Advanced Reporting | VDRPro

There are ReportPortal-specific roles are not related to Intralinks VDRPro roles. The roles are as follows:

• Company Admin - Users with this role can designate Company Admins, Add and remove users from the ReportPortal and grant users the ability to run reports for specific data. They cannot request reports. They access Advanced Reporting using the Administration Dashboard.
• Report Requestor - Users with this role can request reports based on their assigned permissions. They access Advanced Reporting using the Report Requestor Dashboard.

Provides the date and timestamp of each time a user accessed a document.

Provides details about documents that have been added to an exchange, including the document name, the user that added it and the time it was added.

Provides a list of all users across one or more exchanges. This report is useful for a multi-exchange visibility.

Provides a list of all users and their groups, including any users with no group membership.

Provides a list of users that have been added to and removed from an Exchange, including the date they were added or removed.

Provides a list of the date and time each time users logged in to an exchange. This report can be used for compliance and provides visibility into which users are accessing the exchange.

Provides a list of users that have accepted or rejected the terms & conditions for participating in the exchange. 

Provides a list of the current permissions and protections for documents by the group to which it was permissioned.

Provides the first and last date reviewers entered into an exchange. This information acts as a proxy for how long a project was open for the due diligence period and provides visibility into the total time spent per project.

Provides a high-level aggregated overview of the exchange.

Provides the total number of logins per organization for an exchange.

Provides a summary of VDR phases, allowing you to quickly see how your team's overall VDR usage is progressing.

Provides a summary of when the VDRs under your contract have been accessed. This information is useful for identifying VDRs that need new data stewards or should be archived and closed.

Provides a history of all granted permissions over time for all documents and folders on exchanges.

Lists the current business group membership role for all users.

The Active Request list shows the reports that have been requested, the type of report, the target, how often it will be run, and the status of the report. When the report has been generated, you can download it from this list. In addition, you can change or delete a request, download previous reports, and generate the report immediately.

Your company’s subscription contract with Intralinks determines the maximum number of reports that you can run without incurring additional cost. For example, 12 reports per month.

1. Click + Request New Report.
2. Select the type of report you want to request and click Next.
3. In the Report by, select the target type and click Next.
4. In the Available column select the targets and move them to the Selected column by clicking the right arrow.
5. Click Next.
6. Select the frequency to generate the report. Additional fields may be displayed based on your selection.
7. Click Create Request.

If the reports is not a one-time report, you can change the report targets and the schedule.

1. Locate the report in the Active Requests list.
2. From the Manage menu, click Change This Request.
3. Make any necessary changes in the details window (e.g., select another exchange to include in the report).
4. Click Update.

Deleting a scheduled report only stops further reports from running. The action doesn't delete previously generated instances of the report.

1. Locate the report in the Active Requests section.
2. From the Manage menu, click Delete This Request.
3. Click the Yes, Delete it.

When a scheduled report is generated, it is posted to the Available Reports section in the Portal. 

All reports are generated in CSV format. Download the report to view it.

To download a generated report, locate the report in the Available Reports section and click Download Latest Report.

1. Locate the report in the Active Requests section.
2. From the Manage menu, click Download Previous Reports.
3. Locate the version that you want and click the Download icon.