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Guide Contents
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Change Rep - Client Process Level
Purpose: This report lists the clients (Client Folders in Docupace) that are being processed by Advisors assigned to a specific representative’s code number (Rep#).
Report parameters:
Field | Description |
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Rep# * | Representative’s code number, for which to view the client list. |
Change Rep - Account Process Level
Purpose: This report lists the accounts (Client Subfolders in Docupace) that are being processed by Advisors assigned to a specific representative’s code number (Rep#).
Report parameters:
Field | Description |
|---|---|
Rep# * | Representative’s code number, for which to view the account list. |
Disk Space Usage
Purpose: This report can be used to see the amount of space currently used on the server. This determines the sum that will be billed for using the Docupace system. It can also be used to check changes in the amount of disk space used between several dates (by running the report several times).
Report parameters:
Field | Description |
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Date To * | Date when to check the amount of disk space. |
Invoice Detail
Purpose: This report shows which users have used the Docupace system within the selected month. This may determine the sum billed to each user for using Docupace.
Report parameters:
Field | Description |
|---|---|
Billing Start Month * | Choose the month for which to show the report. |
Billing Start Year * | Choose the year for which to show the report. |
Invoice Summary
Purpose: This report shows the activity of users in the system within a specified month. This determines the sum invoiced to each user for using Docupace. The amount billed depends on the number of billable users and the amount of storage used.
Note: Subscriptions shows the total number of users in the system, while Billable Users shows the number of users actually performing daily tasks. User accounts that are created for administrative purposes are withcounted (i.e. are not billed).
Report parameters:
Field | Description |
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Billing Start Month * | Choose the month for which to show the report. |
Billing Start Year * | Choose the year for which to show the report. |
User Billing
Purpose: This report displays users who have accessed the system during a selected month. You can see each user’s Data Role and Billing Type. This report may help to determine the sum billed to each user for using Docupace.
Report parameters:
Field | Description |
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Billing Start Month * | Choose the month for which to show the report. |
Billing Start Year * | Choose the year for which to show the report. |
Data Load
Purpose: This report summarizes the results of ACL, REP, CLT or APA data file loads within the timeframe specified. Includes errors and warnings.
Report parameters:
Field | Description |
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Date From * | Date period when to check loaded records. |
Date To * | Date period when to check loaded records. |
Audience: Administrators
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Functionality: Docupace reports allow admins to have an overview of how people use the system. |
