Analytics reports: Workload

The Workload menu contains reports about the status of documents that are currently in progress. You can use these reports to help identify issues with documents that are in progress. The Workload menu contains these reports:

Overview - Displays the total number of documents that are currently in progress in data-capture process or a workflow, if Workflow services are enabled. Note the Documents button, which displays detailed document information.
Accrual - Displays information about documents that are currently being processed in a workflow. Documents in this view have already been verified, but have not been sent to the target system for final posting. When partner administrators or customer group administrators choose an organization on this report, only accounts-payable organizations are available for selection.

Select Download to export the accrual report in CSV format. When you download a report, the information contained in the report reflects the current view, including any filters you may have applied. If there is no data in the current view, then the report is also empty.
Pending user action - Displays documents that are currently in progress, grouped by status.
On hold - Displays documents that are currently on hold, grouped by user. The underlying document statuses are also depicted in the report.
Workflow queue - Displays the number of documents in workflow. You can filter the report by workflow type (coding and approval workflow and correction workflow). This report is only available if you use Workflow services. When partner administrators or customer group administrators choose an organization on this report, only accounts-payable organizations are available for selection.
By due date - Displays documents sorted by the due date field, so you can easily see documents that are past due, due within seven days, due within 30 days or due later than 30 days. This report is only available for accounts-payable processes.
By user - Displays the number of documents in workflow, grouped by user. This report is only available if you use Workflow services. Select the Documents button to see detailed information about each document that this view is based on. When partner administrators or customer group administrators choose an organization on this report, only accounts-payable organizations are available for selection.
Rejected - Displays the number of rejected documents according to the specified date range, organized into two reports: By reject code and By user. Note that only documents that are rejected using custom reject codes appear in these two views.
Documents rejected using "reject reasons" are included on the Pending user action view. You can view the reject reason by clicking the Documents button and locating the document in the list. The reject reason is displayed in the Comment field.
- By reject code - Graphically displays the number of rejected documents, grouped according to whether they were rejected during verification or a workflow. Below the graph is a table which you can use to drill down the information further by user and buyer.
- By user - Graphically displays the number of rejected documents, grouped by user and reject code.
Request for information - Displays the number of requests for information made during verification and approval.
- By requested user - Displays the number of requests for information made by each user, differentiated by whether the requests were made during verification or approval.
- By requested recipient - Displays the number of requests for information received by each recipient, differentiated by whether the requests were made during verification or approval.