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Reporting


Activity Report

The Activity Report details actions completed in KeyNavigator by all users in your company. Use the filters to narrow down the results. You can also print the report or download to PDF or XLS formats to save offline.

  1. Select view activity in the Company Users section on the Self Service Homepage

  2. Select edit to update filters

  3. Update filter options and click view to generate the customized report

  4. Print the report or download to PDF or XLS formats to save offline

Maintenance Report

The Maintenance Report details actions completed in Self Service by users at your company with Self Service access (Maintenance, Secondary Approver, View Only, User Reporting). Use the filters to narrow down the results. You can also print the report or download to PDF or XLS formats to save offline.

  1. Select view maintenance in the Company Users section on the of the Self Service Homepage

  2. Selecting edit to update filters

  3. Update filter options and click view to generate the customized report

    Note: For companies with secondary authorization, some events will include a view detail link. Click to view the details of the request.

  4. Print the report or download to PDF or XLS formats to save offline

Services Summary Reports

Services Summary reports detail existing set-up for all services or an individual service at the company level, by user, or by account.

The reports can be accessed in Company Services, User Services, or Account Services and exported to PDF and/or Excel format.

Company Services Summary Reports

  • Services Summary: All user and account access for all company services
    • Self Service Homepage > Company Services section

  • Services Summary: All user and account access for an individual service
    • Self Service Homepage > Company Services section > choose a service > Company Services page > Services Summary - All Users section

User Services Summary Reports

  • User Services Summary: Individual user’s access for all services
    • Self Service Homepage > Company Users section > choose a user > User Detail page > User Services section

  • User Service Summary: Individual user’s access for an individual service
    • Self Service Homepage > Company Users section > choose a user > User Detail page > User Services section > choose a service > User Services page > Services Summary section

Account Services Summary Reports

  • Account Services Summary: Individual account’s access for all services
    • Self Service Homepage > Company Accounts section > choose an account > Account Detail page > Account Services section

  • Account Service Summary: Individual account’s access for an individual service
    • Self Service Homepage > Company Accounts section > choose an account > Account Detail page > Account Services section > choose a service > Account Services page > Services Summary section