This article compiles descriptions of each out-of-the-box Report that can be run from within the GoCanvas portal, what user role that can run each Report, and links to articles dedicated to each Report type.
GoCanvas allows you to run some simple Reports from within your web portal.
Reports
GoCanvas provides out-of-the box Reports so that admins, and select other user types, are able to gain insights into their account in an efficient way, all in one place within the portal.
Navigate to the Reports page, following the instructions based on your Account View.
Expand the Account drop down in the left navigation and select Reports.
At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Reports to run reports across the entire account.
Please note that the Department menu above Profile in the left navigation also has navigation to a Reports page that will run reports for the current Department.
Click your username at the bottom of the left navigation to expand the menu and select Reports.
At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Reports to run reports across the entire account.
Please note that clicking your username in the left navigation also has navigation to a Reports page that will run reports for the current Department.
Note
If you want to create custom reports with specific metrics, GoCanvas Analytics is an excellent solution that can be catered to your needs by our experts.
The Active User Report will give you a list of the number of submissions submitted by each user over a specified date range.
Can be run by admins, designers, dispatchers, and reporters.
View the report or read the Help Center article, "What is the Active User Report?"
The Follow-Up Tasks Report will give you a breakdown of all completed Follow-Ups by form, user, and field over the last 7, 30, 60, 90, or 365 days. Only available on accounts with Follow-Up Tasks activated.
Can be run by admins and designers.
View the report or read the Help Center article, "What is the Follow-Up Tasks Report?"
The Inactive User Report will give you a list of users who have not made a submission over a 30 day period or smaller range.
Can be run by admins.
View the report or read the Help Center article, "What is the Inactive User Report?"
The MFA Users Report will give you a breakdown of which MFA factors have been verified by users in your company. Only available on accounts with MFA activated.
Can be run by admins.
View the report or read the Help Center article, "What is the MFA Users Report?"
The Mobile Client Version Report will show you a table of all users on your account and their device information.
Can be run by admins, designers, and reporters.
View the report or read the Help Center article, "What is the Mobile Client Version Report?"
The Reference Data Report shows what reference data is being used by which forms.
Can be run by admins.
View the report or read the Help Center article, "What is the Reference Data Report?"
The Reference Image Report shows what reference images are being used by which forms.
Can be run by admins, designers, dispatchers, and reporters.
View the report or read the Help Center article, "What is the Reference Image Report?"
The Return on Investment calculator is a tool for actively tracking an estimate of your annual time and money savings after ditching paper forms. The formula used for the calculation is configurable for each organization.
Can be run by admins.
View the report or read the Help Center article, "What is the Return On Investment Report?"
There are three different reports under this report. The first two reports will tell you what forms are assigned to which users or groups. The third will show you what users are assigned to which groups.
Can be run by admins.
View the report or read the Help Center article, "What is the Users, Groups, and Forms Report?"
To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Account Representative, submit a request to Sales, or submit a ticket to Support.
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