Analytics reports: Volume

The Volume menu contains reports about historical document volumes. These reports can help you understand historical development and load distribution. The Volume menu contains these reports:

Overview - Displays successfully processed documents and deleted documents. You can choose custom date ranges and drill down by organization.
By organization - Displays documents processed per day, grouped by organization down to the buyer/seller level. You can choose custom date ranges.
By user - Displays the number of documents processed per user according to document status (Document created, Document verified, Document rejected, Document deleted) in the specified time period. You can choose custom date ranges.
By sender - Displays the number of documents processed grouped by the sender (supplier/customer). Use the Account type box to filter accounts by accounts payable and accounts receivable. You can choose custom date ranges. Hover your mouse over the graph to see more detailed information.
Annual comparison - Displays year-over-year comparisons of successfully processed documents.

Document processing - Displays the current number of in-progress, rejected, processed and deleted documents. The basis for this report is the number of documents received during the specified time period. Unlike other document volume reports, in this report the Received documents equal the sum of the other statuses.

Example

In this example, a date is specified. One hundred documents were received during that time, and of those 100 documents, 50 were successfully processed, 10 were rejected, 20 were deleted, and 20 are in progress (100 = 50+10+10+30).

Organization	Received	Successfully processed	Rejected	Deleted	In progress
Buyer 1	100	50	10	20	20

Billing - Displays information that you can use a basis for billing customers. This view has two reports in CSV format that you can download, a default report, and a detailed report. Select Download to obtain the default report and select Download detailed to obtain a detailed report.

The billing view is not visible to customer administrators. Partner administrators can view billing reports for all customers they oversee, even when accessing Analytics at the customer level.

Customer account	The customer account that processed the documents.
Suborganization	The buyer/seller that the documents belong to.
Line items	The number of documents that have been processed using a document type that interprets line items.
Verified	The number of documents that have been manually verified.
Deleted	The number of documents that have been deleted (not exported or posted).
Successfully processed	The number of documents that have been successfully processed (export succeeded or post succeeded).
Added to storage	The number of documents that were added to storage during the specified date.
Storage total	The total number of documents in storage at the end of the specified date.

CustomerName	The name of the customer.
CustomerModel	The licensing model of the customer.
CustomerExternalId	The value of the ID setting that is specified in the External reference settings.
CustomerOrganizationNumber	The organization number of the customer.
CustomerVatNumber	The VAT number of the customer.
CustomerBillingReportReference	The value of the Reference setting that is specified in the Service plan settings.
SubOrganization	The name of the buyer/seller (if any).
CreatedDate	The date that the document entered the system.
FinalProcessingDate	The date that document processes completed.
LastDataVerifier	The name of the most recent person who verified the document.
TrackId	The track ID of the document.
Sender	The supplier/buyer of the document.
DocumentNumber	The invoice number or purchase order number of the document.
DocumentsWithLineItems	The number of line-item documents that were processed.
Verified	The number of documents that have been manually verified.
Deleted	The number of documents that have been deleted (not exported or posted).
Successfully processed	The number of documents that have been successfully processed (export succeeded or post succeeded).
Added to storage	The number of documents that were added to storage during this period.