Standard Reports – Take the easy way out with reports already created for you!

Did you know that you can use policyIQ’s reporting tool to easily track and manage your content? If you’ve used the Reports module, you know what a powerful tool you have at your disposal. standard_reports

What you may not realize is that, for some of the more common things you may want to report on, we’ve already put together a selection of reports. Want to see who’s logged into your site in the last 30 days? Want to quickly review a list of all Open Forms that have passed their Due Date? Would you like to review all of the user accounts that have been added to your site in the past month? No need to build your own reports for these tasks – just use ours!

To check out these reports, just open the Reports module and click on Standard Reports. Here’s a full list of the Standard Reports we’ve made available for you, with some ideas of how you might use them!

 

What?   Forms Due in the next 30 days

What?   Overdue Open Forms

What?   Users with Open Forms

Why?  You may have a lot of tasks being completed in policyIQ Forms – and these reports are a great way to keep track of what is outstanding or what is coming up.  For example, use the report “Users with Open Forms” to extract a list of user email addresses, so that you can easily remind users to go into policyIQ and review any Forms Assigned and In Progress.

 

What?   Draft Pages due in the next 30 days

What?   Draft Pages that are overdue

Why?  For site administrators, these reports offer a great way to stay on top of the process and keep your content updates on schedule.  Pages sitting in “Draft” are not available to users in the Home module, so making updates on a timely basis is a critical part of the process.

 

What?   Expired and Expiring Pages

Why? Page Expiration Dates are meant to provide a guideline for when content should be reviewed for accuracy.  By staying on top of the expiring content, you’re making sure your content stays relevant and fresh.

 

What?   Pages not indexed to any Folder

What?   Pages with no administrators

What?   Pages with no editors

What?   Pages with no viewers

Why? By using Folders, Administrators, Editors and Viewers, you make sure your content is available to the right people, and can be updated by the responsible parties.  By verifying that all pages are assigned and indexed properly, you can rest assured that the right people have access to view and make changes to keep the information up to date.

 

What?   Pages that are syndicated

Why? If you are using syndication to provide RSS feeds of policyIQ content, you can get a quick view of which pages are currently included in those RSS feeds.  Remember that this content might be visible to external individuals, so you should verify that this information is appropriate for RSS sharing.

 

What?   Pages that have been changed in the last 30 days

Why? What has been updated recently?  This is often a critical question when it comes to auditing the information in policyIQ.  This report is an easy way to see what has been updated in the last 30 days.

 

What?   User Log-ins in the Last 30 Days

Why? There are a number of reasons why you might need to know who is logging into your policyIQ site. You may want to target training at your most frequent users – or target those users who DON’T log in very often. If you are reviewing your licensed users and wondering if an individual really needs to have an Advanced User license, you can check this report to see if he/she is logging in regularly.

 

What?   Users added in the last 30 days

What?   Users deleted in the last 30 days

What?   User Profiles that have been changed in the last 30 days

Why? You might be reviewing a recently received invoice from policyIQ, and you need to verify what users have been added, deleted or upgraded to a higher license in the last 30 days.  This report is a great place to start when you need to confirm any new licenses for your site.

 

What? Deleted Users

Why? When a user is deleted, his/her name is never deleted from any history or audit trail. The information is retained so that you can see exactly who made changes and when. Sometimes a user name might be unfamiliar, so checking the history of deleted users can tell you how long ago that user may have left the organization and who added or deleted his/her profile.

If you can think of other reports you might find useful as a Standard Report, please share your thoughts with us! And remember – if you’d ever like help with any reporting you’d like to do in your site, don’t hesitate to contact our Support team. We’d be very happy to work with you and make sure you’re getting the full value out of our Reporting tool.

This entry was posted in Solutions by Stacey Zearott. Bookmark the permalink.

About Stacey Zearott

Stacey is the Operations & Sales Coordinator for policyIQ. She is coming up on her 1 year anniversary with the company. She has a very strong background in sales and operations with 15 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

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