Knowledge

Content Utilisation

These reports show knowledge content utilisation or non-utilisation by person or team for a specified date range.

Select File > Reports > Knowledge > Content Utilisation. The Reports dialog appears.
Select from the available options:
- Content Not Utilised – shows documents that have never been used. This selection disables all the other filters, as they are not relevant to this report.
- For Last Access Date Range – shows documents used within the specified range of dates.
- By Person – if checked, shows documents used by person, date last used, usage count, title and edition number.
  If not checked, shows documents by title, usage count and last date used.
- By Team – if checked, shows documents used by team, date last used, usage count and title.
  If not checked, shows documents by title, usage count and last date used.
- By Document - shows activity for a specific document.
- By Content Module - shows only those documents contained in a specific content module.
- Order By Usage Count – if checked, orders the output by usage count. If not checked, orders the output by person/team and title.
Click Screen to display the report before printing it. (Then click the Print icon on the reports screen.) Click Printer to print the report without first displaying it on the screen.

Note: to save a report to a file, first display the report, then click the Save Report button. Enter a file name (including extension) in the file name field and then select the type of file from the Save as Type drop-down list. Click Save to save the report.

Content Update Log

This report shows details of the content received for a selected content update.

To run the report:

Select File > Reports > Knowledge > Content Update Log.

Select the required content module from the drop-down list. The default is HowNow Accountants Content.

Enter the required content update number. The default is the latest content update.

Click Screen to display the report before printing it. (Then click the Print icon on the reports screen.) Click Printer to print the report without first displaying it on the screen.

Note: to save a report to a file, first display the report, then click the Save Report button. Enter a file name (including extension) in the file name field and then select the type of file from the Save as Type drop-down list. Click Save to save the report.

Content List

This report lists the documents contained in a Content Module, and the procedural area and document type that each document belongs to.

Select File > Reports > Knowledge > Content List.

Select one of the available options:

Content Module – select the content module that you want to see the content list for. All documents in all content modules can be seen by choosing All.

Title – orders documents by their title.

Procedural Area, Document Type, Title - orders documents by their procedural area, their document type, and their title.

Procedural Area, Title, Document Type – orders documents by their procedural area, their title, and their document type.

Document Type, Procedural Area, Title– orders documents by their document type, their procedural area, and their title.

Document Type, Title, Procedural Area – orders documents by their document type, their title, and their procedural area.

Click Screen to display the report before printing it. (Then click the Print icon on the reports screen.) Click Printer to print the report without first displaying it on the screen.

Note: to save a report to a file, first display the report, then click the Save Report button. Enter a file name (including extension) in the file name field and then select the type of file from the Save as Type drop-down list. Click Save to save the report.

Expiring Documents

This report lists the documents that have expired, or are about to expire, by a selected date.

Select File > Reports > Knowledge > Expired and Expiring Documents.

Select information for each of the available options:

Content Module – select All for all documents or a specific content module.

Expiry Date – Select the date to limit the range for expiring documents. The default date is two weeks from today.

Click Screen to display the report before printing it. (Then click the Print icon on the reports screen.) Click Printer to print the report without first displaying it on the screen.

Note: to save a report to a file, first display the report, then click the Save Report button. Enter a file name (including extension) in the file name field and then select the type of file from the Save as Type drop-down list. Click Save to save the report.