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Guide Contents

Child pages (Children Display)
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pageDocupace Analytics
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titleDocupace Analytics
Tip

Prerequisites:

  • Core: 23.9

  • Connect: 4.63

Launch the Docupace Analytics Reports tool from the Docupace: click Reports.

Info

Information: Location of the item will be predefined and then deployed to each site.

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.

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Figure 2: Getting Started screen

Opening a Report

 

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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. 

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Figure 3: Open the Report

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Expand the folders and choose the required report. To open a report, click Play icon.

Info

Note: The Man icon indicates that you are the owner of this record.

 

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Figure 4: Open the Report

Some
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 Some reports require parameters before opening.

Figure 6: Event Detail Log Parameter

Examples:

  1. Production Report parameters (Beginning Date, and Ending Date) (Figure 5)

  2. Event Detail Log parameter: Parent Work Item ID (Figure 6)

Set required parameters and click Run Report.

 

 

 

 

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Figure 5: Productivity Report Parameters

 

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You can

do

perform various actions depending on your access rights.

Click on the folder and select the appropriate item from the list:

  • Add new root or child folder

  • Rename folder

  • Delete folder

  • etc.

  

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Figure 7: Actions with folders
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titleDocupace Standard Reports

Note: If a report requires search parameters, the corresponding search page opens. Some reports are run directly without additional parameters, in such case the resulting report is shown.

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.

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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.

Note

NoteAttention: Additional buttons in the toolbar are available for users with Administrative access to reports. See Reports Administration section for more information.

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Main toolbar

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