Section Contents
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.
Correspondence Report - Rep Version
Purpose: This report allows to see for the current representative all types of documents that have been received within Docupace.
Warning: The Date Received must be indexed within the Docupace system to be included in this report.
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.
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.