There are four types of reports you can create using the Reporting Feature.
Subscription Required: Reports aren't available on all subscription plans. Contact Support to learn more: Send an email to Support
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:
- Project Volume (Total Number of Projects)
- % of Project Questions filled in by Magic
- % of Project Questions filled in using Library Search
- Average time to complete a Project in days
- Win Rate (% of Projects Won)
- 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