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What Reports Exist in Loopio?

Updated
 

Subscription Required: This feature is available on select subscription plans only. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.

How Are Reports Impacted by User Permissions?

Reporting Level 1 (Full Access) permissions are required to access Reporting screens.

  • For Library Reports, Users with Stacks Level 1 (Read Only) permissions or higher to at least one Stack are able to generate Reports on Library Entries that they are permitted to view.
  • For Project Reports, Users with Participate In Projects: Participate In Projects invited to permissions will only have the ability to generate Reports for Projects in which they are either the Owner, or have the Project Administrator role. Users with Manage Projects: Manage All Projects permissions are able to Report on all Projects.
  • User Workload Reports are limited to Users with the General Admin: Manage Users permission.

For more information on Permissions, and how to configure them for your Users, check out this article:

Library Report

 

Permissions Required: Reporting Level 1 (Full Access) permissions and Stacks Level 1 (Read Only) permissions or higher in at least one Stack are required to access the Library Report. Read more: How Are Reports Impacted by User Permissions?

The Library Report provides insights into the usage and maintenance of libraries. It helps you ensure that your library contains reusable, up-to-date content and is well-maintained. Additionally, the Library Report helps users identify usage patterns, which can be used to make informed decisions about your content strategy.

The updated Library Report features separate tabs for visualizations and table view, allowing you to focus on each view independently. It also introduces additional data, filters, and visualizations that were not available in the previous version.

Library Report.png

What Charts Are Available in the Library Report?

The Library Report offers several visualizations and aggregations to help you understand the usage and health of your library. These include :

  • Freshness Score: Library entries grouped by freshness:
    • Fresh: score of 75-100
    • Needs Review: score of 5-74
    • Out Of Date: score of 1-4
    • Stale: score of 0
  • Usage Recency: Library Entries grouped by when they were last used:
    • Recently Used: in the last 180 days
    • Used Some Time Ago: between 180-360 days ago
    • Used Long Ago: over 360 days
    • Never Used
  • Usage Score: Library Entries grouped by their usage score:
    • Highly Used: score of 75-100
    • Moderately Used: score of  50-74
    • Occasionally Used: score of 25-49
    • Rarely Used: score of 1-24
    • Never Used: score of 0
  • Entries Grouped by Category: An overview of Categories in the Library, their freshness, usage, and last used information
  • Entry Owner/Reviewer Breakdown: Count of Entries owned by, and Reviews assigned to, each Loopio User
  • Review Cycle Status Breakdown: Library Entries grouped by status (either completed, step in progress, step overdue, or no review cycle)
  • Total Number of Library Entries Used In Projects: Count and percentage of Library Entries currently used in at least one Project
  • Library Activity Since Last Month: Count of entries added or edited this month, as well as last month for a comparison

What Filters Are Available in the Library Report?

In the Library Report, you can filter data based on various parameters, including:

  • People
    • Entry Owner
    • Current Reviewer
    • Latest Reviewer
  • Content Classification
    • Stack/Category and Sub-Category
    • Tags
    • Language
  • Status & Usage
    • Freshness Score
    • Usage Score
    • Review Cycle Status
    • Entries Used In Projects
  • Date
    • Entries Created
    • Entries Edited

These filters help you narrow down your analysis and get more specific insights.

Filters are located on the left side of the Library Report. You can choose multiple options. Once you've made your selections, click the 'Apply Filters' button at the bottom of the page. Your filtered data will then be displayed in both the visualizations and the Report table.

How Do I Export a Library Report?

  1. Click Reporting in the main navigation
  2. Select Library
  3. Click the Table & Export tab
  4. Click Export

Projects Report

 

Permissions Required: Reporting Level 1 (Full Access) permissions are required to access the Projects Report. Data available in the reports will vary based on specific Project permissions, read more: How Are Reports Impacted by User Permissions?

The Projects Report allows you to filter all elements of the Projects page in order to measure project efficiency. The report also provides visualizations to better understand your automation rate and Project status.

Projects Report.png

Can I Filter the Projects Report?

