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Reports Glossary

Understand definitions of the terms used in Reports

Note: The data any user can view is for the selected project and only pertaining to that user's own organization.

Mail

Definitions match those used in the Mail module.

AttributeDefinition
Mails SentCount of mails sent. If a mail is sent to users within the same organization, it is considered as a single mail. If it's sent to multiple organizations, its considered as one mail per organization.
Mails ReceivedCount of distinct mails received in the Inbox
RFI SentCount of sent mail with Type 'Request for Information'. If a mail is sent to users within the same organization, it is considered as a single mail. If it's sent to multiple organizations, its considered as one mail per organization.
RFI ReceivedCount of distinct mails received in the Inbox of Type 'Request for Information'
Mail no.Mail number (unique for each mail)
TypeMail Type
Mails Requiring ResponseMails sent & Mail received with a response required by date
Due and Due DateResponse required date for the particular mail
Delay and Days LateFor mails with status closed this is calculated as: Actual responded date - response required date. For mails with status overdue this is calculated as: Current date - response required date.
From UserMail sender's name
RecipientsMail recipient's name
To organizationMail recipient's organization name
StatusMail status (eg. Overdue/Outstanding/Responded/Closed-Out)
SubjectMail subject
AttachmentCount of documents attached to a mail
From organizationMail sender's organization name
Sent DateMail sent date
MailboxIf the mail is in Inbox or Sent
Recipient TypeIf the user was in the To or Cc list of this mail
Sent MonthMonth in which the mail was either sent or received by the user
Attribute 1, 2, 3Value of the custom attributes for mails configured by the organization

Documents

Definitions match those used in the Documents module.

AttributeDefinition
Documents Sent (Transmittals)Count of documents sent by transmittals by an organization
Documents Received (Transmittals)Count of documents received by transmittals by an organization
Document NumberDocument No.
TitleDocument title
DisciplineDocument discipline
ModifiedDate on which document was modified
StatusDocument status
RevisionDocument revision
VersionDocument version no.
TypeDocument type
Total Registered DocumentsUnique count of document numbers in the document register of this project

Project Directory

AttributeDefinition
Total number of organizationsCount of organizations in a given project
NameName of user
Job titleUser's role
organizationUser's organization name
Total number of users/Total UsersCount of members and guests from all organizations. involved in that project
Trading NameTrading name of the organization.
Members Vs GuestsCount of users from all organization in the project spilt by member and guest

Workflows

Definitions match those used in the Workflows module. Includes workflows where your organization is an initiator or participant.

AttributeDefinition
Workflows In-progressWorkflows started in the selected period and are In-progress (where my org. is initiator or participator)
Workflows CompletedWorkflows started in the selected period and are completed (where my org. is initiator/participator)
On TimeOn Time Completed: Workflows started in the selected period and are completed on or before original due date.
On Time In-progress: Workflows started in the selected period and are In-progress & current date is same as or before original due date
OverdueOverdue completed: WFs started in the selected period and are completed after original due date.
Overdue In-progress: WFs started in the selected period and are in-progress & current date is after original due date.
DelayIn Progress Workflow : Expected end date - original due date. Completed workflow : Actual end date - original due date. (only the days that are a part of the working week are considered)
NumberWorkflow number
NameWorkflow name
StatusStatus of overall Workflow (Completed/In Progress /Terminated)
Start DateDate when Workflow was initiated
Original Due DateDate by which Workflow should be completed
Expected End DateDate on which Workflow is expected to be completed for an In progress workflow
Actual End DateDate on which Workflow is completed
Due DateDate on which the workflow step should be completed for that document
Days LateCurrent date - due date for that particular overdue workflow step for that document
Step NameWorkflow step name
Assigned UserName of user to whom Workflow step is assigned
No. of documents per organizationCount of documents attached to In-progress workflows (by assigned to organization)
No. of documents overdue per organizationCount of documents attached to In-progress workflows (by assigned to organization) & where the workflow step status is overdue
Average Lateness of documents per organizationAverage of the days late for In-progress Workflows (by assigned to organization) & where workflow step status is overdue
Total Docs in WorkflowCount of documents attached in workflow steps started in the selected period (Date in is in the selected period) & where my org. is an initiator or participant or Cc
Documents Step StatusCount of documents for review in each of the Workflow steps having status either Completed, Current, Forecast , Overdue, Skipped or Terminated.
InitiatorName of organization initiating the Workflow

Field Issues

Definitions match those used in the Field module. Includes issues created by and assigned to your organization.

AttributeDefinition
Total IssuesCount of total issues created by and assigned to my organization.
Field - Issues or Issue by statusCount of issues by status (Open/Closed/In Dispute/Ready to Inspect)
Issue #Issue number
Issues AssignedCount of issues assigned by organization.
DescriptionDescription of the Issue
LocationIssue/Checklist location
Location DetailIssue location details
Captured OnIssue created date
Captured ByName of user who created the Issue
Captured organization.organization that created the Issue
Assigned ToName of user to whom issue is assigned
Assigned To organization.Name of user's organization. to whom issue is assigned
TypeIssue Type
Assigned OnDate on which issue was assigned
Assigned By UserUser who assigned the Issue
Due Date (Field - Issues)Issue due date or Date by which Issue is expected to be closed
Closed On/Last ModifiedDate on which Issue was closed/modified
Closed By UserName of user who closed the Issue
Has PhotoIssue where photo is attached (Y- Yes/N- No)
Photo Added By UserName of user who added the photo
StatusIssue Status
Photo Added OnDate when photo was added
Issues by TypeCount distinct of Issue No. by issue type split by issue status
Issues by OrganizationsCount of Issue No. by assigned to organization split by issue status

Field Inspections (Checklists)

Includes Field Inspections (Checklists) created by your organization.

AttributeDefinition
Total InspectionsCount of inspections (Checklists) created by my organization
Inspections (Checklists) by statusCount of Inspections (Checklists) by status
Inspections (Checklists) by organizationCount of Inspections (Checklists) by assigned organization
Inspection No.Inspection (checklist) number
TitleInspection (checklist) title
StatusInspection (checklist) status -Open/Closed
DescriptionInspection (checklist) description
Created byUser who created the Inspection (checklist)
Created By organization.Organization that created the Inspection (checklist)
Date CreatedDate on which the Inspection (checklist) was created
Modified ByUser who modified the Inspection (checklist)
Modified By organization.Organization that modified the Inspection (checklist)
Item No.Number of items in the Inspection (checklist)
Item DescriptionInspection (checklist) item description
Item ResponseResponse type to group your questions, such as Yes/No or Pass/Fail.
Item CommentComment on the Inspection (checklist) item
Issue No.Issue number related to that Inspection (checklist)
Issue StatusStatus of the issue related to that Inspection (checklist)
Item Responded ByUser who responded to the item
Date Item Responded ByDate on which an item was responded

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