Viewing a Report of Document Assembly Activity by User

You can create a document assembly activity by user report showing how your users are assembling documents in Advance. For example, you use this report if you want to see how individual users are accessing and using templates are adopted in your tenancy.

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

Overview

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

Column title	Description
User Id	The unique identifier for each user.
Last name	The user's last name.
First name	The user's first name.
Account type	States whether the user is a standard user, a client or a service.
Timestamp	The UTC time the action was carried out.
Action	A description of the action performed by the user, e.g. "Work item created" or "Document downloaded".
Work item id	If the action took place against a work item, the work item's unique identifier is provided.
Work item name	If the action took place against a work item, the work item's name is provided.
Work group id	The unique identifier of the work group the user accessed.
Work group name	The name of the work group the user accessed.
Template name	The name of the template the user accessed.
Template version	The version of the template the user accessed.
Unique client id	If the action involved a client, the unique identifier for the client is provided.

This report only counts saved actions, such as a saved client interview.

To view template reports for your site

In the Administration section, click Reports.
Select Document assembly activity by user report.
Click Generate to download the report.

The report is downloaded in csv format.