed on the Dashboard cannot be customized. You may click the reports to drill-down further.

Company reports vs. User reports?

Most reports provide data on users or companies.

  • By User reports list activities for each individual user in the project.
    e.g. User A has logged in for a total of 10 minutes.
  • By Company reports summarize activities for an entire company.
    e.g. All the users from Company A have logged in for a total of 100 minutes.

Document activity vs. User activity

Reports can generally be divided in to two categories - Document related reports, and user related reports. Document related reports generally answer questions related to documents, while user related reports generally answer questions relating to users.

Can I drill down in to reports?

Reports containing graphs and charts contain drill-down capability. Click a section of the graph or chart to drill down further.

Can I filter reports?

Report filters can be found at the top of each report. Each report contains its own filters, but Company, Activity Type and Date Range are filters that can be found for all reports. Once you have selected your filters, click Run Report to update the report results.

Can I export reports to Excel?

To export a report to Excel, click the Export to Excel button.

Listings

Document and folder listings are similar to a Table of Contents for your project. They are available to every user, not just Administrators. To learn more, please see the Table of contents & data room index article.

Custom Quick Views

A Quick View is a listing of documents and folders in the data room. Quick Views may be sorted and filtered, giving you quick access to the information you want to see.

Project Managers and Administrators can create, save, and share their own Custom Quick Views to make their own data room experience unique and more efficient. 

Custom Quick View FAQ

Can I edit a Quick View once it's been created and published?

Yes. You may edit a Quick View at any time by right-clicking an existing Quick View and selecting Edit Quick View.

What is Publish Quick View?

Publishing a Quick View will make your Quick View available to all of the project's users.

Can I unpublish a Quick View?

Yes. To unpublish a Quick View, right-click a published Quick View and select Unpublish Quick View.

Some documents in my Quick View are hidden from some users. Will those users see the hidden documents?

No. Documents hidden to users in the project will remain hidden to users in the Custom Quick View.

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