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 through Admin Center and offer ways to browse information in an easy-to-use interface.

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.

Administrators with the Access Analytics privilege can view the reports by navigating to an organization overview page and selecting 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 selecting 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 moving the pointer 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:

• Workload

• Volume

• Performance

• Extraction