Are you looking for an easier way to monitor your OnBase configuration? The Naviant Custom Reporting Dashboards bundle for OnBase is packed with 46 reports based on customer feedback and our own desire to make auditing tasks easier. Some are alternate views of Hyland’s canned reports, such as Monthly Scanned Documents (or Pages) by scan queue or workstation. Others are completely new, such as Email Distribution History or Document Actions Count by User. The full list of reports is available below for your review. Contact your Naviant sales rep for more information about how to purchase the bundle!
| Average Document Size by Document Type | Displays average document size by document type for a given date range. |
| Cleanup Items | Lists documents, user groups and active user accounts that are candidates for cleanup. |
| Configuration Activity by User | Displays configuration changes made by users for a given date range. |
| Cross-Referenced Document Types | Displays the basic settings for all cross-referenced document types. |
| Disk Group Volume Summary | Identifies the current volume number for each mass storage copy, how many volumes are currently online and the maximum allowed online by disk group. A Max Volumes Online value of zero means the disk group copy is set for infinite volumes. |
| Document Actions | Displays the number of documents added, modified, deleted, and viewed by user and document type for a given date range. |
| Document Counts by Document Type | Shows the number of documents in the system by document type. |
| Document Counts by File Type | Reports on the number of documents in the system by file type. |
| Document Migration Identification | Lists the documents in a specified disk group, whether they are still active in the system or awaiting purge. This report is meant to identify documents in need of migration to a different disk group. |
| Document Migration Identification Page Count | Counts the number of pages in each disk group by document type. The report is meant to assist with identifying documents in need of migration to a different disk group. |
| Document Process Time per Queue in Hours | Describes minimum, maximum and average time that documents reside in a workflow queue (Processing Time). Processing calculations are based upon the queue entry and exit times of a document. |
| Document Type Keyword Configuration | Displays the keyword configuration details for each document type. |
| Document Type Settings | Displays some of the more common document type configuration settings. |
| Document Types Never Viewed | Lists the number of documents in the system that have never been viewed by document type. |
| Document Types Viewed | Lists the number of views on documents by document type for a given date range with an option to filter by user. |
| Documents Exported | Displays the number of documents exported, mailed, and printed by user and document type for a given date range. |
| Email Distribution History | Displays emails pending and emails sent within a given date range. |
| Envelope Metrics | Lists documents and sharing permissions for envelopes. |
| File Format Configuration | Displays the file format settings for all file types. |
| Folder Actions | Displays the number of folders added, deleted, and viewed by user and folder type for a given date range. |
| IDOL Pending Processing | Displays the list of documents in the IDOL processing queue. |
| Keyword Actions | Displays the number of keywords added, deleted, modified (via re-index or changing the document date), and viewed by user and document type for a given date range. |
| Monthly Ingested Documents by Method | Number of documents brought into OnBase via ad hoc import, scan/sweep, COLD, or DIP for a given date range. |
| Monthly Scanned Documents | Monthly summary of the total number of documents scanned within a specified date range. The report reflects the total number of documents scanned, regardless of whether the documents are still active within the system. |
| Monthly Scanned Pages | Monthly summary of the total number pages scanned within a specified date range. The report reflects the total number of pages scanned, regardless of whether the pages are still active within the system. |
| Note Actions | Displays the number of notes added, modified, deleted, and viewed by user and note type for a given date range. |
| Peak License Usage by Hour* | Maximum number of licenses consumed during the specified reporting period for each tracked license type. This information can be used to evaluate if additional licenses may need to be purchased. *Config | Utils | Core-Based Settings | Log License Usage must be enabled for this report. |
| Personal Page Tiles | Displays the list of tiles assigned to users and user groups. |
| Print Format Configuration | Displays most of the settings for all print formats. Default paper source / size and barcode settings are excluded. |
| Reading Group Admin View – All Revisions | Document Knowledge Transfer history for each user in a reading group for all revisions, even if the user is only able to view the current revision. |
| Records Management Documents Awaiting Approval | Lists the documents awaiting approval to be purged or destroyed. |
| Registered Products by Workstation | Lists all registered products by the workstation assignment including concurrent licensing by workstation and product type. This can be useful for auditing license assignment as well as locating unused or orphaned licenses from expired workstations. |
| Reporting Dashboards Access | Displays access rights for reporting dashboards. |
| Reporting Dashboards Overview | Displays the list of reporting dashboards and data providers assigned. |
| Scanned Batch Metrics | Displays scanned batch metrics by user for a given date/time range. |
| Security Overrides | Displays security keywords and indexing limits assigned to user groups or directly to user accounts, security keywords applied to users from user group membership, and document types with override privileges assigned to user groups. |
| User Account Settings | Displays optional settings for user account. |
| User Accounts | Lists basic user account metrics (user name, real name, email address, locked/unlocked, last logon, last password change) for all active user accounts. |
| User Group Logins | Displays which user groups logged into which client types within a given date range. |
| User Logins by Workstation and Date | Displays which user accounts logged into which workstations within a given date range. |
| User Permissions User Aggregate | Lists the combined security configuration and feature access of the selected OnBase User for all user groups of which the User is a member. |
| User Permissions User Group Aggregate | Lists the security configuration and feature access of the selected User Group. |
| Work Items that Passed Through Each Queue | Displays the number of work items that entered and exited life cycle queues within a given date/time range. |
| Workflow Load Balance Methods | Displays the list of Workflow queues and their load balance methods. |
| Workflow Notification Recipients | Displays the list of recipients configured for Workflow Notifications. |
| WorkView Configuration | Displays application, class, attribute, and data type WorkView configuration information. |