Company Reports

Administrators are able to access standard reports on the company, including a variety of reports on: 

  1. Users
  2. System Content
  3. System Activity

To access Company Reports, navigate to the Reports section listed in the navigation bar on the left side of the screen.

 

*Note: Only users with specific permissions granted by the administrator may see the option of "Company Reports." See your administrator for details. 

Overview of Company Reports

Once in the reports section of the Hub, users must ensure they are in the "Company Report" section by selecting the "Company Reports" tab located at the top of the screen: 

Here, users will see the various reports they may run divided into 3 different categories: 

Users

Report
Function
User PerformanceRun this report for a concise summary of actions taken (i.e. story opens or files shared) divided by users. 
All UsersRun this report for a detailed account of each user's credentials and other details. 
Users Added or DeletedRun this report for a list of users added or deleted from the platform within the specified date range.
User by Interest GroupRun this report for a list of users associated with the different Interest Groups. 
User AttributesRun this report for a list of users organized by their Custom Attributes

System Content

Report
Function
Stories DashboardRun this report for a concise summary of actions enacted upon stories i.e. number of views, likes, or shares.
File PerformanceRun this report for a concise summary of actions enacted upon files. 
Hubshare PerformanceRun this report for a concise overview of Hubshare activity.
Stories HierarchyRun this report for all files categorized into their respective stories.
All stories categorized into their respective channels.
All Channels categorized into their respective tabs
Stories Authored by ChannelRun this report for a list of stories organized by channels.
Stories not Recently UsedRun this report for stories without recent activity.
Featured StoriesRun this report for stories designated as "Featured" during the date range.
Upcoming Featured StoriesRun this report for the stories designated as "Featured" for the future a date range. 
Story HistoryThis report shows life cycle of stories published within the date range with details including author, date created, and whether or not the story is active etc. 
File HistoryThis report shows life cycle of files added within the date range with details including creator, date added, and with what story the file is associated etc. 

System Activity

Report
Function
Activity on DashboardRun this report for a concise summary of activity regarding user management i.e. users added, deleted, active. 
CRM Overview DashboardRun this report for a concise summary of CRM Sharing activity. 
Marketing DashboardRun this report for a concise summary of Marketing activity.
Activity on StoriesRun this report for a cumulative list of all actions enacted on all stories within the specified date range. 
Activity on FilesRun this report for a cumulative list of all actions enacted on all files within the specified date range.
Shared StoriesRun this report for a cumulative list of all stories shared within the specified date range.
Stories Shared by GroupRun this report for a cumulative list of all stories shared within the specified date range, categorized by groups.
CRM Share SummaryRun this report for a detailed account on CRM sharing, including the CRM Object Name, Share Type, Object Stage etc. 
CRM Share Summary by UserRun this report for a detailed account on CRM sharing, categorized by the user who shared.
Search ReportRun this report for a list of search activity, including search phrase, date searched, and search type. 
Unsubscribe Activity
Run this report for a list of external users who have unsubscribed from receiving emails from the Hub.
Time Viewed Per Page by UserRun this report for a list of time-lapsed on each file page categorized by user.
Time Viewed Per PageRun this report for a list of time lapse per page. 
Top Pages ViewedRun this report for the list of most viewed pages within the designated date range. 
System ActivityRun this report for a complete list of actions enacted by users within the designated date range. 

Run Multiple Reports

Users may simultaneously open multiple reports. Select the "Open Multiple" option in the top right corner of the various report sections. 

Select the different reports to run: 

Finish by selecting the "Open # Reports" located in the top right corner of the section.


  • Change the Date Range

    • Users have the ability to specify a date range and discriminate the the activity enacted within that date range. At the top right of the report, there are two calendar options, "From" and "To." Select the desired dates then "OK" to designate the date range. 
    • Partial or Full Data

    • Users may also designate how many results appear on the report. At the very top of the report, there is a drop down menu similar to the following:
    • Select either "Full" or "Partial" data. If selecting Partial, designate the number of results in the text box directly to the right of the drop down menu.

Edit Mode

Users have the ability to change the visual representation the report run by switching from "View Mode" to "Edit Mode." This option is located in the very top right corner of the report's screen: 

Selecting Edit Mode will prompt users to an editing tool similar to the following:

In Edit Mode, user's have a wide variety of customization options for the report including: Different Visual Representations (Bar Graphs, Line Charts, Pie Graphs etc.), Alignment, Color Designation and much more!