Site Reports

Site Reports are accessible from the Reports tab in the Management page.
They present data in a pivot table for analysis, or data can be exported to CSV or Excel.
Report options also allow email or Teams notifications to be sent, informing individuals of the targeted content they need to read.

📑 Standard Site Reports

Standard site reports cover common reporting scenarios. They automatically load data and table layouts.

🔒 Compliance Status Reports

Compliance statuses track who has and has not read content. Reports show the first mandatory content match by term, targeted to managed profiles.

  • Compliance status matrix → Displays compliance statuses by person and file. Export to Excel for deeper analysis.
  • Compliance status count by content → Shows file, path, and compliance counts (how many people have/haven’t read).
  • Compliance status count by person → Displays compliance counts per person for an overview of reading progress.
  • Compliance status by term → Shows term, title, person, and compliance status for all targeted matches.
  • Non-compliant only → Lists non-compliant reads for sending unread notifications.
  • Reads by date → Chronological list of all reads and most recent views of targeted content. Includes Revoke option.
📖 Usage Reports

Usage reports display content that has been read or viewed. Content not yet read is excluded.
Includes both mandatory and optional targeted content for managed and personal profiles.

  • Read & view count by content → Shows file, path, and counts to track total reads/views.
  • Read & view counts by person → Displays totals per person to identify who accesses content most.
  • Recent reads & views → Chronological list of reads/views over the last 14 days.
  • Views by year & month → Heatmap showing view frequency by year and month.
📂 Other Reports
  • Site report → Create a new custom site report by selecting data and pivot fields. Click + to create a new layout.
  • Feedback pending review → Displays feedback awaiting review across sites sharing Terms.
  • Quiz results → Review quiz scores and statuses.

🛠️ Custom Reports

Custom reports can be created from scratch or by starting with a standard report. See Select Report Data for more details.

Steps to create a custom report:

  1. Open the Site Report from the Management page.
  2. Click Select report data to choose what to include.
  3. Select a layout from the dropdown, or click + to add a new custom layout.
  4. Drag data fields into the pivot table.
  5. Use field dropdowns to filter results.
  6. Click Save report to add the custom layout.
  7. Copy the report URL link for sharing.

📌 All standard and custom reports are shared across all users of the Management site.

📈 Example Custom Report – Most Viewed Content

Quick steps to create a report showing the most viewed content:

  1. Go to Management > Report > Site Report.
  2. Click View report at the bottom of the side panel.
  3. Click + and select No to create a blank report.
  4. Drag the Title field to the rows section.
  5. Drag the Compliance Status field to the columns section.
  6. Filter on Views only via the dropdown.
  7. Sort the data by Count.
  8. Name the report Most viewed content and click Add & Commit changes.
  9. Click the link icon to generate a URL for quick access.