DMS Image Processing Management Reports

This article presents the functions that you can perform in TRANSFLO® Management Reports as a business user or report user. Advanced users can also design their own reports. The available reports are selected from a menu which is divided into sections based on report type.

Each report is accessed by clicking its name in the Reports menu on the left side of the Home page.

If you cannot see this menu, click Home on the toolbar.

Note: If you are not using the Import application to assign an Import activity to a batch, it is important to ensure that the clocks on the TRANSFLO® Server, and TRANSFLO® Database SQL Server are in sync. This way, the Import activity timestamps will display correctly.

As a report user, you need only a supported web browser to run reports. Use Google Chrome or Microsoft Edge (with an available option to reload pages in Internet Explorer mode to support legacy applications).

Tip: A pending 2022 Q3 (July-August-September) Transflo DMS update will remove IE 11 dependencies. Contact your Transflo account manager or our Sales and Support team to arrange an upgrade.

In the Reports menu on the left side of the Home page, select a report.

TRANSFLO® Management Reports allows you to quickly generate reports detailing numerous aspects of your TRANSFLO® Imaging and image processing systems. The reporting component integrates with Microsoft SQL Server, MSDE, and DB2.

The content of each report is based on your criteria. Each report can be viewed either in your web browser, in Adobe Acrobat as a PDF file, or as a comma-separated value (CSV) file, in the spreadsheet application of your choice.

The Management Reports Subscription feature allows you to configure most reports, so that they can be emailed to a person or group of people at regular intervals. All configuration settings, including changing your Username and Password, are performed using the TRANSFLO® Administration Tool.

A series of three (3) convenient text link buttons at the top-right provide three common options:

  • Home: Click this option to return to the main Management Reports page, from other pages.

  • Print: Click this option to print the contents of the report area, which is the main portion of the page.

  • Logout: Click this option to log out of Management Reports.

  1. To print a report, click Print on the toolbar, to open the Microsoft Windows® Print dialog box.

  2. In the Print dialog box, on the General tab, select the printer that you wish to use, as well as the page range and number of copies to print.

  3. Configure any settings on the other tabs of the dialog box if necessary, and then click the Print button.

  • Microsoft Windows® Server 2016

  • Microsoft Windows® Server 2019

The following is a list of required third-party software:

  • Microsoft SQL Server 2019 (for administrators or developers)

  • Adobe Acrobat Reader DC (if you wish to print or generate PDF files from reports).

  • Google Chrome or Microsoft Edge (with an available option to reload pages in Internet Explorer mode to support legacy applications)

Tip: A pending 2022 Q3 (July-August-September) Transflo DMS update will remove IE 11 dependencies. Contact your Transflo account manager or our Sales and Support team to arrange an upgrade.

  • Only the Detail by Batch ID, Average Processing Time, and Imported but Not Invoiced reports can be viewed in real time. Most other reports require an industry-standard time delay for the background ETL process that extracts, transforms, and loads the report data.

  • The From email address used for Management Report Subscriptions is the email address of the User that created the subscription (i.e: The user logged into Management Reports when the subscription was created). To change the email address of that user, you would need to do so in the Admin Tool, under that User's account.

  • When a subscription is loaded by editing the subscription, all saved configuration will be loaded and will persist for the Criteria tab. In other words, all data entered in the Criteria tab of the report will be visible in the saved subscription's Criteria section but will not affect the saved subscription's already defined values.

  • When either on the Criteria or Subscription tab, the left pane for the document class to search and select, will display the same last entered value. This does not affect the saved subscription and does not affect the live report, because is not part of the report criteria. This allows for changes made to the Criteria tab to be available in the Subscription tab and vice versa, when running a report.

  • The last time the Management Reports Roll Up job ran is displayed in the Report Viewer header as:

    Last updated: [Date][Time][CustomerTimeZone]

  • The last updated date/timestamp displayed, at the top of the Management Reports site, displays the last time that new data was updated, to be included in the reports.

  1. When first opening Management Reports in your web browser, you are presented with a login screen shown below.

  2. In the Login ID/Email box, type your Username or e-mail address, whichever you have been instructed to use.

  3. Type your password in the Password box and then click the Login button.

  4. If the login information that you typed is not valid, a message will appear stating that the login failed. You are allowed three (3) login attempts. On the third consecutive failed attempt, the System will notify you that you have reached the maximum number of login attempts and prompt you to exit the browser and try to log in again.

