Reports and roles
Various reports are generated by the Vault and can be viewed by the users. Reports are divided into several categories: Activity, User & Permissions, Content, Q&A and Audit. Depending on the user's role, he/she will have access to different types of reports.
Find below a summary of the available reports to each role type.
Vault Admin
Activity
- Progress report - Buy side: Shows which documents in the Vault have and have not been accessed by users in the Buy side. Visit Permission report (Admins) to learn more about this report.
- Document activity by user: Shows all content activity of all users in the Vault. Visit Document activity by user report to learn more about it.
- My audit trail: Shows all content actions that have been performed by the user, in this case, the Vault Admin. Visit My audit trail report, to learn all you need to know about this report.
Users & permissions
- Permissions report - Buy side: Lists roles with their corresponding content permissions. Visit Permission report (Admins) to learn more about this report.
- Permissions report - Sell side: Lists roles with their corresponding content permissions.
- Users overview: Lists all users - both active and inactive - that have ever been invited to the Vault. Visit Users overview report to learn more about it.
- Authorization report: Shows all content related permissions changes in the Vault.
Content
- Index report: Lists the Vault's index structure that is available to the selected role or group, including the dates in which the documents became available to them.
- New documents: Lists all documents that have become available to you since your last login. Visit New documents report to learn more about this report.
- Unsupported files: Lists all documents that can not be converted by the system or viewed in the document viewer. Visit Unsupported files report to learn more about it.
Q&A
- Q&A Report: Lists all questions and answers available to the user in the Q&A. Visit Q&A report to learn more about it.
Audit
- Logs: Zip file with raw data text documents for a complete audit trail. Visit Intro to Audit Logs to learn all you need to know about these reports.
Activity
- Document activity by user: When the permission is granted, this report shows all content activity of all users in the user's role and users in Content Admin and Guest roles. Visit Document activity by user report, to learn more about it,
- My audit trail: Shows all content actions that have been performed by the user, in this case, the Project Admin. Visit My audit trail report, to learn all you need to know about this report.
Users & permissions
- Permissions report - Buy side: Lists roles with their corresponding content permissions. Visit Permission report (Admins) to learn more about this report.
- Permissions report - Sell side: Lists roles with their corresponding content permissions.
- Users overview: Lists all users - both active and inactive - that have ever been invited to the Vault. Visit Users overview report to learn more about it.
- Authorization report: Shows all content related permissions changes in the Vault.
Content
- My Index report: Lists the Vault's index structure that is available to the user, including the user's latest activity and permissions. Visit My Index report to learn more about it.
- New documents: Lists all documents that have become available to the user since the last login. Visit New documents report to learn more about this report.
Q&A
- Q&A Report: Lists all questions and answers available to the user in the Q&A. Visit Q&A report to learn more about it.
Activity
- Document activity by user: When the permission is granted, this report shows all content activity of all users in the user's role and users in Guest roles. Visit Document activity by user report, to learn more about it.
- My audit trail: Shows all content actions that have been performed by the user, in this case, the Content Admin. Visit My audit trail report, to learn all you need to know about this report.
Users & permissions
- My permissions report: Lists user's content permissions. Visit My permissions report to learn more about it
Content
- My Index report: Lists the Vault's index structure that is available to the user, including the user's latest activity and permissions. Visit My Index report to learn more about it.
- New documents: Lists all documents that have become available the user since the last login. Visit New documents report to learn more about this report.
Q&A
- Q&A Report: Lists all questions and answers available to the user in the Q&A. Visit Q&A report to learn more about it.
Activity
- Document activity by user: When the permission is granted, this report shows all content activity of the user's colleagues. Visit Document activity by user report, to learn more about it,
- My audit trail: Shows all content actions that have been performed by the user, in this case, the Guest. Visit My audit trail report, to learn all you need to know about this report.
Users & permissions
- My permissions report: Lists user's content permissions. Visit My permissions report to learn more about it.
Content
- My Index report: Lists the Vault's index structure that is available to the user, including the user's activity and permissions. Visit My Index report to learn more about it.
- New documents: Lists all documents that have become available to the user since the last login. Visit New documents report to learn more about this report.
Q&A
- Q&A Report: Lists all questions and answers available to the user in the Q&A. Visit Q&A report to learn more about it.