Reports can be accessed by navigating to Reports and Dashboards > Reports in the Document Workspace, QMS, or Training Admin tab collections.
QualityDocs Reports
| Name | Description |
|---|---|
| DCCs Awaiting Closure | Lists approved Document Change Controls waiting on all associated documents to be moved to Effective or Obsolete. |
| Document Periodic Review Status by Owning Department | Lists documents with the status of their periodic review for each Owning Department. |
| Document Status by Owning Department | Lists a count of documents in each status for each Owning Department. Click a number in the matrix to see the list of documents for that particular status and Owning Department. |
| Documents Awaiting Approval Initiation | Lists documents with a status of Ready for Approval. Documents will need to either manually be sent for approval or sent for approval via a DCC. |
| Documents Made Effective in the Last 14 Days | Lists documents that have moved to a status of Effective in the last 2 weeks. |
| Documents Pending Approval | Lists documents with a status of In Approval. Documents are either awaiting their own approval or the approval of a DCC. |
| Documents to be Made Obsolete | Lists documents to be made Obsolete based on their last periodic review decision. |
| Documents to be Revised | Lists documents requiring revision based on their last periodic review decision. |
| Documents with Inactive Owner | Lists documents where the Owner is an inactive user. |
| Documents with Periodic Review Starting in the Next 90 Days | Lists documents that will have their periodic review automatically started in the next 90 days. |
| Effective Documents by Owning Department | Lists effective documents grouped by Subtype for each Owning Department. |
Training Reports
| Name | Description |
|---|---|
| Curricula with Training Requirements | Lists all curricula and their associated training requirements. |
| Learner Roles per Learner | Lists the learner roles assigned to each learner. |
| Learner Training Matrix | Displays the training matrix for a learner. This includes learner roles they are assigned, curricula aligned to those learner roles, training requirements aligned to those curricula, and any documents or quizzes aligned to those training requirements. |
| Locked E-Learning Training | Lists locked E-Learning training from failed quizzes. Reset locked courses by clicking the Name link and navigating to the action menu. |
| Overdue Training Assignments | Lists open overdue training assignments. For managers, this will include the overdue assignments of their direct reports. |
| Quiz Failures by Learner | Lists failed quizzes per learner. |
| Quiz Question Analytics | Lists responses to quiz questions and the percentage answered correctly vs incorrectly. Optionally filter on a specific quiz design. |
| Quiz Status by Learner | Lists all quizzes per learner. |
| Training Assignments Due in the Next Week | Lists open training assignments that are due in the next 7 days. For managers, this will include any assignments coming due for their direct reports. |
| Training Assignments with Documents | Lists all training assignments for a learner and any documents trained on. |
| Training Matrix Assignment Completion | Lists all training assignments sent via the standard training matrix and their completion status. Optionally filter on a specific learner, learner role, curriculum, or training assignment status. |
| Training Matrix Structure | Displays the general training matrix structure. This includes learner roles and their respective curricula and training requirements. Note: This excludes individual learner roles as they are managed on a learner-by-learner basis. |
| Training On-Time Completion by Department | Lists on-time vs overdue training per department. Optionally filter on a completion timeframe or specific department. |
| Training On-Time Completion by Manager | Lists on-time vs overdue training per manager. Optionally filter on a completion timeframe or specific manager. |
| Training On-Time Completion by Month | Lists on-time vs overdue training per month. Optionally filter on a completion timeframe. |
QMS Reports
| Name | Description |
|---|---|
| All Change Controls by Category | Lists all change controls grouped by category. |
| All Change Controls by Owning Department | Lists all change controls grouped by owning department. |
| All Deviations by Category | Lists all deviations grouped by category. |
| All Deviations by Owning Department | Lists all deviations grouped by owning department. |
| All Standalone CAPAs by Owning Department | Lists all standalone CAPAs grouped by owning department. |
| Audits Awaiting Team | Lists audits that require the Team to be populated to proceed. |
| CAPA Action Closure Status | Lists all CAPA actions and their status of open or closed, as well as overdue or on-time. |
| Change Control Closure Status | Lists all change controls and their status of open or closed, as well as overdue or on-time. |
| Change Controls Awaiting Team | Lists change controls that require the Team to be populated to proceed. |
| Change Controls per Product | Lists all change controls against a given product. |
| Deviation Closure Status | Lists all deviations and their status of open or closed, as well as overdue or on-time. |
| Deviations Awaiting Team | Lists deviations that require the Team to be populated to proceed. |
| Deviations per Batch | Lists all deviations against a given batch. |
| External Audits in the Next 6 Months | Lists proposed audits against suppliers planned for the next 6 months. |
| External Finding Closure Status | Lists all external findings and their status of open or closed, as well as overdue or on-time. |
| Internal Audits in the Next 3 Months | Lists proposed internal audits planned for the next 3 months. |
| Internal Finding Closure Status | Lists all internal findings and their status of open or closed, as well as overdue or on-time. |
| Open Change Controls by Category | Lists open change controls grouped by category. |
| Open Change Controls by Owning Department | Lists open change controls grouped by owning department. |
| Open Deviations by Category | Lists open deviations grouped by category. |
| Open Deviations by Owning Department | Lists open deviations grouped by owning department. |
| Open Standalone CAPAs by Owning Department | Lists open standalone CAPAs grouped by owning department. |
| Root Causes by Category | Lists root causes grouped by category. |
| Standalone CAPA Closure Status | Lists all standalone CAPAs and their status of open or closed, as well as overdue or on-time. |
| Standalone CAPAs Awaiting Team | Lists standalone CAPAs that require the Team to be populated to proceed. |