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Notebook Reports

Reporting capabilities for your team’s Notebook usage provide quick access to vital information on RMS activities for workflow management and compliance-related purposes.

Access Notebook Reports

To access the Notebook Reports page:

  1. Click on the Settings (gear) icon in the left sidebar.
  2. Click on Reports from the dropdown menu.

The Reports page should then open.

Reports Available

Data can be manually exported from a total of 6 types of pre-configured reports. However, the types of reports that are available to you depends on if you are a compliance user, an admin, both, or neither.

All compliance users and admins can access and export reports by default. If you are not a compliance user nor an admin but a standard user who needs reporting capabilities, please contact your Customer Success Manager at customer-success@sentieo.com to have reports enabled.

You can only export data that you have permission to access.

Standard Admin Compliance Admin + Compliance
Note Summary (Latest Version)
Note Summary (All Versions)
Comment Activity
Note Content
Readership Report
Daily Note Activity (Automated Email)

 

Generate On-Demand Reports

To generate a report on demand:

  1. Choose one of the following reports:
    • Note Summary (latest version)
    • Note Summary (all versions)
    • Comment Activity
    • Note Content
    • Readership Report

Reminder: The reports that are available to you depend on your access level.

Note: To download a sample report, hover on the desired report and click download sample.

  1. Select a date range. You can apply it to either the date that the note was created or the date that the note was modified.

  1. Apply filters to the data. You can include notes shared with specific groups and notes created by or shared directly with you.

  1. Click Export to generate the report.

Your report will be emailed to you once it is generated. Depending on the amount of data that is being reported on, this process may take up to two hours.

 

Generate Daily Reports

To schedule and automatically generate daily reports:

  1. Choose the Daily Note Activity report.

Reminder: This report is only available to you if you are a compliance user.

  1. Select a time for the email to be delivered to your inbox every day.

  1. Apply filters to the data. You can include notes shared with specific groups and notes created by or shared directly with you.

  1. Click Schedule email to confirm the report schedule (or Update email to confirm the new schedule).

Your report will be emailed to you at the selected time every day.

 

To disable existing scheduled reports:

  1. Go to the Reports page.
  2. Choose the Daily Note Activity report.
  3. Click on Disable email.

 

Updated on November 14, 2021

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