Viewing Project Reports and Status

Viewing Project Reports

1. Click Projects on the navigation bar of the Management Center.
2. Click on the name of the project to view reports.

   NOTE:

   Report details for only the project you select will display.

3. In the Details section, select a report from the drop-down list.
4. Perform any of the following options:

   If You Want To	Then
   Export the selected report	Click Export. Select an Export Format. Four export options are available via the drop-down menu: Microsoft Excel CSV XML JSON 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 Management Center dashboard is reset, or by refreshing the project status.

1. Click Projects on the navigation bar of the Management Center.
2. Click on the name of the project to view the status.

   NOTE:

   Status information for only the project you select will display.

3. Review the following statuses in the Status section:

   Field	Description
   Published with context assigned	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.
   Published with no context assigned	Includes content whose current version is published but the website context is not 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.
   Unpublished	Includes content whose current version is not published. This includes only content that can be published on the Server. Refer to Publishing Content For Display On The Website for more information.

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