Site Reports

Site Reports are accessed from the Reports tab on the Management page.

Instant reports display data in an interactive pivot table for quick analysis, and can also be exported to CSV or Excel.

Scheduled reports run using the CT365 Management Solution to send email or Teams notifications to inform individuals about the content they need to read.

📑 Standard Site Instant Reports

Standard site instant reports cover common reporting scenarios. They automatically load data into preconfigured pivot tables using Report Links, making it easy to analyse information without additional setup.

🔒 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. Use to check who would receive 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 Instant or Scheduled report.
  • Feedback pending review → Displays feedback awaiting review across sites sharing Terms.
  • Quiz results → Review quiz scores and statuses.

🛠️ Custom Instant Reports

Custom instant reports can be created from scratch or by using a standard report as a starting point.
For more details, see Select Report Data.

Steps to create a custom report:

  1. Open the Site Report from the Management page.
  2. Click Select report data to choose the data you want to include.
  3. Select a layout from the dropdown, or click + to create a new custom layout.
  4. Drag fields into the pivot table to build your report.
  5. Use field dropdowns to apply filters.
  6. Click Save report to save your custom layout.
  7. Copy the report URL to share the report with others.

📌 All saved reports are accessible to all users of the Management site.

📈 Example Custom Report – Most Viewed Content

Follow these steps to create a report showing the most viewed content:

  1. Go to Management > Reports > Site Report. The report side panel will open.
  2. Select the report type Compliance > Views only.
    • Keep Views set to 250 to include the most recent 250 views per person/file combination.
  3. Under Select report data, choose Select term match > Mandatory and Optional to include all targeted content.
  4. Click View Report to load the data.
  5. The default layout is Content Summary. Click +, select No, and create a new layout.
    • Name it Most Viewed Content and click Add.
  6. Drag Title into the Rows section.
  7. Drag Compliance Status into the Columns section to display view counts.
  8. Sort the data by Count to highlight the most viewed items.
  9. Click Save report, then enable Hide Total and Report Only if required.
  10. Click Generate report URL to create a quick-access link.