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Prerequisites:Core: 23.9 Connect: 4.63 SLA By Request TypeIntroduction
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To open the SLA by Request Type report: select SLA by Request Type from the list (Figure 1) and click the Play icon (Figure 2). |  Figure 1: Select SLA by Request Type report*******Figure 2: Run SLA by Request Type report | |||||
SLA by Request Type report displays the average process time for each Work Item by request type. The chart shows the processing time graphically allowing to get a visual overview of how it works on different request types. |
 Figure 3: SLA report with all request types | |||||
Clicking on the particular chart’s bars (sepia color in the example) results in the table underneath allowing you to filter out just the request types you are interested in. |
 Figure 4: Table showing only the selected items | |||||
Icons on the bottom left side of the chart allow you to change the layout of the report:
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 Figure 5: Table showing the chart at the bottom
 Figure 6: Table showing only the chart | |||||
To open the NIGO Report by Advisor report: select NIGO Report by Advisor from the list (Figure 7) and click the Play icon (Figure 8). |  Figure 7: Select NIGO Report by Advisors*******Figure 8: Run NIGO Report by Advisors | |||||
To open a report, follow the same steps as before:
The NIGO Report by Advisor shows a list and count of advisors with their branch codes and NIGO accounts. In this report, a drill-down functionality is implemented. |
 Figure 9: NIGO Report by Advisor | |||||
To get more detailed information, click on the required cell (NIGO Count in the example (Figure 10). All NIGO accounts are displayed). The detailed list of selected advisor’s accounts is displayed over the main Report. |
.png?version=1&modificationDate=1637144774314&cacheVersion=1&api=v2&width=544) Figure 10: NIGO Report by Advisor | |||||
To open the Reject Report by Advisor report: select Reject Report by Advisor from the list (Figure 11) and click the Play icon (Figure 12). |  Figure 11: Select Reject Report by Advisor*******Figure 12: Run Reject Report by Advisor | |||||
To open a report, follow the same steps as before:
In the Apply Parameters screen define the beginning and ending dates for this report.
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 Figure 13: Reject Report by Advisor parameters | |||||
The Reject Report by Advisor shows a list and count of advisors with their branch codes and rejected accounts (Figure 14). In this report, a drill-down functionality is implemented. |  Figure 14: Reject Report by Advisor | |||||
To open the Production Report Total: select Production Report Total from the list (Figure 15) and click the Play icon (Figure 16). |  Figure 15: Select Production Report********Figure 16: Run Production Report | |||||
In the Apply Parameters screen define the beginning and ending dates for this report. |  Figure 17: Production Report | |||||
The Production Report Total displays the total process time for different request types at the defined timeframe. It shows the request status and number of Work Items with this request type. |  Figure 18: Production Report | To get more detailed information, click on the required cell (column: Request Type, cell: ACAT) in the example (Figure 19). All ACATs are displayed). The detailed list of the selected request type with Work Items, SLA start, and end time is displayed over the main Report. In another example (Figure 20) the cell In progress of the column Request Status is selected. The actual contents of the sub-report depend on how the report is configured. You can get similar or different sub-reports by selecting various items. |
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Launch the Exago Reports tool from the Docupace: click Reports.
|  Figure 1: Launch the Exago Reports tool | ||
Getting Started screen is displayed. This is the starting place for the basic actions: creating, opening, and browsing reports; configuring the settings, getting help. |  Figure 2: Getting Started screen |
Opening a Report
Click Open (1) inside the Getting Started area, or Page icon (2) on the left toolbar. A list of root folders is displayed on the left side. By default there are two folders: My Reports, and Public, but actual folders and reports can be different from site to site. Admins in the My Reports folder can have personal reports invisible for others. Reports in the Public folder are accessible for other users of the site. |  Figure 3: Open the Report | ||
Expand the folders and choose the required report. To open a report, click Play icon.
| Figure 4: Open the Report | ||
Some reports require parameters before opening. Examples:
Set required parameters and click Run Report.
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 Figure 5: Productivity Report Parameters
 Figure 6: Event Detail Log Parameter | ||
You can do various actions depending on your access rights. Click on the folder and select the appropriate item from the list:
|  Figure 7: Actions with folders |
Creating a New Report
Creating the report is accessible for the users with report-creating rights. You can do various actions depending on your access rights (see the section Global Actions with the Reports).
See the Help section about how to create the contents of the reports.
Click Create (1) inside the Getting Started area, or + (2) on the left toolbar, and select the type of report from the list (3). |  Figure 8: Create Report | |
Click the Save icon after finished the report. |  Figure 9: Save Report | |
Enter the name, description, and select location of the report, and click Save. |  Figure 10: Save Report Properties |
Types of reports
There are six different report types at all available in the application. Four are standalone types, and two are composite types that combine reports together. The system administrator can enable and disable other types of reports.
