The following reports are available for the Documents module: Form Letter Usage by Status, Form Letter Usage Report, Letter Frequency Report and Pending Form Letters.
This report allows you to report on form letters by status. You can sort the report by code and status, status and code, completed or pending mail count. The Form Letter Usage report displays the following columns: Letter Name and Version, Status, Issue Code, Description and Usage (i.e. the number of Pending and Completed mail records containing the form letter).
The Form Letter Usage Report lists the name of the Form Letter, its Status, who its Assigned To, when it was created, review date and the number of pending and completed mail records containing the form letter.
You can sort the report by letter name, creation or review date (ascending or descending) or by approval status and letter name. Choose the sort order by clicking in the Sort by field on the criteria page and selecting one of the six options. The report criteria also includes the option to include Targeted Mail or Workflow Mail.
The Letter Frequency Report shows the names of all form letters in mail records with closed dates that fall within a specified range. The report does not check the Outgoing method, and reports on all methods (U.S. Mail, E-Mail, and so forth). You have the option to include Targeted Mail and Customized Letters. The report lists the form letter name and version (sorted by frequency of use), the number of times the letter was sent during the selected date range, and its percentage of the total letters sent during the date range.
This report shows all form letters that appear in the Letter Name field of pending mail records. The report does not check the Outgoing method of the mail records, and reports on all methods (U.S. Mail, E-Mail and so forth). You have the option to limit the report to selected document owners, and sort it by Pending Mail Count, Letter Name or Document Owner. The report lists the form letter status (A for Active or I for Inactive), letter name, owner, description and total pending mail count. Note that the owner is the staffer in the Assigned To field of the form letter record and not the mail record. In addition, the total pending mail count includes the total number of people associated with the targeted mail record. So for example, a targeted mailing to 200 people would be counted as 200 in the total pending mail count for the form letter.