Run a System Usage Report

The following is the general procedure for running a system usage report. The availability for the reports is based on permissions.

To run a system usage report:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click System Information > System Reports.
  3. Select a report from the log and click Open (or double-click the selected report).

    The query window for the report opens. The query window will differ depending on the report selected.

  4. Use the table below to complete the Query fields.

    You can leave the fields blank to return all records without filtering.

  5. Choose a report format.
    • HTML: Displays the report in the standard format in a browser window. You may print a copy of the report from the browser window. (Click the File menu and select Print or Print Preview.)
    • CSV: Formats the report in an exportable CSV format, usually in Microsoft Excel, or other software application you have set up for this format. You will be prompted to save the file or open it.
    • Excel: The report displays in Microsoft Excel format in the browser window. You can save an Excel formatted copy of the report or print from the window. (Click the File menu and select Save As or Print.)
    • PDF: Opens Adobe Acrobat Reader and displays the report in PDF format. You can save a copy of the report and/or print it from the PDF window. (Click the File menu and select Save or Print.)
    • XML: Generates the output in XML format. Before the results are generated, a confirmation window will open, giving you the option to save the XML file to your local machine (click Save), or display the results in a popup browser window (click Open).
  6. Click Run to run the report. The report results are generated in the format you chose.

For this query parameter:

Do this:

Owner Company

(The field displays the owner company.)

Source

Select one of the following options to see where users' time was spent:

All: All areas of the system

Company Workspace

Project/Shell: If you select Project/Shell, the Select button is activated, which lets you pick the project/shell.

Other: Other areas of the system that are not part of a project/shell or the company workspace, such as Admin mode, user home page, and so on.

Project/Shell

If you chose Project/Shell or All as the source, the Project/Shell picker is activated. Click Select to select a specific project. If you do not select a project/shell, the default is all projects/shells.

Partner Company

Click Select to select a specific partner, or leave blank to include all partner companies (in addition to the owner company results).

Date Range From

Click the calendar icon to enter a start date for the report. If you leave it blank, the report will start at the company activation date.

Date Range To

Click the calendar icon to enter a start date for the report. If you leave it blank, the report will include results up to the current date.


Last Published Tuesday, June 4, 2024