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Guide Contents

Child pages (Children Display)alltruepageReports and Analytics

September 2023

Updated to remove references to Exago

November 2021

Initial Version

Field reports are available to field users and limit data to the user requesting the report. A field user can only see their own data.

The following reports are in this group:

Checks Received and Forwarded Log - Rep Version

Purpose: List of checks received and forwarded by the back office within the specified date range. Includes only checks assigned to your user.

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Report parameters:

Field

Description

Date Received From

Date period when the check was received by the back office.

Date Received To

Date period when the check was received by the back office.

Date Forwarded From

Date period when the check was forwarded by the back office.

Date Forwarded To

Date period when the check was forwarded by the back office.

List of Reps for User

Select a Rep ID from the list of reps assigned to your user.

Sales Branch

Select a branch code from the list.

Correspondence Report - Rep Version

Purpose: This report allows us to see for the current representative all types of documents that have been received within Docupace. 

Note

Warning: The Date Received must be indexed within the Docupace system to be included in this report.

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Report parameters:

Field

Description

Date Received From *

Date period when the document was received.

Date Received To *

Date period when the document was received.

Document Type *

Select one of the Document Types set up on your site.

Subfolder Type *

Select one of the Subfolder Types set up on your site.

Securities Received and Forwarded Log Report - Rep Version

Purpose: List of security documents received and forwarded by the back office within the specified date range. Includes checks only for the reps assigned to the current user.

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parameters:

Field

Description

Date Received From

Date period when the security was received by the back office.

Date Received To

Date period when the security was received by the back office.

Date Forwarded From

Date period when the security was forwarded by the back office.

Date Forwarded To

Date period when the security was forwarded by the back office.

List of Reps for User

Select a Rep ID from the list of reps assigned to the current user.

Sales Branch

Select a branch code from the list.

Signature Guarantee Log Report - Rep Version

Purpose: List of all work documents that have been marked with Signature Guarantee Needed.  You can search by the Rep ID and a sales branch. This is the field version of the report that allows you to see only documents for those representatives that are assigned to your user.

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Report parameters:

Field

Description

Document Date From

Date period when the document was created.

Document Date To

Date period when the document was created.

List of Reps for User

Select a Rep ID from the list of reps assigned to your user.

Sales Branch

Select a branch code from the list.

Audience: Field Users

Info

Functionality: Docupace reports allow field users to see relevant information to their work.

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