The Reporting views
ReadSoft Online provides several reports that contain information about document status, customer usage, billing and much more.
If the standard reports described in this topic do not meet your needs, you can use the API to create your own custom reports. The metering service provides functions (GetDocumentDetails and GetDocumentProcessStatus and GetSubscriptionInformation) that you can use to retrieve analytic data and process statistics.
Accrual
Accrual - Displays information about documents that are currently being processed in a workflow. Documents in this view have already verified, but have not been sent to the target system for final posting.
This report is useful if you need lots of information, which you want to process using an external spread-sheet program. For example, after you save the report in CSV format, you can use the information to determine the total amount of for all documents of a particular buyer with a specific currency.
Billing
Billing - This view is useful for subsidiaries or partners that need to bill their own partners and customers. For performance reasons, the billing reports are generated on the server side each day, and normally contain information for the entire month (except for the current month, which only contains information up to the current day). In order to appear in a billing report, a document must be completely processed. In other words, the document has been successfully sent to the target system or deleted. This means the document can be Successfully processed.
When you download a billing report, you can choose between two types of reports:
- Overview report - This selection
is only available after you click
Generate. The Overview report contains overview information that is displayed
in the
Billing view and other fields, such as the customer organization number and
customer VAT number.
Currently, this report includes data from all organizations, even deleted organizations, since the inception of ReadSoft Online. This behavior will change in future releases.
- Detailed report - This selection is only available after you specify a partner in the Partners box and click Generate. When you download a Detailed report, it contains information about each document. For each document listed in the report, details such as the invoice number, supplier name, track ID etc. are included.
Document processing
Document processing - The basis for this report is the number of documents received during within the specified time period. Unlike the Document volumes report, the received documents equal the sum of the other statuses. Because this report is based on when documents are received, it is possible that the other statuses (Successfully processed, Rejected etc.) occurred after the date boundary.
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).
Name | Received | Successfully processed | Rejected | Deleted | In progress |
---|---|---|---|---|---|
Partner 1 | 100 | 50 | 10 | 10 | 30 |
You can also download reports from this view.
Document volumes
This view represents the volume of documents flowing through the system during the specified time period. This is helpful if you want an overview of the amount of work being performed during a given time period. You can sort the data by customer, buyer organization, user and document status. This report is available for partners, customers and customer groups.
The numbers in this view do not correspond to each other. The invoices received, during the specified time period, are not necessarily the same invoices that were successfully processed. Likewise, some of the invoices received may still be in production, or they may have been deleted. Therefore, documents in the Received and Successfully processed columns are not correlated.
Another way to understand how this report works is to imagine that the columns are two separate questions: How many invoices were received this month? How many invoices were successfully processed this month?
To view reports where the data corresponds, see the Document processing view.
Documents in progress
Documents in progress - Displays all of the documents that are currently in progress in the organization that you specify.
Feedback
Feedback - Displays customer feedback that users have submitted using the Feedback dialog.
Invoices per supplier
Invoices per supplier - Displays the number of documents received per supplier. This view is only available on the customer level.
Processing time
Processing time - Displays the average time documents spend in workflow processes. The average time is calculated from successfully-processed documents in the time span you specify.
If you have problems displaying the reports correctly in Microsoft Excel, change the file extension of the report from CSV to TXT and open the file in Excel. Specify the semicolon as the delimiter if prompted to do so.
Report overview
Report | Received | In progress | Rejected | Deleted | Successfully processed | Scope | Time zone used for report generation |
---|---|---|---|---|---|---|---|
Accrual | Displays information about documents that are currently being processed in a workflow. | Server time zone (UTC) | |||||
Billing | Only documents that have been completely processed or deleted appear in this report. | Server time zone (UTC) | |||||
Document processing | The report includes all documents received during the specified dates.
The number of documents received is the sum of the other statuses (Successfully processed + Rejected + Deleted + In progress). |
Client time zone | |||||
Document volumes | The invoices received, during the specified time period, are not necessarily the same invoices that were successfully processed. | Client time zone | |||||
Documents in progress | The report includes all of the documents that are currently in progress. | N/A | |||||
Invoices per supplier | Only documents that have been completely processed appear in this report. | Client time zone | |||||
Processing time | Displays the average time documents spend in workflow processes. The average time is calculated from successfully-processed documents in the time span you specify. | Client time zone |
Comparing the new reports with the old reports
Most of the old reports in Control Center have corresponding reports with the same name in the new reporting system, Analytics, which is accessible via Admin Center. Use this table to locate reports of interest:
Control Center report | Admin Center report in Analytics |
---|---|
Accrual | |
Billing | |
Document processing | |
Document volumes | Volume
See also additional reports in the sub-menus. |
Documents in progress | Workload
See also additional reports in the sub-menus. |
Feedback | |
Invoices per supplier | |
Processing time | Performance
See also additional reports in the sub-menus such as Total process time and Process time by supplier. |