Reports

Reports shows how capture is going: how much arrives and is finished, where work waits, how productive operators are, how well classification and extraction work, and whether exports arrive. Use the ready-made reports, build your own, save them for yourself or your team, download them, and have them e-mailed every day, week or month.

Open it from Reports in the left-hand menu. The dashboard's own Performance figures are explained further down.

Who can use it

Some reports need an extra permission: Deleted batches and pages, discarded changes reads the audit log and needs Admin.Audit.

Every report only reads batches of the Batch Setups your roles may use — also reports someone else shared with you, and also scheduled reports (they run with their owner's rights). So two people can see different numbers in the same report. See Users, roles and permissions.

Run a report

1. Click Reports in the menu.
2. Find the report under Built-in reports: type in Find a report, or click a category.
3. Click the report. It runs straight away with its usual period.
4. Change the parameters and click Run.

Each report shows only the parameters it uses.

The result

• A chart (bars or a line) for reports where a picture helps. Point at a bar or point to see its value.
• A table with a row count and the time the report was made. Click a column heading to sort by it; click again to reverse. Long results show 200 rows at a time: click Show more rows.
• A yellow note when the report had to stop early, for example "Only the first 5,000 rows are shown". Choose a shorter period or fewer Batch Setups.

Download or print

Click Export and choose:

Downloads are recorded in the audit log as ReportExported.

Built-in reports

People reports show everyone's work only to users with Reports.People; others see their own work only. | Classification accuracy | Quality | Per document type: classified automatically, classified or changed by people, flagged for review, average confidence. | | Extraction confidence and corrections per field | Quality | Per field: values found automatically, average confidence, values below the field's threshold or not valid, keyed by people, and changed by people. | | Quality check results and rescans | Quality | Pages checked, passed and failed, batches sent back to Scan, and the most common reason. | | Rejected documents | Quality | Documents operators rejected (they are not exported), with the reason. | | Batches by channel | Import and export | Batches received by browser upload, scanning, watched folders, e-mail and the REST API. | | Import sources | Import and export | Watched folders and mailboxes: on or off, last checked, batches imported and the last error. | | Export results per destination | Import and export | Per export destination: delivered, failed and waiting, attempts, last delivery and the last problem. | | Deleted batches and pages, discarded changes | Audit | Who deleted batches or pages, and who discarded changes. Needs Admin.Audit. |

How the figures are counted

• Reports by period count batches received (created) in the period. Batches received and completed and Turnaround time count batches finished in the period too, and the history-based reports (throughput, errors, people) count what happened in the period.
• Time worked counts only while a person has a batch open, from opening it to moving it on, at most 8 hours per batch. Steps finished without opening them (for example releasing a scan) count, without time.
• Changed by people counts every change of a value by a person (old and new values are in the audit log); changes by the DocView Worker do not count.
• Deleted batches no longer count in reports by Batch Setup. Their history stays and is shown to people who may see every Batch Setup. Keep archived batches and batch history long enough for the periods you report on; see Archive and retention.

Build a custom report

1. On Reports, click New custom report.

2. Data and period: choose what to report on, the period and the Batch Setups.

   Report on	One row per
   Batches	Batch: name, Batch Setup, queue, step, state, channel, pages, documents, received, finished, exported, error, turnaround and age. Also its batch fields (index fields).
   Documents	Document: batch, document type, classification and confidence, review state, reject reason, pages. Also its document fields (index fields), for example the invoice number.
   Pages	Page: size, resolution, blank, side, quality check result and reason, OCR confidence.
   Field values	Value of a batch, document or table field: value, confidence, below threshold, valid, entered by, verified by.
   Batch history	Event in a batch's life: when, what happened, step, by whom, message, duration.
   Export deliveries	Batch and export destination: delivered, failed or waiting, attempts, message.

   The period applies to when the batch was received, or for batch history to when the event happened.

3. Columns: click Add column for each column. For each, choose the field and optionally:

   • a summary: Count, Count different, Total, Average, Lowest or Highest. As soon as one column has a summary, the rows are grouped by the other columns. For example "Batch Setup" + "Count of Batch" + "Total Pages" gives batches and pages per Batch Setup;
   • for dates, a period (per hour, day, week, month or year) to group by, for example pages per month;
   • your own heading.

   Use the arrows to change the order and × to remove a column.

4. Filters (optional): click Add filter, choose a field, a condition (is, is not, contains, starts with, is more than / after, is empty…) and a value. Every filter must match. Dates compare by whole days: "Received is 2026-09-30" is any time that day.

5. Sort (optional): choose columns and directions. Without a sort, rows are newest first, and grouped rows are in order of their grouping columns.

6. Set Rows at most (up to 10,000) and a Chart (bars or a line of the summary columns).

7. Click Preview. If a column or filter does not fit, a red message says why, for example a total of a text field.

8. Click Save (see below) or Export.

Fields marked * (age, waiting time, turnaround) and comparisons on index fields are worked out after reading. Summaries read at most 100,000 rows; the report says so when there were more. Narrow the period or add filters.

