#Term Usage Report

The term usage report reports the quantity and location of the content within the selected scope that has been classified using specific terms.

The term usage report pulls data directly from the backend database instead of from content sources, ensuring the report reflects the most accurate and up-to-date term usage data stored in the system. For this data to be accurate, it is recommended to run a Content synchronization for search job before generating the report. Note that this process does not apply to Google Drive, which pulls data directly from the content source itself, bypassing the backend database entirely.

This report is available for the following content sources:

Create a Profile

To create a profile, complete the following steps:

1. Click Create and then select a content source. You are redirected to the Create page.

2. Configure the following information on the Create page:

   • Profile name ‒ Enter the profile name.

   • Description – Enter an optional description.

   • Term type ‒ Select the type of terms. Content that has been classified using terms of the selected type will be reported.

     • Active terms

     • Orphaned terms

       *Note: Orphaned terms are the terms that have been used to classify content in content sources first and then deleted from AvePoint Opus. Once the term is deleted, rule actions will not be executed on the classified content again.

     • Retired terms

       *Note: For the terms that have been used to classify content in content source, rule actions will still be executed on the classified content even though the terms are retired later.

   • Term selection ‒ Expand the tree and select one or more term sets/terms to specify the reporting terms. You can also use the Search feature to search for a term that is displayed in the expanded tree.

   • Reporting scope ‒ Expand the tree and select one or multiple nodes to specify the reporting scope. You can also use the Search feature to search for a node that is displayed in the expanded tree.

3. Click Save to save the profile. When the profile is created, click the profile name to view the profile details.

Edit a Profile

Once a profile is created, all profile settings can be edited. To edit a profile, select the profile, click Edit, and then edit the profile settings on the Edit page.

Delete a profile

When a profile is no longer useful, you can delete the profile from the profile table. Deleting unnecessary profiles enables you to simplify profile management.

To delete profiles, complete the following steps:

1. Select one or more profiles and click Delete. A confirmation window appears.

2. Select or deselect the Deleted related jobs and reports checkbox to define whether to simultaneously delete the related jobs and reports.

   If the checkbox is deselected, the jobs that ran before using this profile will not be deleted. You can still find the deleted profile and view the reports that were generated before using this profile on the Show report page.

3. Click OK to delete the profiles.

Generate Report

After creating a profile, you can generate a report based on the profile. To generate a report, select the profile, and click Generate report. A Generate term usage report job will start, and you can navigate to Job monitor to view the job details.

Show and Export Report

After generating a report, you can view the report and export it. To show a report, select a profile from the profile table, and click Show report. To export the report, click Export report. A download process will start in Download center. When the download process is completed, you can download the file by clicking Download.