Field Reports Group
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.
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.
Warning: The Date Received must be indexed within the Docupace system to be included in this report.
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.
Report 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.
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
Functionality: Docupace reports allow field users to see relevant information to their work.
Related Pages
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Part 3: Enabling Reports for Docupace Users (Docupace Platform User Guides)
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Part 1: Enabling Administrative Access to Reports (Docupace Platform User Guides)