Generating Account Reports
Available on the following plans:
Professional
Enterprise
This feature is only available to Account Administrators.
Generating a Report in Strategic Roadmaps
The ability to generate reports is important for many team administrators as it allows them to keep their finger on the pulse of their team's day-to-day work in Strategic Roadmaps. Administrators are able to generate several types of reports in Strategic Roadmaps that can provide them with more context into how their roadmaps and fields are being used and give them a high-level view of all users on the account.
At this time, reports can only be generated while logged into a Strategic Roadmaps account with administrative privileges. By navigating to the Reports tab on the Account Settings menu (shown in the screenshot below), administrators can easily pull these reports in CSV format at a moment's notice - without needing to file a request ticket to have these reports generated.
Available Account Reports
Roadmap Usage Report
The following details for each roadmap on the account will be visible on this report:
Name - The name of the roadmap
Owned By - The current owner of the roadmap
Members - The names of team members with whom the roadmap has been shared
Member Count - The number of team members with whom the roadmap has been shared
Create Date - The date when the roadmap was first created in Strategic Roadmaps
Last Edited - The date when the roadmap was last edited in Strategic Roadmaps
Field Usage Report
The following details for each field on the account will be visible on this report:
Name - The name of the field
Field Type - The type of data held in this field (more details can be found here)
Level - The visibility level of the field - Account-Level or Roadmap-Level
Create Date - The date when the field was first created in Strategic Roadmaps
Roadmaps - The number of roadmaps currently using this field
Members - The names of team members with edit permissions for this field
Values - If applicable, a list of values that belong to that particular field
Published Roadmap Report
The following details for each published roadmap on the account will be visible on this report:
Roadmap Name - The name of the roadmap
Roadmap Owner - The current owner of the roadmap
View Name - The name of the view on the roadmap which has been published
Last Published Date - The date that the most recent publish was triggered
Auto-Publish - The time-based cadence at which the roadmap publishes a new version
Publish Status - Indicates whether publishing is triggered automatically or manually
Security - Indicates which type of security is enabled on the published roadmap
Roadmap State - Indicates whether the roadmap is active or archived
Published URL - The URL of the published version of the roadmap
Roadmap View URL - The URL of the source version of the published roadmap
User Report
The following details for each user on the account will be visible on this report:
Last Saved - The last time a change (permissions, sharing, etc.) was applied for this user
First Name - The users' first name
Last Name - The users' last name
Email - The user's email address
Account Role - The user's account role (Account Admin, Collaborator, or Reviewer)
Authentication Methods - A list of authentication methods the user has setup in-app
Active - Is the user currently active in the system?( "Yes" for active and "No" for inactive)
Last Login - The date when the user was last successfully logged into Strategic Roadmaps