Introduction

The Reports tab can contain various reports, depending on the options that have been enabled within your room:

• Activity Reports: related to the room activity (documents, users, and Q&A) - enabled by default.
• Smart Summaries Report: related to Smart Summaries documents and entities.
• Smart Summaries Flag Report: related to notes and flags used within Smart Summaries.
• PII Redaction Report: related to documents with PII redaction applied.

Activity Reports

Navigation

The Reports screen is split into 2 areas:

1. Report List
2. A Live Report display area

• Room - High-level summaries of room activity.
• Documents - Details the access and action against room content.
• Q&A - Tracks progress of the Q&A workflow.
• Users - Login histories of room access.

Aside from the Default Reports that Imprima provides, there are:

• My Reports - Created and saved by you as a user.
• Shared Reports - Those created and saved by members of your group.

Reports chosen from the List, or expanded from the dashboard view, will display on the right-hand side.
 

Edit, Save & Share

All Reports may be edited as required. With chosen filters and selections Saved for future ease of use, and Shared with your user group. Each Report will give you a description of what can be found, along with any caveats.

• Drop-downs to main filtering criteria:
  • All User Groups / Custom Selection (Group or User) / Top 5 Most Active Groups.
  • All Documents / Custom Selection.
  • Since Inception / Last 24hrs / Last 7/30/90 days / 12 Months / Custom Selection.
• Other criteria available are present as optional tick-boxes.
  • Deleted Users
  • Suspended Users
  • Deleted Documents
  • Batch Save

• Any alterations require 'Generate' to be clicked before the displayed results are updated.

• Click 'Save As' to save this Report for future use. Name the Report as needed.

• Tick the 'Share' option so other members of your group have access to the same Report.

• Click 'Save' to complete.

Cross Room Synchronization

Cross Room Synchronization allows you to access saved Report templates you have created within other rooms. To enable it, click the icon indicated above the Report list.

These Reports appear prefixed with the Room ID they were created in.