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Reports

Reporting in FSTA Direct is available chiefly for Local administrators, although a couple of reports (indicated with an asterisk below) are also available to standard users. You can access FSTA Direct reports in Administration by clicking on the Reports label in the light blue menu bar and selecting View reports.

The general procedure, unless noted otherwise, is to set a date range for the report first and then to click on the report name and select any options before viewing the report. Export options are described below.

Setting a date range

Use the calendars to select and set start and end dates, or overwrite the default dates in the boxes directly.

Select a report

Click on the heading for the report you wish to run. Local administrators can choose from

1 Account usage summary year to date
Provides a monthly breakdown of the total numbers of searches run*, sessions, and turnaways, with a year-to-date (YTD) total. No date range is required for this report.

2 Records viewed - by user and source
For the selected date range summarises the number of records viewed by each user on your account, and the method by which they viewed the records. If your account is a prepay account then the associated record charges are shown as well. There are options to present the total numbers by week or by month.

3 Turnaways - by user
For the selected date range shows a list of the turnaways (failed log ins due to the number of authorised users limit for your account) being reached. Contact IFIS Publishing if you would like to discuss raising the limit.

4 Sessions - by user
For the selected date range summarises the number of sessions used by each user on your account.

5 Searches run - by user
For the selected date range summarises the number of searches run* by each user on your account. The numbers are divided according to the type of search interface used. There are options to present the numbers by week or by month.

6 Searches producing no results
For the selected date range summarises the searches that have been run in your organisation that have produced no results. The report lists searches by date and time and includes the search syntax that was used. This may be of assistance in identifying search errors among users.

7 All saved searches - by user
Summarises the saved searches for each user in your organisation, including those not set to be Alerts. The report displays saved search names, search syntax and if appropriate, the Alert properties for each search.

8 My records viewed†
Also available to standard users, for the selected date range this report shows the number of records viewed by source for the current logged in user. If the account is a prepay account then the associated record charges are shown as well.

9 My searches run†
Also available to standard users, for the selected date range this report shows the number of searches run* by type for the current logged in user.

10 Summary of transactions
For prepay local administrators only, this report shows for the selected date range a summary of the transactions on your organisation account that result in charges or credits to that account. If your account is set up so that all users use the units assigned to the organisation account (rather than separate allocations), then charges due to searching activity are also shown here. Please note that all times in this report are for Pacific Standard Time (PST, i.e. GMT -8 h).

Notes
* The count of the number of searches run does not include those in the current session
† Standard users have just these reports available.

Export

All reports can be exported to PDF (for email or printing) and to Excel file formats.

Select the format from the drop-down menu and click on Export.