Reporting & Dashboards Forum

Resolved! Date Range on Basic Exception Reports

How does the "date range" search for basic exception reports work? If you enter a date range are you searching for the "base documents" within the date range or the "related documents" within the date range?

Exception Report to Confirm Batch Commit

I have a customer that is using a Scan Queue to process batches through OCR. While they know they can create a Scan Report that will confirm that the batches were successfully passed through the OCR process, they are looking for a report that will co...

Office 2010

When will Report Mining support Office 2010 or is there a work around where we don't have to create a csv file first and then manually open up in Excel?

Exception Reports using Code Keyword Values

Is there some sort of wildcard value I can use when setting up Code Keyword Values. For example I am using a keyword of Loan Type, however for every loan type I would like to included there can also be sub-levels up to 99. So far all I have found is...

Unity Forms and Exception Reports

Can a unity form be used as a "base document" from which to evaulate if you other documents?

Does Report Mining work within Unity?

Is it possible to mine reports within the Unity client?

Exception Reporting based on Keyword

I have a customer that wants to create a exception report on 10 secondary documents but only wants to run the report on keywords that the status keyword = "Booked" Right now I am using Advanced exception reporting and is showing them all and not the...

Distinct values in Exception Reports

Hi,I have two different documents that have the same keywords.I have configured an advanced exception report using this document type.When i run the report, i will have two exceptions with same documents.It would be better if i could make exception r...

Need to report only if all related documents are missing.

Our customer (a university) has a base document and 3 related documents. They wish to see an exception report ONLY for students who do not have ANY of the 3 related documents. How can I accomplish this?Thanks,Steven

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Forum Posts

Resolved! Date Range on Basic Exception Reports

Exception Report to Confirm Batch Commit

Office 2010

Exception Reports using Code Keyword Values

Unity Forms and Exception Reports

Does Report Mining work within Unity?

Exception Reporting based on Keyword

Distinct values in Exception Reports

Need to report only if all related documents are missing.

Is Reporting Dashboards Version specific

Converting reports from Report Services

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Report Services to Reporting Dashboards - Default ...

PowerBI connection to Reporting Dashboards

Does reporting viewer pass the %U parameter to a W...

Reporting Dashboard Permission

Error on Data Provider after a few weeks

How to use "Edit Rules" to create a rule that high...

Reporting Dashboard for WorkView objects