  5. Once you have successfully logged into the Management Reports application, you can log out at any time, by clicking Logout on the toolbar.

The Management Reports interface has four tabs:

  • Criteria

  • Report

  • Charts

  • Subscription

When you create a report, you are specifying report criteria that is submitted as a query to the database. The results of the query are then returned in the form of a structured report, table, grid, chart, or as a spreadsheet file.

The most basic criteria for most reports is the date. Report dates are usually based on a date range, although certain reports also allow the option of viewing report data, hour-by-hour, for a single date (these are the Index User Productivity and Count by Origin/User/Location reports).

After entering the date criteria, the next step in configuring a report is to specify other report criteria, such as Doc Class or user.

This criteria will determine the content of the report.

Once you have supplied all of the required report criterion, the report may be submitted.

In addition to the Web report format specified earlier, you have the option of having the report data returned in a comma-separated value (CSV) format, which can be saved for viewing in any standard spreadsheet application.

All reports are also available in Adobe PDF format.

You can also schedule running the report to run at regular intervals and send the report to an email mailing list.

This feature is configured on the Subscription tab.

Note: By design, only the Password can be changed for the built-in Global User Accounts of Administrator and Pegasus, so you would need to create a Global User other than those two and set the From: email address for that user, then you can create the reports with that user.

- OR -

leave the From: email address for that user blank and then navigate to C:\Program Files (x86)\Pegasus TransTech\TRANSFLO® Server\TRANSFLO® .ReportAgent (default install location) and open the Transflo.ReportAgent.exe.config file, with Notepad or a text editor, and add the following line within the appSettings tags, supplying the email address you want the report subscriptions to come from in the value field: <add key="ReportAgentEmailSender" value="rptadmin@transflo.com"/>

Note: A report cannot be displayed on the Report tab, if it contains more than the maximum number of allowed rows.

By default, this maximum is 5,000 rows.

If a report exceeds the maximum number of rows, you must either open or save the report as a CSV file, or view it as a PDF file, by clicking the link provided on the Report tab.

This section contains an overview of the four categories of reports that can be produced using TRANSFLO® Management Reports, and also provides a quick description of each report contained in each of these categories.

The Express Index Accuracy Reports measure the overall effectiveness of the Express Indexing Solution. Additionally the Express Indexing reports facilitate identifying and troubleshooting issues that may arise with your Imaging Solution. Your Accuracy Reports are available in a easily accessible single report interface: Express Index Accuracy Reports.

Express Index Statistics Report

The Express Index Statistics report measures the accuracy by which your Optical Mark Recognition (OMR) software recognizes your forms in Gateway OMR Queues.

Summary information is displayed by Document Class, and is sorted by Insert Date, which is the original date when the Document entered your system.

Express Index Statistics by Doc Type Report

The Express Index Statistics by Doc Type report lists Express Index Statistics by Document Type for a date period and shows Documents Identified Correctly and Incorrectly.

It gives a snapshot of all the documents processed through OMR software by Document Type for a date range and lists the overall Identified and Unidentified percentage of these documents.

Express Index Reject/Pass Report

The Express Index Reject/Pass report provides the Batch Id for any Document that was read by your OMR software and was either passed or rejected by an End User or the TRANSFLO® system.

Express Index Unidentified by Doc Type Report

The Express Index Unidentified by Doc Type report displays Express Index Batches containing Unidentified documents by Document Type and Date, for a selected period.

Forms Identified Incorrectly Report

The Forms Identified Incorrectly report displays Express Index Form Ids of forms that were identified incorrectly for a date range.

It is grouped by Document Class and then by the date that the Documents were inserted into the TRANSFLO® System.

TRANSFLO® Management Reports includes several Productivity Reports: Index User Productivity, Count by Indexed Document Type, Count by Origin/User/Location, Origination/Indexing/Import, Origination Trend by User, and Documents Imported But Not Invoiced.

