Use the Reports menu to choose and generate a variety of reports. The following reports are available from the Reports menu.

  • Template Review - lists templates and their details. Filter and group in many ways.
  • Template Validation - select the implementation guide you want to validate. Select to show Warnings, Errors, or All. Shows the status of any templates containing warnings or errors.
  • Organization - lists all users in an organization, along with their permissions and contact info.

View a Report

  1. From the Reports menu, choose the report you want to view. A report page appears, with a page summary and navigation at top. A filter box appears at the top of each column.
  2. Enter filters in the top row of the report to limit the data that appears in the report as described in Report Filters, below.
  3. Print the report  as needed.

Report Filters

You can filter by the contents of a column to limit the data that appears in the report.

  • String filter - Enter text in one or more columns.
  • Dropdown filter - Choose a filter from the drop-down menu at the top of a column to view only entries with that value.