Site Management and Collaboration > Using reports to improve workflow

Using reports to improve workflow

Use the Site > Reports command to improve collaboration among members of a Web team. You can run workflow reports that display who has checked out a file and which files have Design Notes associated with them. You can further refine Design Note reports by specifying name/value parameters. For information on running other types of reports, see Using Reports to test a site.

Note: You must have a remote site connection defined to run the Workflow reports.

To run a Checked Out By report:

1	Choose Site > Reports.
	The Reports dialog box appears.
2	Choose an option from the Report On pop-up menu. You can choose to report on a document, an entire site, selected files in a site, or a specific folder.
3	Under Workflow, select Checked Out By.
4	Click the Reports Setting button.
	The Checked Out By dialog box appears.
5	Enter the name of a team member and click OK.
6	Click Run.
	The report runs, and the Reports dialog box displays a summary of the files that have been checked out by the specified person.

To run a report on specific Design Notes:

1	Choose Site > Reports.
	The Reports dialog box appears.
2	Choose an option from the Report On pop-up menu. You can choose to report on a document, an entire site, selected files in a site, or a specific folder.
3	Under Workflow, select Design Notes.
	The Report Settings button becomes available.
4	Click the Report Settings button.
	The Design Notes dialog box appears.
5	Enter one or more name and value pairs, and select comparison values from the corresponding pop-up menus.
	For example, if you specify "status contains draft," your report will look for files whose Design Notes have a status of "draft."
6	Click OK to return to the Reports dialog box.
7	Click Run to run the report.