Progress Reports, Audit Trails, and Workflow Assignment Reports

You can monitor information about a report in CDM with progress reports, audit trails, and workflow assignment reports.

A progress report provides a detailed view of the status of sections and report objects. The audit trail provides detailed analysis of all changes that are made to reports, sections, or report objects. The workflow assignment report provides a detailed view of the workflow for each report. For example, you can see the due date for each workflow state.

These reports can be run at any time by the administrator or by any user who has administrative access to the feature.

Create a Progress Report

You can create a progress report for a report that provides a detailed view of the status of sections and report objects.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Reports. The Reports tab opens in the work area.
3. From the report list, select the report and click Home > Progress Report.
4. In the progress report, perform one or more tasks:
   • To copy the data into Microsoft™ Excel for further analysis, click Export to Excel. Alternatively, right-click the report, and click Export To Excel.
   • To change the appearance of the report, right-click any column header, and click one of the available options. For example, you can sort, group, and filter.
   • To refresh the data in the report, click Refresh, or right-click the report and click Refresh.
5. Click Close.

View an Audit Trail

You can view an audit trail for a report, all the sections or report objects in the report, or login activity.

1. Open the report that you want to work with.
2. Click Home > Report Audit Trail. The Report Audit window opens.
3. Select the type of audit report:
   • Click on Report to view an audit trail for a report. You can view information such as the report name, description, date, and operation type, for a list of the versions of the report.
   • Click on Report Object to view a detailed audit trail of all the sections (group objects) and report objects in the report. To view a section or report object version in the application that it was created in, select a version of the section or report object from the audit trail list, and click View. You can also click View to view section or report object content from previous versions.
   • Click on Login to view an audit trail of all login activity for all users that have logged into CDM.
4. The audit trail is presented as a grid. You can sort and group some of the columns. To group the table by a column, drag and drop the column into the Drag a column header here to group by that column area above the column header.
5. You can also click the following buttons to perform additional tasks:
   • Refresh - To refresh the audit trail.
   • Export to Microsoft Excel - To export the list of audit records to a Microsoft Excel file. You can also filter the number of audited records based on date.
6. Click Close to close the Report Audit window.

Restore Version from Audit for Word, Excel, and PowerPoint Objects

You can restore an earlier version of a Word, Excel, or PowerPoint report object in CDM. When you restore an earlier version it becomes your working copy. All versions still exist in the CDM database and can also be restored as required.

To use an audit trail to restore an earlier version of all changes for a report object in a report:

1. Open the report that you want to work with.
2. Open the Excel, Word, or PowerPoint object of which you want to restore an earlier version.
3. In the Report Object tab on the ribbon, click Object Audit Trail. The Report Object Audit window opens.
4. Select an audit version and click View to identify it as the version you want to restore.
5. With the identified audit version selected, click Restore.
6. A prompt is displayed to confirm the restore is completed.
7. Click OK to close the prompt.
8. The Report Object Audit window displays the restored version with an updated time stamp and Restore Object from Audit displayed in the Operation Type column.
9. Close the Report Object Audit window. The report object displays content from the version you restored.

Note: Desktop publishing and XBRL tags that have been created on the report object after the creation date of the restored audit entry are orphaned and need to be recreated.

Create a Workflow Assignment Report

The workflow assignment report provides a detailed view of your assigned areas of the workflow. For example, you can see the due date for your assignments.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Reports. The Reports tab opens in the work area.
3. From the report list, select the report and click Home > User Workflow Assignment.
4. In the progress report, perform one or more tasks:
   • To change the appearance of the report, right-click any column header, and select one of the available options. For example, you can sort, group, and filter.
   • To refresh the data in the report, click Refresh, or right-click the report and click Refresh.
5. Click Close.