Report usage
Purpose
Over time, user reports in Planon can accumulate — especially in organizations with many users or a long history. The Report usage level in the Reporting hub gives administrators insight into which reports are actively used and which are candidates for clean-up, without having to check each individual TSI.
What is tracked
For each user report in the system, a usage record is automatically maintained. The record shows:
Field
Description
User report
Reference to the report definition.
BO definition
The business object to which the report belongs.
Usage count
Total number of times the report has been used since the last reset.
Last used date
Date and time the report was last used.
Last used by
The user account that last ran the report.
Usage reset date
Date the usage count was last reset (or the date the record was created).
Usage is counted for all contexts in which a report can be executed: Print & Preview (including Save As), Alerts (mail templates, attachment mail templates, recipient reports), and Data-only reports.
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Usage data is collected in the background and written to the database at regular intervals. There may be a short delay before the most recent usage is reflected.
Navigating report usage
Report usage is the third level of the Reporting hub. The data shown depends on your selection on the levels above:
No specific selection (root node) on the Business objects or Reports level — all usage records for all user reports in the system are shown.
Selection on the Business objects level — only usage records for reports belonging to the selected business object(s) are shown.
Selection on the User reports level — only usage records for the selected report(s) are shown.
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Report usage is not available when the System reports step is active on Level 2. Switch to the User reports step to access usage data.
Selection and filtering
Both single select and multi-select are supported on the report usage level.
The element list displays the report name, business object name, and usage count for quick scanning.
Use Quick search to filter by BO definition or user report reference.
Standard filtering is available on all fields shown in the data grid.
Resetting usage data
The Reset usage data action sets the usage count back to zero and records the current date as the new reset date. This allows you to track usage over a specific period, for example:
Reset at the beginning of each quarter to measure quarterly report activity.
Reset annually to identify reports that have not been used in a full year.
The reset action can be applied to:
A single report usage record.
Multiple records at once using Action on selection.
Creating a report on usage data
The Report action on the report usage level allows you to create a user report on the usage data itself. This enables you to export or further analyze report usage across your system.