Average Processing Time

Within your specified date range, the Average Processing Time report summarizes the average document processing time (measured in hours) from origination to Index, origination to Import, and origination to Rendition Print. These metrics are also rendered on the Average Processing Time chart. The Average Processing Time chart shows average processing time in hours on the y-axis for dates in the date range on the x-axis. A pie chart is also available for this report.

Count by Indexed Document Type Report

The Count by Indexed Document Type report measures the number of processed documents, arranged by Indexed Document Type.

Count by Origin/User/Location Report

The Count by Origin/User/Location report measures the number of processed Batches and documents, displayed by Origin Application and Insert Date. This report can be narrowed down by User ID or Location ID.

This report contains trend charts that display the document origination trends by the relevant applications, over the date range entered on the Criteria tab. The trend chart shows document count levels (on the y-axis) for dates in the selected date range (on the x-axis). A pie chart is also available, showing a comparison of documents originated by each application.

Documents Imported but Not Invoiced Report

The Documents Imported but Not Invoiced report allows a user to select the start date (From Date), Exclusion Period, and Document Class and then returns a list of uniquely keyed documents that have been imported into the imaging system, but not invoiced from TRANSFLO® Rendition Print. The report is sorted first by Document Key and then by Origin User Name.

Documents that are imported on or after the import date, and that were not printed from Rendition Print (minus the Exclusion Period specified) are listed on the report. When the report is generated, the system excludes those documents where the difference between the import date and time and the invoiced date and time is less than or equal to the Exclusion Period specified.

Index User Productivity Report

The Index User Productivity report is used to view indexing statistics for all TRANSFLO® IndexUsers.

The report tracks the total number of documents Accepted, Passed, and Rejected per user, as well as the indexer’s rate in pages per hour.

This report contains a chart which displays the document origination trends by the selected Users, over the selected date range.

This trend chart shows count levels (on the y-axis) for dates in the date range (on the x-axis).

Origination Trend by User Report

The Origination Trend by User report is used to track the total number of originated documents for each user over a specified date range.

This report contains an Origination Trends chart that displays activity trends by Activity Type over the date range entered on the Criteria tab.

The Origination Trends chart displays document count levels (on the y-axis) for dates in the date range (on the x-axis).

A pie chart is also available for this report.

Origination/Indexing/Import Report

The Origination/Indexing/Import report is used to track the total number of documents which were Originated, Indexed, and Imported for a specified date range.

This report contains an activity trend chart that displays activity trends by Activity Type, over the date range entered on the Criteria tab.

The trend chart shows count levels (on the y-axis) for dates in the date range (on the x-axis).

A pie chart is also available for this report.

Three (3) System reports provide statistics on the state of your TRANSFLO® System.

Detail by Key/Batch ID Report

The Detail by Key/Batch ID report is used to show all activities such as Accept, Import, or Print related to a particular batch. The report tracks the origin application, the date and time when each activity was performed, and the name of the user who performed it (if applicable). The report can be generated for a particular Key value or Batch ID. In the report criteria selection, the User selects the document class and enters a corresponding Key value or Batch ID. This report is sorted within each batch, first by Batch ID and then by Document.

Processing Snapshot Report

The Processing Snapshot report displays real-time statistics of processing locations in the TRANSFLO® system and is sorted by Application. This report tracks the current location of work, the number of Batches in each location, and the number of documents within each batch.

Workflow Activity by Key

The Workflow Activity by Key report displays Case history for a given Key value pair.

It shows all of the Cases, the Procedures, Procedures Steps, Queues, Activities, and Activity datetimes for the given Key value.

Four (4) Workflow reports provide statistics of your TRANSFLO® Workflow system.

Case Detail by Key

The Case Detail by Key report shows all Workflow Case activities by Key Field.

Missing Documents Snapshot

The Workflow Missing Documents Snapshot report displays real-time statistics of Workflow Cases waiting for missing Documents, by monitoring the Missing Documents-sub-procedure.

Workflow Processing Snapshot

The Workflow Processing Snapshot report displays real-time statistics of Workflow Cases by Procedure. This report tracks the current Workflow Queues for each Procedure, and the number of Cases in each Queue.

Workflow Productivity

The Workflow Productivity Report shows the number of Cases processed by each User, for each Procedure.