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Introduction: This guide provides information on how to make report groups visible to users , how to schedule regular report exports from the Docupace system and other administrative functions for theDocupace Standard Reports.

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Change Log:

Date

Change

July

August 2020

Comprehensive configuration

Configuration instructions for Reports.

Audience: Administrators, who configure the Docupace system.

Functionality
Tip

Tip: Docupace Standard Reports is a legacy feature for creating and viewing reports. Use Docupace Analytics for newer versions.

Info

Functionality: Reports are an administrative function of Docupace. It allows

to view activity performed by users of the system, on-going status of work items, changes made to specific items within workflows, and many more aspects of daily work in the Docupace system. It is possible to schedule regular exports of these reports.

the Back Office to gain insights related to the organization.

Administrative features include:

  • Assigning Reports to Report Groups

  • Assigning Users the ability to view specific Report Groups

Note

Prerequisites: To access administrative features of Reports, the user must be assigned a BD Admin rolegiven Administrative Access to Reports .


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