2.90:Reports: Difference between revisions

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Revision as of 10:31, 3 June 2020

Reports are found and created in the "Reports" node.

Reports display information collected from various Grooper operations.

About

Individual Reports are created as Report Instances in Grooper. What information the Report Instance displays is defined by the Report Type property. There are several "System Reports" that ship with every Grooper install. Many of these are designed to track batch processing automation rates or the productivity of data entry clerks. For example, the "Keystrokes" report tracks the number of keystrokes logged during Data Review for Batches using a specified Batch Process.

Custom reports can also be generated in an Object Library using Microsoft Visual Studio and the Visual Studio Report Designer.

Report Types

The Batch Statistics report details information about each Activity in a Batch Process. This report will give different information, depending on the activity steps in the Batch Process fro a given date range. You can use this information to get a better idea of how good your accuracy, productivity and automation rates are.


1. To run a Batch Statistics report, first change the Report Type property to Batch Statistics

2. Select the Batch Process you wish to report. Here, it is a simple demo process named "Dummy Batch Process".

3. Select a date range for the reporting period using the Report Period property.

4. Press the "Run Report" button to run the report.
  • This will display various information about all batches using the selected process.
  • Each step will contain different information for the activity. For example, for the Recognize the total number of OCR characters recognized will be displayed. You can use this information to get a better idea of how good your accuracy, productivity and automation rates are. The Classify activity will show total folders classified and total folders confident. You can use the different between these values to see how well your Content Model is classifying your documents. The Extract activity will show you how many fields were extracted in error.
  • All activities will have "Tasks Processed", "Run Time", "Processing Rate", and "Processing Time" values.

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1. To run a Data Capture Automation report, first change the Report Type property to Data Capture Automation

2. Select the Batch Process you wish to report. Here, it is a simple demo process named "Dummy Batch Process".

3. Select a date range for the reporting period using the Report Period property.

4. Press the "Run Report" button to run the report.
  • This will display information about how many document records were edited during Data Review.
  • This will give you an idea about how well the data extraction portion of your Batch Process automates.
  • For this example, we didn't do too well. At least one field on every document had to be manually updated during data review (Either the field was blank and needed to be entered in, or the wrong value extracted and needed to be changed). So, the "Automation Percentage" is "0.00%". This gives me an idea that my extraction logic in my Content Model could be improved.

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Sure enough, there was a Data Type extractor not picking up values for a field in my Content Model. After another batch runs through, the "Automation Percentage" changes to "33.33%", reflecting the change.