Executive Report

Executive reports are concise documents designed to provide high-level information and insights to senior management or executives within an organization. These reports typically offer a snapshot of key performance indicators, trends, and strategic recommendations. They serve as a tool for decision-making and are characterized by their brevity, clarity, and focus on critical issues. Executive reports help leaders make informed choices, track progress, and align the organization's objectives with its strategic goals.

Getting Started:

Users must log in to the system to access the Reports feature. Once logged in, users can navigate to the reports feature by clicking the Reports/Executive Reports option in the main navigation menu.

This feature is managed by permissions and the user must be associated to a group that allows the user to access this option. To get more information about groups and how to associate it to a role type that has this permission, click here.

\uD83D\uDCD8 Instructions

From

Select the start date that should be considered in the report.

Start Time

Select the start time that should be considered in the report.

To

Select the end date that should be considered in the report.

End Time

Select the end time that should be considered in the report.

Submission Type

Select the submission type that should be considered in the report. Submission type is the source where the files were submitted (web, mobile, email and file to print).

Color Type

Select color type that should be considered in the report (Grayscale and/or color).

Document Type

Select the type of extension that should be displayed in the report (pdf, jpg, jpeg, png, gif, bmp, tif, tiff, doc, docx, pub, rtf, htm, txt, HTML, xlsx, xls, pptx, ppt, odt, xps, ods, odp, heic, svg, epub, vsd, oxps and/or wmf).

Customer Name

Select the customer name that should be considered in the report.

Location Name

Select the location name hat should be considered in the report.

After selecting the parameters of the data that should be considered in the report, the user has three options:

Display the reports in the screen
Download as PDF
Download as Excel File