System Reports

Provides a summary of the access control rights associated with a given access role. A role is defined as a collection of access control rights that can be assigned to a unique group of users. You can filter this report by role, application, and page type.

Provides a summary of the access control rights currently assigned to a given user. For each page in Archer, you can view the create, read, update, and delete privileges of a user. You can filter this report by user, application, and page type.

Shows the users and groups who have been assigned as configuration and content administrators for individual applications or questionnaires. You can filter the list by application or questionnaire name.

Lists all failed login attempts within the past twenty-4 hours.

Lists all user accounts that are currently locked. The report also includes the time and date that each user account was locked.

Lists users by the user group to which the users belong. You can filter the list by user group.

Lists all groups with a corresponding description and the roles associated with each user group. You can filter this report by user group or role.

Provides a summary of the access control rights assigned to the applications in a solution. For each application, you can view all of the associated roles and the respective content access. You can view all roles associated with the create, read, update, or delete rights of a user for each application in Archer. You can filter this report by solution, application, or role.

Lists events related to access control, PIN requests, and global report permissions for monitoring the security of Archer. You can filter the report by event type or by date range.

If the reports exceeds 40,000 records, a warning message is displayed. To modify the search parameters, click OK.

To export more than 40,000 records, use at least 2 consecutive time frames to export 40,000 records at a time, and then combine the exported records. For example, to export 50,000 records, export the first 40,000 records in one time frame, export the remaining 10,000 records from the next time frame, and combine the 2 sets of exported records.

Lists the properties of all security parameters that have been defined within the system. A security parameter specifies rules for password creation, password change enforcement, account-lockout duration, and session time-out behavior.

Shows the users and groups who have been assigned as configuration administrators for individual sub-forms. You can filter the list by sub-form name.

Provides an inventory of all existing user accounts. This report displays the last name, first name, user name, and account status for each user in Archer. You can filter the report by access role and account status.

If the report exceeds 40,000 records, a warning message is displayed. To modify the search parameters, click OK.

To determine the number of user accounts in Archer, from the menu, click > Access Control > Users. The bottom right corner of the Manage Users page displays the number of user accounts in your instance.

To export a report with more than 40,000 users, do the following:

1. Create at least 2 unique access roles.

2. Assign a unique access role to each set of 40,000 users.

3. Filter by the first access role and export the report with the first 40,000 users.

4. Filter by the next access role and export the report with the next 40,000 users.

5. Create a unique access role as needed and repeat steps b-d.

6. Combine the exported reports.

For example, to export a report with 50,000 users, create access roles A and B. Assign access role A to the first 40,000 users and assign access role B to the remaining 10,000 users. Filter the users by access role A and export the report. Next, filter the users by access role B and export the report. Combine the 2 exported reports.

Shows the configuration, including the formula, for each calculated field in the application.

Lists the custom objects and their associated content in the application.

Lists the data driven events in the application, including the description, action type, and status.

Provides detailed information about each field in the application, including field ID, description, Help text, field help options, field type, control type, selected configuration options, access, and so on. It also contains notification and content review information.

Shows the configuration of each field within the application.

Shows the notification templates associated with the application and the configuration for each, including the assigned users and groups.

Provides a summary of the access control rights for private fields in the application. It contains all private fields that give a user or group full access, cascade, or read-only privileges.

Shows the record permissions configurations in the application for manual selection (including rule name and description, if applicable), inherited permissions, and automatic selection.

Lists all field types in the application. It includes a count of each field type and the total number of standard and calculated fields.

Lists the values and configuration for each Values List field in the application.

Provides information about the number of times application pages have been accessed by different users during a given time frame. Pages are grouped in this report by application. The report shows the number of times each page has been accessed, and it also contains the total percentage of all page hits in the system and each application portion of that total.

Provides details of the date and time users accessed a particular application record.

Provides the number of successful and failed notification email deliveries within the last 24 hours.

Provides the notification templates to which users have subscribed. The report displays the template, user name, recipient email address, notification type, and application for each notification.

Provides a list of notification emails that failed delivery. It lists the users whose mailbox the email attempted to reach, the email address of the recipient, the date and time of the last email attempt, and the total number of delivery failures.

Provides the status of emails triggered by notification templates that are configured to request read receipts. The report shows when each email was sent, whether the user who received each email responded to the read-receipt request, and the date and time of each response.

This report lists each question within a questionnaire, along with their attributes. For Values List questions, the report also shows each answer and its attributes.

This report presents a bar chart indicating the answers for each Values List question and the distribution across all responses. You can filter the report by questionnaire, category, or question. You also can click the question to view the Questionnaire Results By Question Detail report, which contains information about each question.

This report shows the configuration, including the formula, for each calculated field within a questionnaire.

This report presents a bar chart of the compliance percentage for each authoritative source within 1 questionnaire or across questionnaires. You can filter the report by questionnaire. You also can click the category to view the Questionnaire Results by Authoritative Source report.

