Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (.rtf) XML (.xml)...

Betasoft Advanced

Reporting for SafeCom

solutions Administrator Guide

Document version 1.1

Reports version 3.4

Betasoft Advanced Reporting Administrator Guide

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Table of content

1. Introduction ............................................................................................................................. 4

2. General Notes .......................................................................................................................... 5

3. Installation ............................................................................................................................... 6

Downloads ................................................................................................................................................................... 6

.Net Framework........................................................................................................................................................... 6

Installation ................................................................................................................................................................... 6

4. The Desktop User Interface ..................................................................................................... 7

Overview ..................................................................................................................................................................... 7

Important commands .................................................................................................................................................. 8

5. Enterprise Automation ............................................................................................................ 9

Introduction ................................................................................................................................................................ 9

Betasoft Report Runner ............................................................................................................................................... 9

Betasoft Report Runner Configuration Utility ........................................................................................................... 10

6. Device-centric Reports ........................................................................................................... 14

Devices – Colour – Mono Ratio ................................................................................................................................. 14

Devices – Job-Type Ratios ......................................................................................................................................... 15

Devices – Output by Device Organisational Unit ....................................................................................................... 16

Devices – Page Formats – Print and Copy ................................................................................................................. 17

Devices – Page Formats – Print, Copy and Scan ........................................................................................................ 18

Devices – Summary – Print and Copy – by Homeserver ............................................................................................ 19

Devices – Summary – Print and Copy ........................................................................................................................ 20

4. Graphical Reports .................................................................................................................. 21

Print and Copy Volume – All Graphs ......................................................................................................................... 21

Print and Copy Volume over Day (showing each hour) ............................................................................................. 21

Print and Copy Volume over Week (showing each week day) .................................................................................. 21

Print and Copy Volume per Month (showing each calendar month) ........................................................................ 22

5. Print Queue Reports .............................................................................................................. 23

PrintQ – All – Output Summary (total pages and costs per queue) ........................................................................... 23

PrintQ – Most recent print job .................................................................................................................................. 24

6. User Reports .......................................................................................................................... 25

Users – All – Transactions .......................................................................................................................................... 25

Users – All – By Expenditure ...................................................................................................................................... 26

Users – All – By Logon Name ..................................................................................................................................... 27

Users – Balances ........................................................................................................................................................ 28

Users – Cashflow ....................................................................................................................................................... 29

Users – Cashflow – by Department ........................................................................................................................... 30

Users – Cashflow – Summary .................................................................................................................................... 31

Users – Cost Centre Summary ................................................................................................................................... 32

Users – Cost Centre Details ....................................................................................................................................... 33


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Users – Cost Centre Summary per Device ................................................................................................................. 35

Users – Departmental Output ................................................................................................................................... 36

Users – Departmental Output Summary ................................................................................................................... 37

Users – Output by Organisational Units .................................................................................................................... 38

Users – Top 30 – by Cost ........................................................................................................................................... 39

Users – Top 30 – by Page Count ................................................................................................................................ 40

7. Miscellaneous ........................................................................................................................ 41

Cash Loader Summary ............................................................................................................................................... 41

Statistics .................................................................................................................................................................... 42


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1. Introduction

The Betasoft Advanced Reporting suite provides a sophisticated reporting solution for SafeCom solution with Tracking or Pay capabilities.

The software bypasses the SafeCom server software to retrieve reporting data directly from the SafeCom database and

therefore ensures top performance and resilience to meet enterprise demands.

By utilising Crystal Reports technology many of the suite’s reporting templates allow drill-down to see further details

related to the summaries shown in the main report.

The suite’s Enterprise features provide for full automation of the generation and delivery of parameterised reports to relevant recipients.

Templates to meet particular customer requirements can be designed quickly and cost-effectively. User are not able to customise reporting templates themselves.


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2. General Notes

Page refers to electronic impression and not paper pages. In a duplex printout there are usually two electronic impressions per sheet of paper. When a document has an uneven number of pages the last sheet of paper only holds one page

Data shown reflects the SafeCom device and user properties as defined at the time of the job. The following templates are an exception and perform a query on a lookup table in a separate SafeCom database to retrieve additional data.

