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1. Report on Reporting

   Currently, I am working on "cleaning up" the reports list within the each user role. That having been said, I am finding many seeded reports are outdated (predating the 3.0 UI). Can a seeded report be developed to report against the "ran reports" within each client environment?

   Perhaps create an Excel report outlining the qty of times each report (seeded and custom reports within each environment) has been ran by users within certain date parameters chosen?

   The purpose of cleaning up reporting to eliminate unpopular reports, is to make the very-long list feel less overwhelming. This will guide the users to intentional reports, leading to a greater consistency of data.

   JAS

   Currently, I am working on "cleaning up" the reports list within the each user role. That having been said, I am finding many seeded reports are outdated (predating the 3.0 UI). Can a seeded report be developed to report against the "ran reports" within each client environment?

   Perhaps create an Excel report outlining the qty of times each report (seeded and custom reports within each environment) has been ran by users within certain date parameters chosen?

   The purpose of cleaning up reporting to eliminate unpopular reports, is to make the very-long list feel less overwhelming. This will guide the users… more

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   0 comments  ·  Usability  ·  Delete…  ·  Admin →
   Declined  ·  AdminDuncan McConchie (Manager, Strategic Customer Success, Eptura) responded

   Please contact your Customer Success Manager, who can assist in providing this detail. We are unable to report on this within Serraview directly, but a report can be provided upon request.