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Loopio offers several Reports to help you monitor content health, measure project performance, and understand team workload. This article covers the permissions required to access Reporting, plus a quick overview of each report. Click through to a report's dedicated article for details on its charts, filters, and export options.
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:
Available Reports
Reports live under Reporting in the main navigation. Here's what each one covers:
- Library Report: See how your Library content is being used and maintained, including freshness, usage recency, usage score, and review cycle status
- Projects Report: Measure project efficiency, automation rate, win rate, and time to complete across your Projects
- User Workload Reports: Monitor how Project and Library Review work is distributed across your team, including overdue and on-time completion rates