What Reports Exist in Loopio?

There are four types of reports you can create using the Reporting Feature.

Library Usage Report: Usage

This provides details on the usage of library entries.

• The number of times a Library Entry has been used in a Project, in a given time period (within the last 30, 60, 180, or 365 days)
• A breakdown of the percentage of Entries used within that time period, used within double that time period, and those that have not been used within double that time period
• Creation Date of the Library Entry
• Date Last Updated
• Date Last Used
• Date Last Reviewed
• The Stack and Categories

Library Usage Report: Reviews

This provides details on the regularity of Library Entry reviews:

• The number of times a Library Entry has been reviewed in a given time period (within the last 30, 60, 180, or 365 days)
• A breakdown of the percentage of Entries reviewed within that time period, reviewed within double that time period, and those that have not been reviewed within double that time period
• Creation Date of the Library Entry
• Date Last Updated
• Date Last Used
• Date Last Reviewed
• The Stack and Categories

Projects Report

This provides details on either all projects, projects due within a specific date range, or projects created within a specific date range.

The five tiles at the top of the report display:

• Project Volume (Total Number of Projects matching the selected filters)
• % of Project Questions filled in by Magic
• % of Project Questions filled in from your Library (includes both Magic & Library Search)
• Average time to complete a Project in days
• Win Rate (% of Projects Marked Won)

Below the tiles is a table containing the following information:

• Project Name
• Company Name
• Project Description
• Creation Date of each Project
• Due Date of each Project
• Creator of each Project
• Owner of each Project
• The current status of each Project
• % of the Project that is Complete
• Number of Entries to Review
• Number of Entries Assigned
• Number of Entries Completed
• Number of Entries Overdue
• Total number of Entries in each Project

User Workload Report

This 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