Devices – Output by Organisational Unit

Users – Output by Organisational Unit

User – Cashflow – By Department

Joining multiple tables and databases will slow down report generation.


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3. Installation

Downloads

Installation files can be downloaded from the support section of the Betasoft website. Make sure you select the

appropriate version for your Windows OS architecture (32 or 64bit – x86 or x64). The download contains both the

software installer as well as the installer for the Crystal Reports runtime.

.Net Framework

If the computer does not have the .Net 4.0 framework or higher installed please install or upgrade to the latest version.

Installation

1. Extract the Advanced Reporting installation file

2. Install the Crystal Reports run-time (CRRuntime_xxbit_00_0_0.msi)

3. Run Betasoft.ReportViewer.setup.msi

4. Download and extract reports DLL (Betasoft.ReportViewer.Reports.dll) and copy the file into the program

folder.

5. Configure the database connection. Use Betasoft.ReportViewer.Config.exe from the program folder or Start

menu or program folder to do that:

If no database user has yet been created, selecting ‘Create In DB’ will perform that task, provided the logged on

user has the necessary privileges.

Select ‘Integrated Authentication’ to use the currently logged in user credentials to connect to the SafeCom

databases. Ensure the user has the necessary privileges.


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4. The Desktop User Interface

Overview

Export

Print. Prints the current view.

Refresh. Prompts for new parameters and then refreshes the data displayed.

Copy. Copies the selected content on the page to the Windows Clipboard.

Toggle Parameter Panel. Not in use.

Toggle Group Tree. Shows or hides the tree view representing data groups.

Go to First Page. When a view spawns multiple pages this command will take the user to the first page.

Go to Previous Page.

Go to Next Page.

Go to Last Page.

Go to specified page.

Find Text. Searches for text in current view.

Zoom.

Group tree


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Important commands

Open To open a new reporting template select the following command:

File | Open

Exit To exit the report viewer select the following command:

File | Exit

View the current license details To view the current license select the following command:

Help | About | View License

Add a new license To apply a new license select the following command:

Help | About | View License | Enter License

Export reports The currently shown report, whether top-level or drill-down can be exported by selecting the Export command. The

following formats are available:

Crystal Reports (*.rpt)

PDF (*.pdf)

Character Separated Values (CSV) (*.csv)

Microsoft Excel (97-2003) (*.xls)

Microsoft Excel (97-2003) Data-Only (*.xls)

Microsoft Excel Workbook Data-Only (*.xlsx)

Microsoft Word (97-2003) (*.doc)

Microsoft Word (97-2003) – Editable (*.rtf)

Rich Text Format (RTF) (*.rtf)

XML (*.xml)


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5. Enterprise Automation

Introduction

In order to automate the generation and delivery of Betasoft Advanced Reporting templates the suite provides a number

of tools.

Betasoft.ReportViewer.ReportRunnerUI.exe

ReportRunner.exe

Betasoft Report Runner

The ReportRunner is a command-line tool that takes the following command-line parameter:

ReportRunner.exe configfilename.xml

The ‘configfilename.xml’ details each report to be generated and delivered and specifies the following parameters per

report:

Summary Info (title, description)

Database Connection (DB server, integrated security or username & password)

SMTP Server details (server, port, optional logon credentials)

List of Reports. Each Report requires the following parameters:

o Reporting Template name

o Report parameters. Date parameters can have the following values:

PREV_MONTH_BEGIN_DAY - The first day of the previous month.

PREV_MONTH_END_DAY - The last day of the previous month.

PREV_MONTH_DAY_XX - The XX day of the previous month.

CURR_MONTH_BEGIN_DAY - The first day of the current month.

CURR_MONTH_END_DAY - The last day of the current month.

CURR_MONTH_DAY_XX - The XX day of the current month.

TODAY - Today.

TODAY_MINUS_XX - Today minus XX days.

TODAY_PLUS_XX - Today plus XX days.

dd/mm/yyyy - An absolute date.

o Action – Email option

Email Subject

Email Body

Sender name and email address

List of Recipients – To: (name and email address)

List of Recipients – CC: (name and email address)

List of Recipients – BCC: (name and email address)

Format (same formats as is available through the manual Export command)

Attachment file name and extension

o Action – File option

Format (same formats as is available through the manual Export command)

Attachment file name and extension


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Betasoft Report Runner Configuration Utility

The ReportRunner UI allows administrators to create configuration files for report automation.

