Reports

SECURITY  Full Access

NAVIGATION  Reports

The Reports tab allows you to report on activity within Workplace Manager, like when a team is updated or when a manager logs in. These reports provide an audit trail of changes to your Workplace Manager instance.

NOTE  For detailed reports on individual client teams, access the team's Workplace Online portal, then click the Reports tab.

The reports on this page are comprised of five columns:

Icon: The icons represent the group of event types to which the item belongs.

Manager Setting Events
Policy setting changed, default policy profile setting changed, or team defaults changed.
Manager User Events
Manager user created, deleted, updated, linked, unlinked, logged in, login failed, or notifications updated.
Team Events
Team created, updated, deleted, or managed, team account updated, or branding changed.

Event Type: The category of event that took place.

Event Details: More information about the report event.

User: The name of the user who initiated the event.

Date: The date and time the event took place.

How to...

  1. Click the link for the type of filter you want to use (Event Type, User, or Date).
  2. In the dropdown area, either:
    1. Select or enter the filter value you wish to apply, or
    2. Enter the filter criteria and click the Filter link.
  3. The report will refresh to display events that match the filters you have selected.

NOTE  You can add as many filters as you like. To remove a filter, click the next to the filter.

NOTE  To view more information about a line item, hover over the line. A popup window will display.

NOTE  A maximum of 100,000 events can be exported. If that amount is exceeded, the report will be truncated.

  1. When viewing a report, click the Export button.
    This will open the Export Report popup.
  2. Click the Export button.
  3. When the report has been generated, the option to download the report will display.
  1. Select your report and, if applicable, your report criteria.
  2. For team, user access, or project reports, click the Manage Reports button and select Save current report. For special reports, click the Schedule Reports button and select Schedule current report. This will open the Save Report popup:
  3. Enter a name for your report.
  4. Optionally select the Schedule automatic creation of the report check box. If you do not wish to schedule the report, skip to step 6.
  5. Complete the scheduling fields as follows:
Field Definition
When to create the report (Daily, Weekly, Monthly)

Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month.

NOTE  If you select a day of the month that the month does not contain (for example, a report scheduled to run on the 31st of every month will eventually run in February, which only has 28 days), the report will run on the last day of the month in that instance.
Time Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00.
Time Zone Select the time zone you wish to use for scheduling this report.
Where to save/send the report

These check boxes allow you to decide what will happen to the scheduled report when it is automatically generated. You must select at least one of these options:

Send by email
Select this option to automatically email the report to selected recipients as soon as it has been run (there may be up to a 10 minute delay before the report is emailed). Begin typing the name of a recipient and select the name from the dropdown, or click the icon and make your selection(s) in the resulting popup. When the scheduled report is generated, it will be emailed to the recipients listed here.

Save to project
Select this option to automatically store the scheduled report in your Scheduled Reports project as soon as it has been run.

  1. Click the Save button.
  1. Click the Manage Reports button.
  2. Click the name of the saved report you wish to run.
  1. Click the Manage Reports button and select the report you want to schedule.
  2. Click the icon in the upper right corner of the report.
  3. Select the Schedule automatic creation of the report check box.
  4. Complete the scheduling fields as follows:
Field Definition
Occurrence radio buttons (Daily, Weekly, Monthly) Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month.
Time Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00.
Time Zone Select the time zone you wish to use for scheduling this report.
Where to save/send the report

These check boxes allow you to decide what will happen to the scheduled report when it is automatically generated. You must select at least one of these options:

Send by email
Select this option to automatically email the report to selected recipients as soon as it has been run (there may be up to a 10 minute delay before the report is emailed). Begin typing the name of a recipient and select the name from the dropdown, or click the icon and make your selection(s) in the resulting popup. When the scheduled report is generated, it will be emailed to the recipients listed here.

Save to project
Select this option to automatically store the scheduled report in your Scheduled Reports project as soon as it has been run.

  1. Click the Save button.
  1. Click the Manage Reports button and select the report you want to schedule.
  1. Click the icon in the upper right corner of the report.
  2. Modify the report schedule as needed.
  3. Click the Save button.
  1. Click the Manage Reports button and select the report you want to schedule.
  2. Click the icon in the upper right corner of the report.
  3. Click the Delete button in the confirmation popup.