> For the complete documentation index, see [llms.txt](https://docs.keyfax.biz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.keyfax.biz/product-suite/admin/reports.md).

# Reports

To access, select Reports from the Main Menu. A number of standard reports are provided as well as a dashboard. 

<figure><img src="/files/AhzULnV3XoZjg5o8QFo7" alt=""><figcaption><p>Reports Dashboard</p></figcaption></figure>

Standard reports are displayed in the **Report Selector**.

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Advanced users may wish to create their own reports using a suitable Report Builder application. For further information, contact Omfax Systems.
{% endhint %}

### Standard Reports

<table><thead><tr><th width="265">Report Name</th><th>Description</th><th data-hidden></th></tr></thead><tbody><tr><td>Dashboard</td><td>Shows a summary of the system on a user specified day together with a summary of the system for the previous six months from the day the report is run.</td><td></td></tr><tr><td>List of Markers</td><td>Lists all or user specified markers in a script type. The user can change whether to show markers that are referenced in scripts or not.</td><td></td></tr><tr><td>List of Messages</td><td>Lists all or user specified messages in a script type. The user can change whether to show messages that are referenced in scripts or not.</td><td></td></tr><tr><td>List of Priorities</td><td>Lists all or user specified priorities in a script type. The user can change whether to show priorities that are referenced in scripts or not.</td><td></td></tr><tr><td>List of Services</td><td>Lists all or user specified services in a script type. The user can change whether to show services that are referenced in scripts or not.</td><td></td></tr><tr><td>List of Tasks</td><td>Lists all or user specified tasks in a script type. The user can change whether to show tasks that are referenced in scripts or not.</td><td></td></tr><tr><td>Feedback</td><td>Lists all the feedback received within a date range.</td><td></td></tr><tr><td>Order History</td><td>Shows the order history for a user specified date range, including the number of users per month. Note that it is possible that History is not captured in your installation. Please contact Support if in doubt.</td><td></td></tr><tr><td>Summary by Category and Topic</td><td>Lists a summary of the usage by category and topic for a user specified date range alongside the top categories for that date range.</td><td></td></tr><tr><td>Summary by User and Category</td><td>Lists a summary of the usage by user and category for a user specified date range alongside the top users and top categories for that date range. Details specific to a single user can be requested.</td><td></td></tr><tr><td>Summary of Markers Logged</td><td>Lists a summary of all or user specified markers logged within a user specified date range alongside the top markers logged for that date range.</td><td></td></tr><tr><td>Summary of Priorities Logged</td><td>Lists a summary of all or user specified priorities logged within a user specified date range alongside the top priorities logged for that date range.</td><td></td></tr><tr><td>Summary of Services Logged</td><td>Lists a summary of all or user specified services logged within a user specified date range alongside the top services logged for that date range.</td><td></td></tr><tr><td>Summary of Tasks Logged</td><td>Lists a summary of all or user specified tasks logged within a user specified date range alongside the top tasks logged for that date range.</td><td></td></tr><tr><td>User Information</td><td>Shows all or user specified users of the Keyfax system alongside the number of active/inactive users and last five active users.</td><td></td></tr><tr><td><mark style="color:blue;"><strong>'By Scriptpath' Reports...</strong></mark></td><td><p>The following reports are designed to report System and Master script references with a Script Set name of ‘System’ and ‘Master’ respectively. Rows will appear in the following sequence: </p><p>• System scripts</p><p>• Master scripts then </p><p>• Set level Scripts (alphabetically)</p></td><td></td></tr><tr><td>Markers in Scripts by Scriptpath</td><td>Lists all or user specified markers and where they can be found within a script.</td><td></td></tr><tr><td>Messages in Scripts by Scriptpath</td><td>Lists all or user specified messages and where they can be found within a script.</td><td></td></tr><tr><td>Priorities in Scripts by Scriptpath</td><td>Lists all or user specified priorities and where they can be found within a script.</td><td></td></tr><tr><td>Services in Scripts by Scriptpath</td><td>Lists all or user specified services and where they can be found within a script.</td><td></td></tr><tr><td>Tasks in Scripts by Scriptpath</td><td>Lists all or user specified tasks and where they can be found within a script.</td><td></td></tr><tr><td>Scripts</td><td>Lists the script, as seen by an operator, for a user specified topic and highlights the rows where there is a change of script.</td><td></td></tr><tr><td>Cancelled Scripts</td><td>Lists scripts that were cancelled before completion, drawn from the cancellation audit log. Results are grouped by Script Set, script type, Category, Topic and the path taken through the script, with a count of cancellations for each — so you can see exactly where in a script users are dropping out. Filterable by From/To date-time range and Script Set, plus a Type picker that selects one cancellation kind at a time: User Cancelled, Script Jump Cancellation (the script itself jumped to a cancel), or User Abandonment (session timed out after 20 minutes of inactivity).</td><td></td></tr><tr><td>Audit History</td><td>Report how often results of a diagnosis have been overridden by the operators. This report allows you to see instances where the priority has been overridden and the reason given. Also any time a tenant responsible repair has been logged as re-chargeable.</td><td></td></tr><tr><td>Search Requests</td><td>Lists all tree-search requests made by users at the category/topic level, covering both Staff and Self Service operators. Data comes from the search audit log and is grouped by Script Set, script type and the search text entered, with a total count of results found for each search. Filterable by From/To date-time range and Script Set.</td><td></td></tr><tr><td>Script Flows</td><td>Generates a script flow diagram for every script in the chosen Script Set (or the Master scripts). You pick a Script Set and optionally narrow to a single category/topic before running it. Note this is a long-running report — it can take more than 20 minutes to complete.</td><td></td></tr><tr><td>TSM - Historic</td><td>Shows a historical line chart of Tenant Satisfaction Measure results across the last several reporting years (up to 10, each running April–March). For each TSM question it plots total responses, satisfied count and percentage satisfied per year, so trends over time are visible. An "LCHO Stock" checkbox restricts the results to low-cost home ownership tenants.</td><td></td></tr><tr><td>TSM - Time Period</td><td>Shows a table report of tenant satisfaction results for a chosen date range, formatted to comply with the Tenant Satisfaction Measures Direction (1st October 2026). The From/To dates default to the current reporting year (1 April – 31 March), and the "LCHO Stock" checkbox splits out LCHO tenants. For each TSM question it reports total valid responses, satisfied count and percentage satisfied (excluding "N/A"/"Don't know" answers).</td><td></td></tr><tr><td>TSM - Raw Data</td><td>Shows the raw, question-by-question response data collected from the TSM Questionnaire, intended for export rather than on-screen analysis. Filterable by the same From/To reporting-period dates and the LCHO Stock checkbox. Useful for submitting or independently verifying the underlying survey data.</td><td></td></tr><tr><td>TSM - Homes Responded</td><td>Shows the number of homes that responded to the TSM Questionnaire, grouped by any categorisation applied by the TSM Keyfax script. Like the other period-based TSM reports, it takes a From/To date range (defaulting to the current April–March reporting year) and an LCHO Stock filter. This gives a response-coverage picture to sit alongside the satisfaction percentages</td><td></td></tr></tbody></table>