Executable: Betasoft.ReportViewer.ReportRunnerUI.exe

Step-by-Step configuration of an automation script:

1. Create a new configuration file – File | New

2. Specify a title and Description. Default description is shown below.

3. Configure the SafeCom database connectivity.

4. Where report delivery by email is required a valid SMTP server connection must be configured.

5. Right-click the Reports item and select Add-Report. The list of available templates is displayed. Select a

template and click Ok.


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6. Expand the Reports item again and click on the recently added template name. This will present the list of

parameters in this template. BEGINDATE and ENDDATE are mandatory. Available values are shown below and

can be selected with a mouse and copied to the clipboard using Ctrl-c.

7. Click on the ‘+’ next to the template name to add a delivery action. Right-click ‘Actions’ and select from ‘File

Action’ and ‘Email Action’


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8. After adding an email option and selection that item the following screen appears. Provide details as

appropriate.

9. A File Action is configured as follows:

10. To Save the configuration file select: File | Save, and define a file name (retaining the XML extension) and

location. This produces the following XML script.

Note: The database user name and password is stored as encrypted when the ‘Encrypt’ button was selected in

step 3.


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11. To execute an automation script open a command line window and run:

ReportRunner.exe MyAutomationScript.xml

12. To schedule this task use the Windows Scheduler.


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6. Device-centric Reports

Devices – Colour – Mono Ratio

Groups Tracking records by Device Name, as defined in the SafeCom Device properties

Data shown: SafeCom Device Name, Device Model, Device Location, percentage of colour pages to the total page count, total colour pages, total mono pages, total combined pages.

Allows Drill-Down to show individual job details (SafeCom user logon, colour/mono, colour page count, Job Price 1 & Job name)

Parameters: Report start date, end date and device (LIKE)

This report covers pull print, push print and copy jobs

Report output

Drill-Down


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Devices – Job-Type Ratios

Groups Tracking records by Device Name, as defined in the SafeCom Device properties

Data shown: SafeCom Device Name, SafeCom Device location, number of pull print pages, percentage of pull print pages to total pages recorded, number of push print pages, percentage of push print pages versus total pages, number of copy pages, percentage of copy pages to total pages, number of scan pages, percentage of scan pages to total pages, total page count

Allows Drill-Down to show individual jobs details (SafeCom user name, pages count, price 1, job name)

Parameters: report start date and end date, device name (LIKE)

This reports covers all job types except deleted jobs

Report output


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Devices – Output by Device Organisational Unit

Groups tracking data by the device’s SafeCom organisational unit

Data is only shown is the tracking records org unit represents a valid entry in the org unit table.

Data shown: Device Org unit ID & name, SafeCom device name, model and location, total job count, mono page count, colour page count, total page count, total price 1 and price 2 as totals for all devices in the org unit as well as each device individually.

Allows Drill-Down to show individual job details (user name, job date and time, total pages in job, job price 1 and job price 2, job name)

Parameters: Report start date and end date

This reports covers push print, pull print and copy jobs and excludes deleted jobs

Note: Output data from devices that are no part of an organisational unit is not included anywhere in this report.

Report output


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Devices – Page Formats – Print and Copy

Groups Tracking data by the SafeCom device name

Data shown: SafeCom Device name and location, total pages and also as a percentage of the overall page count per for each of the following page formats: A3, A4, Letter, A5 & Other; total pages

Allows Drill-Down to show individual jobs details (user logon, date and time of job, total pages, price 1 and job name)

This report covers pull print, push print and copy jobs


This reports covers push print, pull print and copy jobs

Report output


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Devices – Page Formats – Print, Copy and Scan

Groups jobs by SafeCom Device name

Data shown: Device name and location; A3 & A4 total & colour page count for each of Print, Copy and Scan categories

Allows Drill-Down to show individual job details (Logon name time and date, total pages, price 1, job name)

This report covers all job types, except deleted jobs.


