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Showing articles from reports tag

Users Report

A summary of all system users. Displays: * User Name * User Company Name * Data User last accessed the system * Date User login sent * Open Actions on User * Confirmation that User has activated account Filter enables information in any column to be searched. Column controls enable information to be …

Why doesn't the progress lines start at the bottom left (0,0) of the chart?

When the  Keyform  commencement data was set up, the forms were immediately moved into a progress workflow step and therefore the system did not have a period of time to register a zero (0,0) point on the chart. The solution is to set the workflows and leave for a minimum 24 hour period prior to moving a workflow ste…

I can see points on the progress lines and some are flat along the top of the chart.

The points indicates save events, either when a workflow step is changed or keyform information is changed and saved without moving the workflow step. Check out Forecast & Timeline article for more information.

04. Dashboard Document Report

Shows the progress of each document within the project. Displays: * Document name - Click on any   blue hyperlink   to open the section. (Right-click or press centre mouse button to open in new tab). * Process/content % * Workflow step % * Open Actions * Rejected file attachments * Expected or Awaited fil…

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