Viewing Project Reports And Status – uPerform On-Premise Manuals

Viewing Project Reports

Click the Projects button.
Click on the name of the project to view reports.

NOTE:

Report details for only the project you select will display.
In the Details section, select a report from the drop-down list.

Perform any of the following options:

If You Want To	Then
Export the selected report	Click Export. Select an Export Format. Three export options are available via the drop-down menu: Microsoft Excel CSV XML Click OK.
Refresh the report details	Click Refresh. NOTE: Refreshing data takes you back to the first page of the report results.
Sort the report	Click on a report heading to sort the report on that field. For example, click Owner to sort the report by document owners.
Navigate through the report results list	Click First, Previous, Next or Last. Refer to Configuring Global Settings for information on how to change the number of results displayed per page.

Viewing the Project Status

The project status is available on the main project page. Administrators can view the total number of documents in the project and the number of documents in each status. In addition, a pie chart graphically displays the project status. Clicking on a slice of the pie chart will filter the currently displayed report, shown below the status, to show only documents in the selected status. Authors can view documents, charts, and reports for documents that they own.

The project status is not automatically refreshed each time the page is accessed. Status information is pulled from the cache created the first time a page is accessed instead of re-running the report each time the page is accessed. Caches help prevent performance issues that may result when running reports. Caches are user specific and are deleted when a user account is deleted, when the Server dashboard is reset, or by refreshing the project status.

Click the Projects button.
Click on the name of the project to view the status.

NOTE:

Status information for only the project you select will display.

Review the following statuses in the Status section:

Field	Description
Published	Includes content whose current version is published and the website context is assigned. This includes Info Pak placeholders or documents with content. Refer to Assigning A Website Context To Document Library Content for more information.
Expired	Includes documents whose retention policy has expired. Refer to Setting A Retention Policy for more information.

If you want to refresh the project status, click Refresh.