Viewing a Report of Template Usage Over Time

You can create a template usage over time report showing how your templates are being used month on month since being activated. For example, you use this report if you want to see how quickly templates are adopted in your tenancy.

You must have the Site Administrator role to view template reports.


You can download a report from Advance showing the following information:

Column title Description
Template ID The unique identifier for each template. You can also view the template identifier from Workspace Explorer in HotDocs Author.
Name The name of each template.
Period ending The calendar month in which assemblies took place.
Usage A count of the number of work items or quick documents based on each template for which the last assembly session was completed in each month.

Work items must have completed interviews to be counted. This report counts the last completed assembly session, meaning that it is possible for totals to change for previous months if a new assembly session is completed in a later month.

To view reports for your tenancy

  1. In the Administration section, click ReportsReports.
  2. Select Template usage over time report.
  3. Click Manage TemplatesGenerate to download the report.

The report is downloaded in CSV format. You can open the downloaded report file using an application on your own computer. For example, using a spreadsheet application.

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