FF: Episode 53 (December 6th, 2024) : UCM Support

UCM V5.0.5 Release

The Tabs at the top of the system allow you to report across the entire system for those elements
- Per Contract Container reporting is also available in a Container under the related Tab as well, but is only usually used if a Container has a lot of Attachments/Notes/Reminders
The information you see on these Tabs will vary between End Users, as Permissions take precedent over any data that could be displayed on these Reports
- All data Fields available in the system will still show as available Columns and Filter criteria, but if the User cannot access the Data, the Fields will show as blank

Primary Reporting area, as it contains all the System and Custom Field Data
The most robust of all the Reporting areas:
- Most Filter Criteria
- Individual User Sharing
- Scheduling Reports
- Multiple Export Options

Used to both Report on Attachment meta-data, as well as Back-Up Documents from Multiple Containers
Attachment Views can be Filtered Down by Contract Views, making it easier to Back-Up documents from just specific Containers
Attachment Back-Ups have a file size limit that you will need to request be removed through UCM Support

Notes can be used to help run “When was this Workflow Approved” reports if you are using Workflow Approvals, which require Notes
Milestones & Activities are primarily used by Admins/Managers to see activity and outstanding items of Other Users
- Each User has a pre-filtered, personal, Milestones & Activities report in the Notification Center
Tables Reporting Tab is for systems that use Sub-Tables and want to report across all Contracts that have multiple Sub-Table Records
- View Configuration is unique here as well, but works very similarly to Contract Tab

User Folder Permissions/Folder Security Settings Report
- Two sides of the same report
- User Folder shows all Folders the User has access to
- Folder Security shows all User who have access to the Folder
User Security Settings & Contract Entry shows specific Contract Type, Workflow, Template Restrictions
User History Report will show all User activity over the selected date range
Other reports are not commonly used now as we’ve improved both Additional Access as well as adding Milestone Status to Reporting to replace those Reports

Contracts Tab allows for individual User Sharing while other Report Tabs will Share with All Users
Contracts Tab the only Reports that can be pre-scheduled and/or repeated automatically
User Permissions take precedent over all shared information, so “oversharing” Reports will only cause potential confusion to Users who may not need it, but never show Data or Documents they should not see