InterAction Administrative Reports

InterAction includes a separate application for printing information such as the number of contacts in all folders and the number of active users in the system.

You can use the InterAction Administrative Reports application to print these reports. The reports display using Crystal Reports.

The InterAction Administrative Reports application is installed when you install InterAction Administrator on your workstation.

Viewing or Printing an Administrative Report

1. Log on to InterAction Administrator.
2. Choose Reports > Administrative Reports.
3. From the Reports list, select the report you want to view.
4. Choose View.

Provided Administrative Reports

The following administrative reports are available:

Name	Description
Activity Type Analysis	Displays the number of activities.
Activity Usage Analysis	Displays the number of activities by activity type.
Additional Fields Usage Analysis (Folder Specific)	Displays the usage of all folder-specific additional fields by folder type and specific folder.
Additional Fields Usage Analysis (Folder Specific) (for export)	An exportable report that displays the usage of all folder-specific additional fields by folder type and specific folder.
Additional Fields Usage Analysis (Global)	Displays all global additional fields and how often they are used.
All User Accounts Not Associated with Contacts	Displays all InterAction user accounts that do not have an associated InterAction contact. This report is used in conjunction with InterAction Project Folder Converter.
Classifications Usage Analysis (Folder Specific)	Displays all folder-specific classifications and the number of times each is used.
Classifications Usage Analysis (Global)	Displays all global classifications and the number of times each is used.
Collection Settings Analysis	Displays review options settings for each users’ contact collection.
Contact to Contact Relationship Type Analysis	Displays contact to contact relationship types and the number of times they are used.
Country Analysis	Displays all countries and the parameters set for those countries, including address format, country code, and more.
Data Change Management Statistics Report	Displays the number of tickets generated by each rule set. Includes number of tickets generated by date (< 1 week, 1-2 weeks, 2-4 weeks, and > 4 weeks), number of tickets still open, and number of potential duplicate contacts that have been generated.
Data Quality - Closed Ticket Analysis	Displays statistics on closed tickets by the Data Change Management group or user who closed them.
Data Quality - Open Ticket Analysis	Displays statistics on open tickets by the Data Change Management group or user who submitted them.
DCM Rules with Notify	Displays the collection name, change type, action, and rule owner for Data Change Management rules.
Folder Usage Analysis (By Folder Class)	Displays all folders by folder type within folder class. Includes owner, number of sourced and linked contacts, and date last contact was added to the folder.
Folder Usage Analysis (By Folder Class) - For Export	An exportable report that displays all folders by folder class. Includes owner, number of sourced and linked contacts, and date last contact was added to the folder.
Folder Usage Analysis (By Folder Owner)	Displays all folders by folder owner. Includes folder type, number sourced and linked contacts, and date last contact was added to the folder.
Folder Usage Analysis (By Folder Type)	Displays all folders by folder type. Includes owner, number of sourced and linked contacts, and date last contact was added to the folder.
Folder Usage Analysis (By Folder Type) - For Export	An exportable report that displays all folders by folder type. Includes owner, number or sourced and linked contacts, and date last contact was added to the folder.
General View Access Analysis (Post-Upgrade)	Use this report in conjunction with the General View Access Analysis (Pre-Upgrade) report to determine if your field security is mapped properly. This only applies to InterAction 5.0 Projects users upgrading to a version of InterAction with InterAction Matters, Engagements, or Opportunities. See your applicable InterAction upgrade guide for more details.
Group Analysis	Displays a list of all InterAction groups as well as the members of the group. Included in the report is a column indicating whether the report is maintained in Active Directory. For more information on Active Directory, see Active Directory and InterAction.
Inactive Converted Reports by User	Displays a list of reports that are converted from the Windows Client and are still not complete (upgrade only).
Inactive Upgraded Reports by Date	Displays a list of reports that are upgraded from the Windows Client and are still not complete (upgrade only).
Overview Report and Section Inventory - By Report	Includes each report and section (by report) and how it was configured in InterAction (for example, whether the it is active, if it displays for people, companies, or both, the user who created it).
Overview Report and Section Inventory - By Section	Includes each report and section (by section) and how it was configured in InterAction (for example, whether the it is active, if it displays for people, companies, or both, the user who created it).
Overview Report Inventory	Includes each report and how it was configured in InterAction (for example, whether the it is active, if it displays for people, companies, or both, the user who created it).
Overview Report Section Inventory	Includes each report section and how it was configured in InterAction (for example, whether the it is active, if it displays for people, companies, or both, the user who created it).
Proxy Analysis	Displays a list of all users, who are their proxies, and who they proxy for.
Proxy Analysis (Proxy Only)	Displays a list of users, who are their proxies, and who they proxy for. Users do not display if they are neither a proxy for someone or have a proxy.
Reminders Usage Analysis	Displays a list of users, the number of one-time reminders for the user, the number of recurring reminders for the user, the total reminders for the user, and reminders by type for all users (one-time, recurring, and total).
Replaced Address Formats (Post Upgrade)	This is a list of address formats that are replaced as part of the upgrade.
Report Inventory	Displays all reports in the InterAction database and their current settings. The report lists organization reports, as well as all users’ personal reports.
Report Personalization Analysis - Filters By User	For Overview reports only. Displays the Overview reports and sections where users changed the default filters.
Report Personalization Analysis - Section Inclusion By Section	For Overview reports only. Displays which sections are being included in reports by users, sorted by section.
Report Personalization Analysis - Section Inclusion By User	For Overview reports only. Displays which sections are being included in report by users, sorted by user.
Saved Search Analysis	Displays all saved searches including who can edit them and the last time they were modified.
Saved Search Analysis (for export)	An exportable report that displays all saved searches including who can edit them and the last time they were modified.
User Analysis	Displays a list of all user accounts in InterAction, as well as some information regarding the user accounts. This information includes whether the user account is linked to Active Directory, the status of the account, and the last login date of the account. For more information on Active Directory, see “Active Directory and InterAction”.
User Contact Lists Analysis	Displays all user contact lists and the number of contacts in each availability state.