Create Reports

How do I create and run a report?

1. Select Statistics from the Tool Menu in the site.

   

2. Click the Reports tab.

   

3. Click the +Add link.

   

4. Enter a title and description.

   Note: If you plan to save your report, a title is required.

   

5. Select which activity to report under the "What?" heading.

   This option allows you to configure the type of activity to report. You can choose to report on Visits, Events, or Resources.

   Visits

   Select Visits to report on site visits.

   Events

   Select Events to report on activity (either by tool or by event). Click on the desired tools/events in the list of tools displayed. You may also select All to display events for all available tools.

   

   Resources

   Select Resources to report on file/folder activity. This selection can be filtered by:

   • Limit to action - New (file uploaded/folder created), Read (file opened for reading), Revise (file details or contents changed) or Delete (file/folder deleted).
   • Limit to resources - Restricts report to selected files/folders or to files under selected folders.
   

6. Select which time period to report under the "When?" heading.

   This option allows you 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.
   

7. Select which users to report under the "Who?" heading.

   This option allows you 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 (Cmd on a Mac) for disjoint selection or ALT (Shift on a Mac) for range selection keys while clicking with the mouse.
   • None - To report users that don't match all the specified report conditions (e.g. selecting "Visits" + "All" date + "None" will report users that never visited the site).
   

8. Specify how results should be presented under the "How?" heading.

   This option allows you to configure how the report will be presented. "Totals by:" defines how to group report data (e.g. selecting "User" + "Date" will present a report grouped by user and date). Multiple fields can be selected by pressing the CTRL (Cmd on a Mac) for disjoint selection or ALT (Shift on a Mac) for range selection keys while clicking with the mouse.

   • Number of results (Optional) - Allows you 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).
   • 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.
   

9. Click the Save Report button.

   Click Save Report to save this report to your list of custom reports.

   Note: If this is a one-time report that you do not want to save, you may select Generate Report instead to run it without saving.

   

10. Click on the report title to view the report.

    

11. View report.