Doc Type Code Sets ReportDoc Type Code Sets Report

This report lists codes as established in the Code Maintenance tool for your Doc types. Note: although the image above does not show the Output drop-down, you can select an

Configuration Changes ReportConfiguration Changes Report

This report lists your configuration, code and rule changes between version snapshots taken on two dates. Note: although the image above does not show the Output drop-down, you can select

Cloud Storage ReportCloud Storage Report

This report lists information for files attached to documents that are in the Cloud. Note: you can select an output method (PDF/Excel/CSV) for this report. Filter Project – the Project ID. 

Capability Matrix ReportCapability Matrix Report

This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use filters and cannot be exported to Microsoft Excel. Columns Untitled

Archive List ReportArchive List Report

This report shows how many files are deemed archive-able within a given range of months. Note: although the image above does not show the Output drop-down, you can select an

Access Analysis ReportAccess Analysis Report

This report indicates if and why a user has access to a particular file, document or folder. Note: although the image above does not show the Output drop-down, you can

User Routing Metrics ReportUser Routing Metrics Report

This report lists Contacts to whom documents have been routed. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this

Project WIP ReportProject WIP Report

This report details the value of work-in-progress as of a specific fiscal period. Note: although the image above does not show the Output drop-down, you can select an output method

Project Actual Costs ReportProject Actual Costs Report

This report displays the actual costs posted on a project. It is available for sites integrated with Microsoft Dynamics SL only. Note: although the image above does not show the