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Figure 11: All report types |
By default, there are three report types: ExpressView, Advanced Report, and Dashboard. These type are marked with the corresponding icons in the Report list:
|  Figure 12: Default report types |
ExpressView is a tool to quickly get insight into vertically expanding data records and groups. An ExpressView can optionally include a visualization. |  Figure 13: Empty ExpressView Report |
Example: You can include interactive charts in the records. |  Figure 14: Interactive chart |
Use Advanced Report to build more complex report without requiring knowledge of SQL or the underlying data model. Note: Only users with a Report Creator SQL access rights can write specific functions by clicking the +Add SQL. Advanced Reports are made using a spreadsheet-like cell-grid interface. The Advanced Reports can include geographic maps; CrossTabs; repeating groups; complex join, filter, and sort logic; drilldowns to linked child reports, and more. Example 1: Select Advanced Report. There are a list of domains on the left side. Drag-and-drop to add them. (Advisor already added, Subfolder in the process, as seen in the example) |  Figure 15: Adding a domain to the report |
Example 2: Use functions and add fields to the reports. (From the Advisors domain Advisor BD already added, Date of Birth field in the process, as seen in the example) |  Figure 16: Adding Date of Birth |
Example 3: Add sections to the report. Right-click sections area. In the pop-up menu you can select what to do with the report:
(Footer, as seen in the example) |  Figure 17: Adding the footer |
Example 4: You can create a sub-reports (like a reports inside the cells of upper report) to get a more detailed information about the items you are interested in. |  Figure 18: Sub-report |
Dashboard combines one or more reports onto a canvas, providing a way to create a personalized arrangement and display of related reports. Select Dashboard. Drag-and-drop the + icon to add a new title. |  Figure 19: Empty Dashboard |
You can add various objects (URL, images, charts, graphs, texts) as well as existing reports to the Dashboard. |  Figure 20: Adding objects to the Dashboard |
Example of the Dashboard. |  Figure 21: Example of the Dashboard |
Global Actions With the Reports
You can do various actions depending on your access rights. Select the report and right-click the rigthmost icon. In the pop-up menu you can select what to want to do:
|  Figure 22: Actions with the reports |
Depending on the particular role, the site configurator or back-office administrator assigns different access rights for the users.
Exago Report Creator | The Creator has the ability to create standard object reports. |
Exago Report Creator SQL | The Creator SQL has the ability to create reports of standard objects, and their own SQL specific reports (similar as open reports scheduler). |
Exago Report Scheduler | The Scheduler can schedule or re-schedule existing reports. |
Exago Report Scheduler Admin | The Scheduler Admin can see and schedule the reports with the Schedule Admin tool. |
Exago Report User (e.g., Advisors) | The User can only run reports. |
Converting an existing Open Report to Exago
Launch Open Report. |
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Go to Admin > Reports. |
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Go to Administration tab. |  Figure 23: List of the open reports | |
Select Reports and choose the report you want to convert. |  Figure 24: Select the report | |
Copy the SQL in the Query section of the report. |  Figure 25: Copy the SQL | |
Open Docupace Analytics, click Create, and select Advanced Report. |  Figure 26: Select the Advandced Report | |
Select + Add SQL. |  Figure 27: Add SQL | |
Enter a value for Object Name and paste SQL into the window. |
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Optional. Change parameters if needed:
|  Figure 28: Add a value to Unique Key field | |
10. | Click Okay on the Add Data Object Reports window. |
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11. | Expand Object Name on the left hand side. |
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12. | Drag and drop values to where you want them in the report. |
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13. | Name your columns, add title, and format report as you desire. |
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14. | Save the report. |  Figure 29: Save the report |
Settings
Click the Wrench icon to display the User Preferences.
|  Figure 30: User Preferences | ||
To assign an existing report to a startup, in the Startup Reports tab select the report, and drag and drop to the right side. Then click OK. To change the order of startup reports, use the up and down arrows. To delete the report, click the X icon. To add a report to the startup, click +Add button, and select the report you want to run when starting the Reports Tool.
|  Figure 31: Startup Reports | ||
If reports have user adjustments (another user have made the updates) saved on top of them, they are displayed in the User Reports tab.
|  Figure 32: User Reports |
Help
Reports tool has Help system built in. To access Help, click Question mark icon (1) on the top right, or down arrow icon (2) under the Learn more. |  Figure 33: Getting help |
Help system supports contents view, indexed list of items, and search function. |  Figure 34: Help contents |
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| 1 | To access reports, navigate to Administration > Reports. |  Administration > Reports menu | ||
| 2 | The system displays a list of report groups and their descriptions. To access specific reports, click on the group name. |  Report groups | ||
| 3 | The list of reports in the group appears. To open a report, click on the respective link.
|  List of General reports | ||
| 4 | To return to the full list of report groups, click either Reports in the main toolbar in the top part of the page, or click Back to Groups in the report toolbar above the parameters screen. To return to the list of reports in the group, click Back to Reports in the report toolbar.
|  Main toolbar  Report toolbar |