Analytics reports

AP Essentials provides several reports that contain detailed information about document status, document volumes, performance statistics and more. The reporting system is called Analytics. Analytics reports are available via Admin Center and offer ways of browsing information in an easy-to-use interface.

All reports are expressed using UTC time.

Analytics reports are enabled on all partners by default. To access Analytics from the customer level, however, the Analytics service must be enabled on the customer account.

If you have multiple accounts in Admin Center, make sure you sign out of Analytics reports before logging in with another account.

Administrators with the Access Analytics privilege can view the reports by navigating to an organization overview page and clicking Open Analytics. The view that appears organizes the reports in the menus described below: Home, Workload, Volumes and Performance. The reports, and their contents, can vary, depending on which services you use. For example, the Workflow queue report is only available if you use Workflow services. Likewise, the availability of accounts payable information and accounts receivable depends on your role. Partner and customer group administrators have access to accounts payable and accounts receivable information if they manage both types of organizations.

Each report is interactive. You can fine-tune the information you need by clicking data points in the reports and "drilling down" into more specific information. Many reports also have filter boxes that you can use to filter the report by organization, date and other aspects. In some reports, such as the Total process time and Process time by sender reports, you can see more detailed information by hovering your mouse over the data points in the graph.

When you open Analytics, the Home menu displays a dashboard that gives you a quick overview of the system by displaying a few of the most popular reports, which are also available in the other menus. You can see the current status of documents in progress, as well as graphs from four reports: Workload overview, Volumes overview, Pending user action and Total process time.

Learn more about these other reports:

Update frequency

Analytics data is updated according to this schedule.

  • Every hour, on the hour (UTC time), data for these reports are updated:

    • Workload

    • Volume (excluding Billing)

    • Total process time

    • Process time by supplier

    • Touch rate

  • Billing data is updated once per day on each system.

    • Australia 15:07 UTC

    • Europe 02:07 UTC

    • North America 08:07 UTC

  • Total verification time by user, Verification time by supplier and Verification velocity report data is updated once per day on each system.

    • Australia 16:07 UTC

    • Europe 03:07 UTC

    • North America 09:07 UTC

  • Extraction data is updated once per day on each system.

    • Australia 17:07 UTC

    • Europe 04:07 UTC

    • North America 10:07 UTC