Administration Reports

Some reports are only available to administrators or those with delegated administration access (for nominated roles such as Review Coordinators).

Report No.

Title

Description

Report Group: Address Book

001

Details - by Company ID & Contact ID

A simple address list report of all contacts (with Contact ID in brackets) in the address book sorted by Company and User.

005

Details - by Company ID & Last Name

Similar to Report 001 but sorted by Company and Last Name of the contact.

010

Details - by Contact ID

Similar to Report 001 but sorted by Contact ID.

015

Details - by Last Name

Similar to Report 001 but sorted by Last Name of the contact.

020

Details - by Company Type

Similar to Report 001 but sorted by Company Type.

025

Details – by User Type

This is a useful report to print User Details with filter options for:

  • External contacts

  • Restricted Users

  • Users Allocated to Security Groups

  • Users who are not external contacts and are not yet allocated to a security group

030

Details - by Active Users

Similar to Report 001 but includes only Active Users.

100

Contact Groups

A report on the contacts belonging to each contact group.

Report Group: Administration

015

Notifications History – by Notification Type

Enables Administrators to generate a report on all email notifications that have been sent from the system.  This provides a full historical archive of who was notified about what, and when.  The report details are grouped by Notification Type.

 

A simple filter is provided when running this report to enable the user to easily select from:

  • Notification Type

  • Date Range for Date Sent

  • From Company/Contact

  • To Company/Contact.

020

Session History Details

An audit report on selected user sessions within a defined date range, including how a user has signed into Document and whether it is through XL Upload, the web interface, or the mobile app.

025

BIC Report

The “Ball in Court” report lists all outstanding actions by User including:

  • Document Reviews (workflow module)

  • Document Release (workflow module)

  • Document Activation (workflow module)

  • Mail Review

  • Mail Reply

  • Transmittal Review

  • Packages to Release.

Overdue items are highlighted in red.

100

Document Rules – Review Teams

A report on details of the Review Teams defined in the workflow module.

105

Logon Disclaimer Report

A report detailing which users agreed and which users did not agree to the disclaimer message shown at first logon.

110

Free Form Review Teams

A report listing the details of each Free Form Review Team defined for use with the workflow module.

210

User (List all Access)

A report listing the security group and access to InEight Document modules for each user.  The report has the option to include a complete history of changes to each user’s security settings with historical settings highlighted in grey.

220

User Active/Inactive History

An audit trail of all actions relating to the creation and updating of InEight Document users.  The active column indicates whether the user is Active (yes) or Inactive (No).

230

Security Group Details

For each security group, lists the access settings for each mail type.  The report has the option to include a complete history of changes to each security group settings with historical settings highlighted in grey.

240

TeamBinder Administrators Details

Lists the details of all Administrators on a particular project.

250

Distribution Rules

Allows you to quickly review the document distribution rules for your team.