Yes, there are various filters you can apply to your Project Report:

Timeframe

Segment the report based on the following timeframe criteria:

  • All time
  • This month
  • This quarter
  • This year
  • Custom Range

Project Owner

Filter by up to 10 Project Owners

Project Status

Segment the report based on the current status of the Project:

  • All
  • Active
  • Complete
  • Won
  • Lost
  • Stopped

Project Type

Segment the report based on the type of Project that was created:

  • RFP (Request for proposal)
  • RFI (Request for information)
  • SQ (Security questionnaire)
  • DDQ (Due diligence questionnaire)
  • PP (Proactive proposal)
  • Other

Custom Project Fields

Segment the report by Custom Project Fields to generate more customizable reports and better understand project trends.

 

Learn more: Check out our  Custom Project Fields course in the Learning Station (a Loopio login is required to access this link) or read more here: How Do I Create Custom Project Fields?

How Do I Filter the Projects Report?

Filters are located at the top of the Projects Report and are identifiable by the funnel icon above the “Answer Automation” chart.

To select a Filter:

  1. Click Filters to open the filter popup
    Funnel_Icon.png
  2. Select one or more filters
    Project Report filter options.png
  3. Click Apply Filters

How Do I Export a Projects Report?

 

Note: Exported reports will be unfiltered

You can export to an Excel spreadsheet using the Export button above the Project Reports table.

Export_report_button.png

User Workload Reports

 

Permissions Required: Reporting Level 1 (Full Access) permissions and the General Admin: Manage Users permission are required to access the User Workload Report. Read more: How Are Reports Impacted by User Permissions?

Project Workload

The Project Workload Report gives you a quick view of:

  • % of Entries overdue: Entries (answers and reviews) with past due dates that are not yet completed
  • % of Entries due this week: Entries (answers and reviews) due by the end of this calendar week (Sunday)
  • On-time answer completion rate: % of Entries answered on or before their due date
  • On-time review completion rate: % of Entries reviewed on or before their due date
  • Project Workload Distribution: Light, Moderate, High, Excessive

The table view provides details on:

  • Number of Active Projects each User is participating in
  • Number of Project Entries assigned to each User
  • Number of Project Entries to Review
  • Number of Project Entries Overdue

Can I Filter the Project Workload Report?

Yes, you can filter the report in two ways.

At the top of the page, select from Assignee Workload, Reviewer Workload, or All (both).

Project Workload Report tabs.png

In the left sidebar, there are various filters you can apply to your Project Workload Report:

  • Project Status
    • All
    • Active
    • Complete
    • Won
    • Lost
    • Stopped
  • User
    • Filter by up to 10 Users
  • Include Deactivated Users
    • Yes
    • No
  • Assigned Date
    • All time
    • This month
    • This quarter
    • This year
    • Custom Range
  • Workload Distribution
    • Light
    • Moderate
    • High
    • Excessive

Library Review Workload

This provides a central view of your team's reviews, providing organization-wide visibility and driving accountability.

Can I Filter the Library Review Workload Report?

Team View

In the left sidebar, there are various filters you can apply to your Library Review Workload Report:

  • Reviewers
    • Filter by up to 10 Users
  • Include Deactivated Users
    • Yes
    • No
  • Assigned Date
    • All time
    • This month
    • This quarter
    • This year
    • Custom Range
  • Workload Distribution
    • Light
    • Moderate
    • High
    • Excessive

Individual View

By clicking a Reviewer's name, you'll be taken to a detailed view.

In the left sidebar, there are various filters you can apply to an individual Reviewer's Library Review Workload Report:

  • Review Status
    • Currently Assigned Reviews
    • Upcoming Reviews
    • Completed Reviews
  • Library Locations
    • Stack/Category/Subcategory
  • Assigned Date
    • All time
    • This month
    • This quarter
    • This year
    • Custom Range
  • Due Date
    • Light
    • Moderate
    • High
    • Excessive

Can I Remind Users of Assigned Reviews from the Library Review Workload Report?

Yes, from the Library Review Workload Report, you can Nudge a Reviewer to send them a reminder email.

  1. Click Reporting in the main navigation
  2. Select User Workload > Library Review Workload
  3. Click the name of the Reviewer in the table
  4. Find the Entry in the list, and click the lightning bolt icon in the Nudge column (far right)
  5. (optional) Click + Add a custom message and add a message to be included in the email reminder
  6. Click Send

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