How do I create and run a report?

Updated on Dec 02, 2022

Select Statistics.

Select Statistics from the site's Tool Menu.

Select Reports.

Select Reports from the Actions Menu.

Select Add.

Select Add to begin creating a new report.

Enter a title and description.

Enter a report title in the Title field. Optionally, add a brief description of the report in the Description field.

Note: To save a report, a title is required.

Choose What?

Specifying What? configures the type of activity to report. Select the Activity dropdown menu to choose a type of activity. Available options include reports 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). Choose from the list of tools displayed to customize the report. Alternatively, choose All to display events for all available tools.

Resources

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

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

Choose When?

Use the Period dropdown menu to choose a time period. 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

Choose Who?

Use the Users dropdown menu to configure which users to include in the 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 do not match all the specified report conditions (e.g., selecting "Visits" + "All" date + "None" will report users that never visited the site)

Choose How?

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 pressing the CTRL (for disjoint selection) or ALT (for range selection) keys while clicking with the mouse.

Select additional specifications.

Number of results: Limits 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 as line or bar chart)
Chart data source/Chart series source: Defines the main source of chart data
Grouped by: Defines the grouping field for bar chart data