Transflo DMS Management Reports
Four (4) categories of reports can be produced using TRANSFLO® Management Reports. The following article provides a description of each report by category.
Accuracy Reports
The following Accuracy Reports measure the overall effectiveness of the Express Indexing Solution and help you identify and troubleshoot issues that may arise with your Imaging Solution.
Express Index Accuracy Reports
The Express Index Accuracy Reports measure the overall effectiveness of the Express Indexing Solution. Your Accuracy Reports are available in a easily accessible single report interface. Select Express Index Accuracy Reports. The Express Indexing reports also facilitate identifying and troubleshooting issues that may arise with your imaging solution.
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 provides the Batch Id for any Document that was not identified by your OMR software.
This report is grouped by Document Type.
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.
Productivity Reports
TRANSFLO® Management Reports includes several Productivity Reports: Average Processing Time, 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 Report
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, for a specified date range.
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.
Additionally, this report can be narrowed down by user ID or location ID, if so desired.
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 returns a list of uniquely keyed documents that have been imported into the imaging system, but not invoiced from TRANSFLO® Rendition Print.
In the report criteria selection, the user selects the start date (From Date), Exclusion Period, and Document Class.
Documents that are imported on or after the import date, and that were not printed from Rendition Print (minus the Exclusion Period specified), will be 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.
The report is sorted first by Document Key, then by Origin User Name.
Index User Productivity Report
The Index User Productivity report is used to view indexing statistics for all TRANSFLO® Index Users.
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.
System Reports
The 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.
Workflow Reports
The Workflow reports provide statistics about your TRANSFLO® Workflow system.
The procedures available for selection when running any of the four (4) workflow reports are determined by the procedures the Administrator configures on the Procedures menu item in the TRANSFLO® Administration Tool for the document class associated with the reports. To configure the Procedures menu item, see the Workflow Reports Configuration.
Case Detail by Key
The Case Detail by Key report shows all Workflow Case activities by Key Field.
Workflow 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.