This reports covers all job types except deleted jobs

Report output


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Devices – Summary – Print and Copy – by Homeserver

Groups jobs by SafeCom Homeserver, and device name

Data shown: Homeserver, total job count, mono page count, colour page count, copy page count, total page count, price 1 and price 2

Allows Drill-Down to show devices, their model and location as well as their output totals (same top level). The next drill-down level shows individual job details (user logon, date and time, page format, total pages, price 1 and job name)

Parameters: Report start and end date


Report output


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Devices – Summary – Print and Copy

Groups jobs by SafeCom Device name and user logon

Data shown: Device name, model and location; total job count, mono page count, colour page count, copy page count, total page count, price 1 and price 2

Allows Drill-Down to show individual user details (user logon, user description plus all data shown at top level). The next drill-down level will show users’ individual job details (time and date, page format, number of pages, price 1, price 2 and job name)



Report output

Drill-down


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4. Graphical Reports

Print and Copy Volume – All Graphs

Does not group records

No Drill-Down

Graph 1 (top): Shows the total number of pages printed or copied per day time hour for the entire report period. Only shows a bar where there is data for a particular hourly period.

Graph 2 (bottom left): Shows the total number of pages printed or copied per week day for the entire report period. Only shows a bar where there is data for a particular week day.

Graph 3 (bottom right): Shows the total number of pages per calendar month covered by the report period. Only shows a bar representing a calendar month if there was activity during that calendar months in any of the years covered by this report.

Report output

Print and Copy Volume over Day (showing each hour)

This report shows data identical to Graph 1 in the ‘All Graphs’ report.

Print and Copy Volume over Week (showing each week day)



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Print and Copy Volume per Month (showing each calendar month)



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5. Print Queue Reports

PrintQ – All – Output Summary (total pages and costs per queue)

This template was originally designed for use with SafeCom Push Print queues.

Groups records by the name of the queue the job was submitted to.

Data shown: Print queue name, total number of pages, sum of Price 1

Allows Drill-Down to show individual jobs that have been submitted to this print queue during the report period (Job name, user logon, SafeCom device name the job was allocated to, date and time, mono or colour, total pages, price 1)

Parameters: Report start and end date, print queue name (LIKE), Flag to control whether only push print queues are shown or both pull and push print queue.

This report covers push and pull print jobs

Report output


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PrintQ – Most recent print job

This template was originally designed for use with SafeCom Push Print queues.

Shows the most recent print job that was submitted to a SafeCom Print queue

Data shown: Print queue name, job name, user logon, user full name, output device name, date & time, mono/colour

No Drill-Down

Parameters: Print Queue Name (LIKE)

This report covers push and pull print jobs

Report output


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6. User Reports

Users – All – Transactions

This template shows all Pay users. When a Pay user’s entry is drilled-into (double-clicked) a complete list of

their SafeCom Transactions is shown.

Groups records by user logon

Data shown: User logon

Drill-Down: Transaction Date/Time, Transaction Type, Value, SafeCom Transaction String, Comment String

Parameters: Search string (partial match against SafeCom CommentStr , Report start and end date.

Report output

Drill-Down View


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Users – All – By Expenditure

This template shows usage data of all Tracking or Pay users (Depending on value in User Type parameter) in

order of the total of their spend as recorded in ‘Price 1’.

Groups records by user name

Data shown: user name, full name, total number of pages, total number of jobs, total number of colour pages,

total number of mono pages, total number of duplex pages (impressions and not sheets), total of Price 1 and

total of Price 2

Drill-Down: Individual job details: Device name, Job Date, total pages (impressions) in job. Price 1 and Price 2

Parameters: Start date, end date, device name (LIKE), user type (tracking or pay)

Report output

Drill-Down View


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Users – All – By Logon Name

This template shows all users – alphabetically ordered by their logon name

Groups records by user logon

Data shown: User logon, full name, user description (department), total number of pages, total of Price 1 and

total of Price 2.

Drill-down: Individual job details: Job name, device name, job date/time. Simplex/duplex, total number of

pages, Price 1

Parameters: Start date, end date, user logon (LIKE)

Report output

Drill-Down View


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Users – Balances

This template shows the current balance of all Pay users.

