which global questions have been added to reporting, how many are used and which ones could be removed to free up space
how your forms are configured
how often your job and process templates are used, and which jobs/processes used them
how many reports you have, where they are, when they were last accessed and by whom
In this section
Reports Administration
Use these reports to cleanup your Broadcasts, Global Questions enabled for reporting, and your Reports.
Broadcast List (Drill Through)
Gives you a summary of all current broadcasts.
Drill through on the Subject Line to see the last run status for that broadcast.
Filter List
Broadcast date (greater than)
Frequency Type
Category / Sub-Category
Report Name
Recipient
Drill Functionality - Last Run Status
View the last run status for each report by clicking on the subject line.
Custom Global Questions Summary
Shows you the questions that have been added to your reporting views
A donut chart shows how many of those are used or unused in reports.
A table lists each question (field name), whether it is used, how many contexts it has been added to (e.g. Job, Application), how many views it has been added to, and how many reports use it, if any.
Drill through on the various options to determine:
Which questions are not used, or are no longer relevant, and could be removed from the reporting database
Which questions are only used in some contexts and could be removed from other contexts
Drill Functionality - Multiple options
On the chart:
#Not used section of the donut chart to view all questions that haven't been used in the report, and the context and views they've been added to
On the table:
Contexts column to see the contexts for that field
Active Views column to see the active views for that field
Reports column to see the reports using that field, if any
Filter List
Field Folder
Field Name
Form Configuration Exploration Tool
This report allows you to obtain the step ID for any step in a process or a template.
Particularly useful for merge documents where, to count the number of candidates at a particular step, you require the ID of the step.
View number of jobs created from each job template for the given period (default is last 12 months)
Drill through on number of jobs against a job template to see a list of those jobs
Search by job reference to see the corresponding job template name
*Template names removed from above image
Filter List
Job Created (between)
Job Template Name
Job Reference Number
Drill Functionality - Jobs List
View the corresponding list of jobs by clicking on the number of jobs against a job template.
Job Template and Process Lookup
Search by Job Reference(s) to find the Job Template they were created from and the process templates used.
Drill through on Process Name to see individual process steps.
Filter List
Job Reference Number(s)
Drill Functionality - Job Template and Process Lookup
View the steps used in each process type for that job by clicking on the Process Name.
Job Template Usage (Drill Down)
View job template usage year on year, showing the number of jobs created from a template and the percent of total jobs created for that period
Drill down on a selected year to month on month use, then day to day use
Filter List
Job Template Name
Process Template Summary (Drill Through)
View process template usage for the last year (by default), showing the process names, when first and last used, and how many processes used them, for each process type
Drill through on Process Name to see the step details for that process, or the number of processes to see the matching Job References.
Filter List
Process Type
Process Name
Last Used (default last 12 months)
Job Reference Number
Drill Functionality - Process Template Summary
Drill through on the process name to view the template's step details, or on the number of Job References to see the jobs that have used that process template (in the given time period).
Reports Not Accessed (Drill Through)
View the top 20 reports that have not been accessed for the longest time.
Drill through on the # accessed by to see who has accessed it
Use this to determine the reports that are no longer required and can be deleted.
Filter List
Bottom N Rank (default 20)
Report Category / Sub-Category
Report Name
Requestor
Drill Functionality - Accessed By
View the users that have accessed the report and when they last accessed it
Reports Summary by Category and Sub-Category (Drill Through)
See the number of reports by status, category and sub-category
Filter List
Category / Sub-Category
Drill Functionality - Reports List
Drill through to the associated reports by clicking on the number of reports with that status (Draft or Open) against that category or sub-category
Drill through again on the # Accessed By to see the users that have accessed a report and when they last accessed it.