This report presents a bar chart of the compliance percentage for each category within a questionnaire. You can filter the report by questionnaire. You can click the category to view the Questionnaire Results by Category report.

This report presents a bar chart of the compliance percentage for each question within a questionnaire. You can filter the report by questionnaire or category. You also can click the category to view the Questionnaire Results by Question report.

This report lists the custom objects and their associated content within a questionnaire.

This report lists the data driven events within a questionnaire, including the description, action types, and status.

This report provides detailed information about each field within a questionnaire.

This report shows the configuration of each field within a questionnaire.

This report shows the notification templates associated with a questionnaire and the configuration for each, including the assigned users and groups.

This report provides a summary of the access control rights for private fields within a questionnaire. It lists all private fields that give a user or group full access, cascade, or read-only privileges.

This report shows the record permissions configurations within a questionnaire for manual selection, inherited permissions, and automatic selection Record Permissions fields.

This report lists the results associated with each authoritative source attributed to 1 questionnaire or across questionnaires. You can filter the report by questionnaire, category, or authoritative source. You also can click the key field to view general and reference content information about the field.

This report lists the results associated with each category within a questionnaire. You can filter the report by questionnaire or category. You also can click the category to view the Questionnaire Results by Question report.

This report lists the results associated with each question within a questionnaire. You can filter the report by questionnaire, category, or question. You also can click the question name to view the Questionnaire Results by Question Detail report, which contains more information about the question.

This report presents a bar chart of the score for each authoritative source within 1 questionnaire or across questionnaires. You can click the authoritative source to view the Questionnaire Results by Authoritative Source report.

This report presents a bar chart of the score for each category within a questionnaire. You can filter the report by questionnaire. You also can click the category view the Questionnaire Results by Category report.

This report lists all field types within a questionnaire. It includes a count of each field type and the calculated fields as well as the total number of standard and calculated fields.

Provides a summary of the access control rights assigned to the applications in the solution. For each application, you can view all of the associated roles and their respective content access. You can filter this report by solution, application or role.

Produces a Visio diagram that contains the applications in a solution with all the fields listed. Arrows in the diagram represent cross-reference relationships among applications and fields, along with the following information for each application:

• Application name
• Application ID and GUID
• Application status (Production, Development, and so on)
• Number of records by data level
• Names of the key fields
• Names of all fields with their field type to understand the abbreviations used in the solution diagram.)
• Names of all global Values List fields with the name of the global values list

Arrows in the diagram represent relationships among applications and questionnaires across solutions.

Shows the solutions contained in the system with their IDs and GUIDs, and a listing of all applications contained in each solution. Arrows in the diagram represent relationships among applications and questionnaires across solutions.

Shows the solutions contained in the system with their IDs and GUIDs, and a listing of all applications contained in each solution. Arrows in the diagram represent cross-reference relationships among applications and questionnaires contained in the solutions.

Produces a Visio diagram that shows the solution name, instance name, and Platform version number, along with the following information for each application:

• Application name
• Application ID and GUID
• Application status (Production, Development, and so on)
• Number of records by data level

Arrows in the diagram represent cross-reference relationships among applications.

Produces a Visio diagram that shows the solution name and Platform version number, along with the following information for each application:

• Application name
• Application ID and GUID
• Application status (Production, Development, and so on)
• Number of records by data level
• Total number of fields
• Number of fields by type (Date: 2, Numeric 3, and so on)

Arrows in the diagram represent cross-reference relationships among applications.

Produces a Visio diagram that shows the solution name, instance name, and Archer version number, along with the following information for each application:

• Application name
• Application ID and GUID
• Application status (Production, Development, and so on)
• Number of records by data level
• Names of the key fields
• Names of all relationship fields (Cross-Reference, Related Records, and Cross-Application Status Tracking) with their field type to understand the abbreviations used in the solution diagram.)
• Names of all global Values List fields with the name of the global values list

Arrows in the diagram represent cross-reference relationships among applications.

Shows the solutions contained in the system with the solution IDs and GUIDs. Arrows in the diagram show the relationships among applications and questionnaires across solutions.

Contain dependencies on applications or questionnaires. If you do not need a field, you can deactivate it or remove it. Otherwise, you should review each field individually and modify the calculation formula to remove the dependency.

Note: A check mark in the Calc Ref column indicates that at least 1 calculation field within Archer references this field.

Govern data driven events in Archer. A condition that evaluates an unlicensed object is not visible in the user interface, but the object is still being evaluated. Re-save each data driven event rule to remove the hidden condition and resolve the issue.

Contain dependencies on applications or questionnaires. Re-save each field to resolve the issue.

Note: A check mark in the RP Ref column indicates that at least 1 record permissions field within Archer references this field.

Drive Advanced Workflow Evaluate Content nodes in Archer. A condition that evaluates an unlicensed rule is not visible in the user interface, but the rule is still being evaluated. Re-save each Advanced Workflow rule to remove the hidden condition and resolve the issue.