Data views and standard log reports for journals
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Go to Reports.
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In the Report Category dropdown, for projects select Project Specific Reports and for leads select Lead Specific Reports.
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Select Journals from the Report Sub-Category dropdown.
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For projects, select Single Project Reports and select the Project from the dropdown.
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For leads, select the Lead from the dropdown.
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Project or Lead Home page:
- Select Journals in the Correspondence section and select Reports on the Journals page.
- Select Correspondence Overview in the Correspondence section and select the reports icon (
) in the Journals row of the Stats section.
Primary data views
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_JournalInfo
- vw_JournalRespondents
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
Single lead standard log reports for journals
| Report name | Filter parameters |
|---|---|
| Journals Grouped by Status | ProjectLeadId, JournalStatus, JournalType, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Reference Field | ProjectLeadId, JournalStatus, Reference, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Reference Field with Respondents | ProjectLeadId, JournalStatus, Reference, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |
| Journals Grouped by Status and Type | ProjectLeadId, JournalStatus, JournalType, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Type with Respondents | ProjectLeadId, JournalStatus, JournalType, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |
| Journals Grouped by Status with Respondents | ProjectLeadId, JournalStatus, JournalType, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |
Single project standard log reports for journals
| Report name | Filter parameters |
|---|---|
| Journals Grouped by Status | ProjectId, JournalStatus, JournalType, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Reference Field | ProjectId, JournalStatus, Reference, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Reference Field with Respondents | ProjectId, JournalStatus, Reference, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |
| Journals Grouped by Status and Type | ProjectId, JournalStatus, JournalType, ResponseStatus, ReminderDateFrom, ReminderDateTo, DueDateFrom, DueDateTo |
| Journals Grouped by Status and Type with Respondents | ProjectId, JournalStatus, JournalType, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |
| Journals Grouped by Status with Respondents | ProjectId, JournalStatus, JournalType, ResponseStatus, DueDateFrom, DueDateTo, IncludeMessage |