Groups records by SafeCom User ID

Data shown: User ID, user logon, balances in account 1 and account 2, balance in reserved account,

disposable balance

Drill-down: shows individual user transaction details (relating to a particular user ID): Date and time stamp,

transaction type, transaction string, transaction value, new balance in account 1, new balance in account 2,

transaction comment string

Parameters: User logon (LIKE)

Report output

Drill-Down View


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Users – Cashflow

This template shows a summary as well as user details for all cashflow through a solution. It shows all pay-ins

and all spend from accounts 1 and 2.

Groups records by user ID.

Note: In the SafeCom purse database a user logon can occur in multiple instances with multiple user IDs. This

takes place when a user is deleted and then re-created using the same logon name.

Data shown: User logon, user ID, total amount paid in to a money loader / kiosk, total amount paid in via the

cashier functionality, total amount of auto-payments (auto-payments are generated for example when a user

is deleted in order to clear the balance), total amount paid in via SafeCom ePay (Web payments), total

amount spend from account 1, total amount spend from account 2 and total amount spend from both

accounts.

Drill-Down: Shows an individual user’s transactions (transaction date-time, transaction type, transaction

string, transaction value, new balance on account 1 and 2, comment string)

Parameters: Report start and end date, user logon to filter records, Show reservations (true/false), Comment

string to filter records.

Report output

Drill-down View


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Users – Cashflow – by Department

This template displays summaries of Pay users’ cashflow grouped by their department (user description field)

Groups transactions by users’ description field (typically used to store a department name), then by user

logon.

Data shown: department/description, total amount paid in to a money loader / kiosk, total amount paid in via

the cashier functionality, total amount of auto-payments (auto-payments are generated for example when a

user is deleted in order to clear the balance), total amount paid in via SafeCom ePay (Web payments), total

amount spend from account 1, total amount spend from account 2 and total amount spend from both

accounts.

Drill-down: Summaries of all users belonging to a department (1), then a users individual transactions (2)

Parameters: Department (description field)

Report output

Drill-Down View (1)

Drill-Down View (2)


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Users – Cashflow – Summary

This report shows a complete summary of all financial transactions for the entire installation

No grouping.

Data shown: Total amount paid in to a money loader / kiosk, total amount paid in via the cashier functionality, total amount paid in via SafeCom ePay, total amount of auto-payments (auto-payments are generated for example when a user is deleted in order to clear the balance), total spend on accounts 1 and 2.

No Drill-down.

Parameters: Period start and end date

Report output


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Users – Cost Centre Summary

This template presents SafeCom usage data grouped by the users’ SafeCom Cost Code field.

Groups data by the SafeCom users’ Cost Code field.

Data shown: Total pages (impressions) printed or copied, total colour pages, total mono pages, total

impressions printed in duplex and total impressions printed in simplex mode, total colour cost, total mono

cost and total overall cost.

Drill-Down: Shows a summary of every user with a selected cost code with the same columns.

Drill-Down (2): When a user is double-clicked a list of all their jobs covering the period is shown (job name,

impressions, simplex/duplex, colour/mono, Price 1)

Parameters: Period start and end date.

Report output

Drill-Down View

Drill-Down View (2)


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Users – Cost Centre Details

This template shows print and copy activity by cost centre. This assumes that the users’ cost centre

information is stored in the SafeCom User Cost Code field. With each cost centre all users who have been

using that cost centre for at least some of their output. Users can appear in multiple cost code sections. A

user’s cost code can be changed manually by an administrator, through an AD synchronisation or by users

themselves from their desktops using Betasoft Billing Lite. This template is typically used when report

generation and delivery is scripted and automated.

Data shown - for the cost centre as a whole and all its users individually: Total pages (impressions) printed or

copied, total colour pages, total mono pages, total impressions printed in duplex and total impressions

printed in simplex mode, total colour cost, total mono cost and total overall cost.

Drill-Down (2): When a user is double-clicked a list of all their jobs covering the period is shown (job name,

impressions, simplex/duplex, colour/mono, Price 1)

Parameters: Period start and end date, cost centre (SafeCom cost code) – LIKE

Report output without a valid parameter value


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Report with Cost Code parameter set to ‘A Project Team’

Drill-Down


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Users – Cost Centre Summary per Device

This template shows cost centre usage summaries per output device.

Groups records by SafeCom Device Name and SafeCom Cost Code.

