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ePACS Reports Group

Date

Change

Date

Change

September 2023

Removed references to Docupace Analytics and reformatted.

December 2022

Added information about Docupace Analytics

November 2021

Initial Version

ePACS reports are available to all back-office users for managing work items. Back office users are able to see data for all other users.

The following reports are in this group:

Tracker BI Pending Client Mail Delivery

Purpose: This report is used to view all Tracker BI work items in the Pending Client Mail Delivery queue that must be manually mailed to clients.

You can learn more about the process in the Tracker BI Process section of the User Guides.

 

Report parameters:

Field

Description

Field

Description

Date From *

Date period when Tracker BI work items have been created.

Date To *

Date period when Tracker BI work items have been created.

Mailout Blotter

Purpose: This report displays all the work items that went through the Mail Originals queue. It provides basic information such as the mailout date, registration type, request type and the assigned user.

It will list mailing requests that were completed within the selected ‘From’ and ‘To’ dates.

Note: A request is completed if its Event Type is ‘Complete’.

Report parameters:

Field

Description

Field

Description

Completed Date From *

Start of the period when mailing requests were completed.

Completed Date To *

End of the period when mailing requests were completed.

NIGO Report by Advisor

Purpose: This report displays the counts of NIGO transactions for a specified assigned user, selected request type and within the creation and completion dates selected in the search parameters.

Report parameters:

Field

Description

Field

Description

Assigned User *

User to whom the work item is currently assigned.

Note: Enter an asterisk “*” to return records assigned to all users.

Request Type *

A type from the 420 domain.

Request Category *

A category from the 421 domain.

Request Status *

Select from:

  • Archive

  • Complete

  • In progress

  • NIGO

  • Reject

Completed Date From

SLA stop date period

Completed Date To

SLA stop date period

Creation Date From

SLA start date period

Creation Date To

SLA start date period

Principal Review Blotter

Purpose: This report displays all the work items that have been processed by a Principal Approver. It provides basic information such as the creation date, document type, approver and reviewer. It will list requests that were approved within the selected ‘From’ and ‘To’ dates.

Report parameters:

Field

Description

Field

Description

Principal Date From *

Start of the period when mailing requests were completed.

Principal Date To *

End of the period when mailing requests were completed.

Production Monitor

Purpose: This is a report reflecting the work that is currently in process.  Shows what a user sees in the workflow monitor.

Report parameters:

Field

Description

Field

Description

Date From *

Time period for which to generate the report.

Date To *

Time period for which to generate the report.

 

Audience:

  • Administrators

  • Back Office Users

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