Tip: "Average Turnaround (hours)" per "Batch Setup" per "Finished (per month)" on Batches makes a monthly service-level report. "Count of Batch" per "Document type" on Documents with the filter "Classified is Manual" shows which types people correct most.

Save and share reports

Click Save on a report or in the builder.

1. Give it a name and, if you like, a description.
2. Choose who can see and run it:
   • Only me;
   • People in my roles (with Reports.Manage: People in these roles), and tick the roles;
   • Everyone who uses reports (only with Reports.Manage).
3. Click Save.

Saving a built-in report keeps its parameters, so "Volume by Batch Setup, last month, Invoices only" is one click away. Relative periods move on: "Last 7 days" always means the 7 days up to the day you run it.

Saved reports are listed at the top of Reports: My reports and Shared with me (people with Reports.Manage see Other people's reports, all of them). Only the owner and people with Reports.Manage can change or delete a saved report; everyone else can open it, change the parameters for one run and Save as… a copy of their own. To change a saved custom report, click the pencil (Edit) to open it in the builder; others get Copy and change.

Saving, changing and deleting reports is recorded in the audit log as ReportSaved, ReportChanged and ReportDeleted.

Send a report by e-mail on a schedule

The DocView Worker can run a saved report on a timetable and e-mail it as Excel, PDF or CSV. An administrator must first set up e-mail under Settings › E-mail (see Settings).

1. Save the report and open it.
2. Under E-mail this report on a schedule, choose Every day, Every week (and the day) or Every month (and the day; day 31 means the last day of shorter months), the time, the format, and the e-mail addresses (separated by commas).
3. Click Add schedule.

Times are in the server's time zone and follow summer time. The report runs with its owner's current rights and the saved parameters, so a "Last 7 days" report always covers the week before it is sent. The e-mail lists the parameters and the number of rows, with the report attached.

On each schedule:

The schedule shows the Next time and the Last result: sent, or failed with the reason (for example an SMTP error, or "The report's owner no longer has an active account" when the owner's account was switched off). The last ten sendings are listed under Last sent. Reports › Schedules lists every schedule of your reports, or with Reports.Manage every schedule.

Several DocView Workers can run at the same time: each sending is claimed by one DocView Worker, so nobody gets the report twice. If no DocView Worker is running, due schedules are sent when one starts again. See DocView Workers.

Dashboard performance figures

The Performance report on the dashboard shows similar figures at a glance: how many pages go through, how many batches need no manual work, how confident extraction is, and how productive operators are. Choose Last 24 hours, 7 days or 30 days above it. It counts only batches of the Batch Setups you may use.

Key figures

Six tiles sit at the top of the report. "Completed" means the batch finished its export and was archived in the period.

Straight-through processing rate

The straight-through processing (STP) rate is the most important measure of automation. A completed batch counts as straight-through when nobody opened it in a Quality check, Classification, Index / Validate or Verify step. This happens when classification and extraction were confident and valid, so the workflow skipped those steps.

To raise the rate:

• improve classification rules or train the classifier (see Classifier training);
• add or improve finders and validation rules (see Finders and zones and Validation rules);
• check that manual steps are set to be skipped when there is nothing to do (see Workflow).

Average field confidence

Confidence is a value from 0% to 100% that extraction gives each value it finds. A low average often points to poor image quality or to finders that match the wrong text. Check scan profiles and image cleanup first.

Pages completed per hour or day

The bar chart shows Pages completed per hour for the last 24 hours, or per day for 7 and 30 days. Hover over a bar to see its pages, documents and batches. The label in the middle shows the highest bar.

Use it to see your busy times, and to check that DocView Workers keep up at peak hours. If pages pile up in automatic steps at peak times, add DocView Worker capacity. See DocView Workers.

Operator productivity

This table shows the people who worked in manual steps (for example Classification, Index or Verify) during the period:

How time is counted: time counts only while the user has a batch open, from opening it to moving it on. Time a batch waits in a queue does not count. Each batch counts for at most 8 hours, so a batch left open overnight does not spoil the figures.

The table has a row filter and an Export button for Excel (.xlsx) or CSV.

Tip: Compare operators on the same kind of work. Documents with many fields or line items take longer, so fields per hour is fairer than documents per hour for mixed work.

When nobody worked in a manual step in the period, the table says "No manual review or indexing in this period."

Errors by step

When there were errors, a list shows how many happened in each step, for example OCR, separation & classification or PDF generation & export.

• Errors in export usually mean a destination could not be reached, for example a network share or a web service.
• Errors in OCR often mean missing language data or cloud OCR keys. See OCR engines and languages.

Open the Batch Manager with the Error state to read each message and retry.

Where the figures come from

The report is calculated from the batches and their batch history, which every workflow step writes. It is not a separate data store.

• The figures are up to date each time you open the dashboard or change the period.
• Batches that were deleted no longer count. With the default Delete archived batches after (days) of 30, the 30-day view is at its limit. Keep archived batches longer if you need full 30-day figures.
• If Batch history retention (days) is shorter than the period, older history is missing from the straight-through rate and productivity figures.

See Archive and retention for these settings.

Related pages

• Dashboard
• Batch Manager
• Search
• Settings
• DocView Workers
• Archive and retention