Reports

PaperSave has not offered a reporting module since the 4.x versions. We received a lot of feedback from the user and partner community requesting the reporting module to be re-introduced. We are happy to bring back the reporting module, so admins can share with users published SQL Server Reporting Services (SSRS) based reports to stay on top of what is going on within their PaperSave integrated processes. Users can access reports from the PaperSave Settings application (Management Console), the Application Start Page, and from each report’s direct URL. Reports can be created/used to show graphs and use drill downs to go from one report to another. Reports even allow you to drill into a document from the report.

 

PaperSave provides out-of-the-box reports to immediately manage your PaperSave implementation. These reports include charts, graphs, and drill down capabilities (including drilling down to a document). Administrators will be able to deploy PaperSave reports to a SQL Server Reporting Services (SSRS) instance from within PaperSave Settings; an easy to use interface. Administrators can view and edit deployed reports using SSRS’s built in Report Designer. Administrators can also create new reports and publish them to SSRS through the PaperSave Settings application.

 

From the Reports section of PaperSave Settings, you should be able to deploy all PaperSave reports to SSRS and also view and edit the deployed reports. Published Reports are also accessible from the PaperSave Application Start Page. Reports module gives you the ability to view data in a graphical or a tabular format. Following PaperSave reports can be deployed to SSRS.

 

In the upcoming topics, you will come across steps required for deploying reports on PaperSave On-Premise and on PaperSaveCloudTM and working with reports.

 

1. Associated and Non-Associated Document

 

2. Document Type Security

 

3. Profile Field Security

 

4. Queue State Assignment

 

5. Recently Added Docs by HostApplication

 

6. Recently Associated Workflow Item Summary

 

7. Scan Later Pending Documents Summary By Transaction Type

 

8. Workflow 2.0 Items Summary in a Workflow by Step

 

9. Workflow Items Summary by Queue

 

10. Workflow Queue Security