Working with User Summary Reports

The User Summary reports on all activity of a single user. Generate User Summary reports to track employee productivity or to "zoom in" on a user or day that is under investigation. The User Summary report includes ALL activities . If a user doesn't engage in an activity, the form displays a 0 (zero) or no information for that activity type.

Top portion of a User Summary Report

There are two basic views of the User Summary:

The Reports User Activity/Inactivity folder provides a User Summary (Management) Report, which reports activity one page per user.

 To create a User Summary report:

  1. From the toolbar (or right-click on empty space in the right pane) select New > Report. The New Report Wizard opens.

  2. Click Next to follow steps in the wizard to complete the report.
    If you wish, select Advanced Setup and click Next open the Report Settings box.

  3. For the Report type, select Summary or User Summary.

  4. Enter a Report Title (required).

  5. Select or clear Create Summary Report for each day.
    This option sets the report presentation for each user in the report.
    To summarize each DAY of activity on a separate page, select this option.
    To summarize all activity (in the criteria time period) for a USER on one page, clear this option.

Be sure to limit the user and date criteria selections for a page-per-day User Summary Report, or you could have a very long report!

  1. Click the Criteria button or select Customize Criteria Settings (optional) to open the General Criteria box. Select the date and time period, user or users, and computers to include in the report. Select Save Criteria if you want to apply this criteria every time you open this report. Click OK to set the criteria.

  2. Click OK on Report Settings or Finish on the wizard to create the report.  

Related Topics

User Activity Charts

Report Settings

Exporting Reports