Doc Type Code Sets Report
This report lists codes as established in the Code Maintenance tool for your Doc types. Note: although the image above…
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Author Archive: Soni York
Configuration Changes Report
This report lists your configuration, code and rule changes between version snapshots taken on two dates. Note: although the image…
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Cloud Storage Report
This report lists information for files attached to documents that are in the Cloud. Note: you can select an output method…
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Capability Matrix Report
This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use…
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Archive List Report
This report shows how many files are deemed archive-able within a given range of months. Note: although the image above…
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Access Analysis Report
This report indicates if and why a user has access to a particular file, document or folder. Note: although the…
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User Routing Metrics Report
This report lists Contacts to whom documents have been routed. Note: although the image above does not show the Output…
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Project WIP Report
This report details the value of work-in-progress as of a specific fiscal period. Note: although the image above does not…
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Project Cost By Account Report
This report lists project amounts by Account Category. Note: although the image above does not show the Output drop-down, you…
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Project Actual Costs Report
This report displays the actual costs posted on a project. It is available for sites integrated with Microsoft Dynamics SL…
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