One of the most useful parts of policyIQ is our built-in Reports module that allows users to report on various types of content within the site. Three kinds of Reports can be run in policyIQ: Reports on Users, Pages, or Forms.
Reports on Users are designed with Site Administrators in mind—they allow the user to quickly report on various aspects of users within the site. The Report can be run on roles or account types, user information, or even changes made to the user accounts. For large organizations, there may be many users with changing account types or accounts that are no longer in use. This Report will bring all users to the surface, and allow Site Administrators to clean up their site.
Pages can be reported on in a number of ways, including their stage, template used, fields on the pages, folders the pages are stored in, or changes made to certain pages. This kind of Report is also great for users that need to make changes to a large number of pages. A page Report can be run to bring up, for example, every Control page in the site. With the pages displayed in the grid, select all of them and then take bulk action from the toolbar.
There are two different ways that Reports can be run on forms: Status and Detail.
Form Status Reports are great for a user that is responsible for administration of forms such as a policy sign-off. The Report can be run to show the status of each individual form. Filters can be added to single out Open Forms, Submitted Forms, and Approved Forms. One of the ways that Form Administrators can make best use of Form Status Reports by running a Report on Open Forms, selecting all of the results, and using the “Email Reminder” option in the toolbar to remind all users with open forms that they need to be completed.
Form Detail Reports are a bit different because they specifically allow Form Approvers to actually Report on responses to form fields. For example, a business may want to find out how many users answered a question a certain way. If a new policy has a sign-off asking users to agree or disagree in complying with the new policy, the Form Approver would likely be interested in knowing if there were users that disagreed. A Report can be run on that specific field, and display the individual forms in the Report.
There are so many ways that Reports can be adjusted to provide users with the exact information they desire. The Reports module can be intimidating to users who are not familiar with it—but have no fear! Our Support Team has been helping many users build comprehensive Reports that fit their exact criteria. Just contact Support, and they can help you with all of your Reporting questions.