Hints and tips - reports

The 'Tasks in deliverables with no assigned users' report allows Managers and/or Superusers to quickly identify where no user has been assigned to a current task, helping to prevent any unnecessary delay in the task being actioned.

The 'Subscription notifications and acknowledgements report' can be used to see the history of all asset subscription notifications, and whether the users have acknowledged receipt of them or not.

The 'Overdue Tasks' report can be used to identify where there are potentially bottlenecks in the current workload with different users/business areas, so that Managers & Team Leaders can prioritise work.

The 'Subscriptions by User' report shows you where users have requested to be alerted whenever particular assets are updated. It gives an indication of which assets are seen as important, and being regularly used by different parts of the business - e.g. Sales, Operations teams, etc.

Asset Usage reports can be helpful to understand how the assets, content & images in the Asset Store are being used. It shows you how frequently assets are viewed, downloaded & distributed, so you can potentially provide more (or less) content/options for certain areas/topics depending on what is proving popular.

Subscribe to the 'Tasks in Deliverables with No Assigned Users' report as a regular way of monitoring / identifying where current tasks are unassigned / won't progress. These tasks will also sit at the top of your Notifications area, in gold, prompting you to take action.

Use the Asset Lifecycle section of the Dashboard to quickly see, and Download, a status summary of the assets you own.

Expand / collapse your online Report to fit your screen size requirements.

Re-order (sort) the content your online Report by clicking on the relevant column header e.g. highest - lowest or vice versa.

For a quicker download, filter your Reports online before you download.

Capture and report on reasons each time a User Archives an asset or cancels a workflow, to identify trends or training requirements. (Please note, this is a configurable option - speak to BTB if you'd like more information.)

Show / hide columns in your Reports to show only what you need - changes will be remembered until your cache and cookies are cleared.

Enable users without access to the reporting suite to have visibility of relevant Reports by adding them to a Subscription list.

Filter your Reports on-screen to show only the information you need, by using the Search function e.g. if you only want the Report to show assets that have a status of Red. Do this before you Subscribe to save you having to filter each time.

Select multiple assets by holding down CTRL and clicking your mouse on the required assets. Use this to Archive, Export, Distribute or Download multiple assets at the same time.