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Guide Contents

Child pages (Children Display)
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pageReports and Analytics

 

 Some reports require parameters before opening

.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.

You can perform various actions depending on your access rights.

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titleDocupace Analytics
Tip

Prerequisites:

  • Core: 23.9

  • Connect: 4.63

1

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.

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2

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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3

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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4

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

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

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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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titleDocupace Standard Reports
1
step

To access reports, navigate to Administration > Reports.

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The system displays a list of report groups and their descriptions. To access specific reports, click on the group name.

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The list of reports in the group appears. To open a report, click on the respective link.

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.

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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

Attention: 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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