Reports
The Reports Page provides access to various reports for Projects, Services, Documents, Work Flow, etc. for the logged-in user. Select the Reports navigation item from the main navigation menu to open the Reports Page.
These pages are Interactive, and you can actively adjust filters or drill into report objects.
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The navigation panel at the bottom of the Reports Page provides access to a broad selection of reporting categories and scopes.
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There are currently 34 Report Views available:
| Name | Description |
|---|---|
| Overview | An overview of projects, services, and documents |
| Projects | Information regarding projects. |
| Project Users | Information regarding project users. |
| Documents | Distribution of documents across projects and services, usages, statuses, and categories. |
| Document Dates | Document usage over time. |
| Project Docs | Document distribution across projects. |
| User Docs | Documents by user. |
| Docs Usage | Documents by usage type. |
| Category Docs | Documents by category. |
| Docs Processing Count | The number of documents processed over time. |
| Docs Processing Performance | The average document processing durations over time. |
| Verification Processing Count | The number of verification results produced by document processing. |
| Verification Processing Performance | The average duration for verification rules to run on processed documents. |
| Docs Flow | The flow of documents within services and between inboxes and outboxes. |
| Service Settings | Settings of services by rule type, grouping, project, service, or service type. |
| Fields by Type | Document field count by rule type, grouping, project, service, or service type. |
| Fields by Name | Document field count by name. |
| Parameters by Rule | Document parameter count by rule type, service type, project, service, grouping, or category. |
| Parameters by Name | Document parameter count by name. |
| Parameters Hierarchy | Frequency of parameters used. |
| Validation Accuracy | The average confidence values of verifications/validations. |
| Validation Providers | The average confidence values by rule type. |
| Validation Performance | The average duration of verifications/validations per provider. |
| Work Status | Report on Work Items by status, action, type, method, etc. |
| User Work by Date | Report on Work Items by status, action, type, method, etc. grouped by assigned user and date. |
| Work by Fields | Report on shred work items, grouped by field. |
| Work by User | Report on work items grouped by user. |
| Work Flow | Report on work item movement between users. |
| Work Escalation | Report on work item escalation assignment. |
| Credits | Credit capturing, bundles, and payment history. |
| Usage | Service usage over time. |
| Usage Pivot | Shows usage per service and service type. |
| User Usage Pivot | Shows usage per service and service type per user. |
| Marketplace | Shows users per project and service on the marketplace. |
| Marketplace Usage | Shows users per project and service on the marketplace. |