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Guide Contents
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| title | EXAGO Reports |
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EXAGO New Reports
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Introduction: This guide describes the basic functionality of the Exago Reports tool. |
Prerequisites:
Core: 23.9
Connect: 4.63
SLA By Request Type
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:
Show the chart at the top or the bottom (Figure 3)
Show only the chart (Figure 4)
Figure 5: Table showing the chart at the bottom
Figure 6: Table showing only the chart
NIGO Report By Advisor
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:
Select NIGO Report by Advisor from the list.
Click the Play icon.
Click Run Report.
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.
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Figure 10: NIGO Report by Advisor
Reject 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:
Select Reject Report by Advisor from the list.
Click the Play icon.
Click Run Report.
In the Apply Parameters screen define the beginning and ending dates for this report.
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
Production Report
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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Figure 19: Sub-report Request Type=ACAT
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Figure 20: Sub-report Request Status=In progress
| Rw tab | ||
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Administration > Reports menu
The system displays a list of report groups and their descriptions. To access specific reports, click on the group name. |
Report groups
The list of reports in the group appears. To open a report, click on the respective link. |
List of General reports
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. |
Main toolbar
Report toolbar  |
Audience: Administrators
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Functionality: Docupace reports allow admins to have an overview of how people use the system. |
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