Data shown: Total number of pages, total number of colour and mono pages, total number of duplex and simplex pages, total cost of colour output, total cost of mono output, total cost.

No Drill-down

Parameters: Period start and end date, Cost Centre (SafeCom user cost code field)

Report output


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Users – Departmental Output

This template shows users’ output grouped by Department (SafeCom User Description field) and user logon.

This template is suited for report automation where a departmental head will be sent a report of their users

and their usage details. Unless a value is specified for the Department parameter output by every department

and each of their users will be displayed.

Groups data by Department and user logon.

Data shown: Total number of pages and total cost (Price 1) per user as well as every individual job for each

user. Jobs show the following information: Job name, device name, date & time stamp, simples/duplex,

colour/mono, pages (impressions), cost (Price 1)

Parameters: Period start and end date, Department (like)

Report output


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Users – Departmental Output Summary

This template shows usage grouped by Department (SafeCom User Description field)

Groups records by department (description) and user logon

Data shown: Total number of print and copy pages, total number of colour pages, total number of mono pages, total number of pages (impressions) printed duplex and total number of pages printed simplex, total colour cost, total mono cost and total costs (Price 1)

Drill-down: Double clicking a department shows a list of all users that have used that department code and their summaries. Data shown identical to the main view.

Drill-down (2): Double clicking shows a user’s individual jobs (date/time stamp, job name, number of pages (impressions), simplex/duplex, mono/colour, price 1).

Parameters: period start and end date, Department (LIKE)

Report Output

Drill-Down

Drill-Down (2)


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Users – Output by Organisational Units

This report summarises output records by the users’ organisational unit value

Groups data by the SafeCom OrgUnit the user belongs to

Data shown for each OrgUnit as well as each user belonging to each OrgUni: Total number of jobs, total mono page count, total colour page count, total page count, total price 1 and total price 2

Drill-down: Double clicking a user will bring up the user’s individual jobs in the given period.

Parameters: Period start and end date.

Report output

Drill-Down


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Users – Top 30 – by Cost

This template shows the 30 users with the highest spend.

Groups users by Price 1

Data shown: Number of jobs, total number of pages (impressions), total number of colour pages, total number of mono pages, total number of duplex pages, total price 1 and total price 2

Drill-down: Double-clicking a user will bring up all the users jobs in the given period. Data shown is identical to the main output.

Parameters: Period start and end date, Department (SafeCom Description field). When that field is populated only users with a description field matching the value will be shown in order of their spend.

Report output (this sample has fewer than 30 users!)

Drill-down


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Users – Top 30 – by Page Count

This template shows the 30 users with the highest page counts.

Groups users by page count (SafeCom TrackingPageCount)

Data shown: Number of jobs, total number of pages (impressions), total number of colour pages, total number of mono pages, total number of duplex pages, total price 1 and total price 2

Drill-down: Double-clicking a user will bring up all the users jobs in the given period. Data shown is identical to the main output.

Parameters: Period start and end date, Department (SafeCom Description field). When that field is populated only users with a description field matching the value will be shown in order of their total page count.

Report output

Drill-down


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7. Miscellaneous

Cash Loader Summary

This template shows totals of transaction values grouped by the Executing user. When cash loaders are correctly configured each should have a unique Executing User configured to identify individual cash loaders (kiosks).

Groups data by Executing User Logon

Data shown: Executing user logon, total value of transactions

Drill-Down: Shows all transaction associated to that executing user (Date/time of transaction, transaction ID, user logon initiating the transaction, transaction value, comment string)

Report output

Drill-down


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Statistics

This report provides an overview of all the key statistics of a SafeCom solution.

Data shown: Total number of pages and jobs added, total number of pull pages and jobs printed, total number of pull pages and jobs deleted by the system, total number of pull pages and jobs deleted by the user, total number of push pages and jobs printed, total number of copy pages and jobs produced, total number of user logins.

Report output

Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (.rtf) XML (.xml)...

Documents

Transcript of Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (.rtf) XML (.xml)...

Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (*.rtf) XML (*.xml)...

Documents

Transcript of Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (*.rtf) XML (*.xml)...

Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (.rtf) XML (.xml)...

Transcript of Betasoft Advanced Reporting for SafeCom solutions · Rich Text Format (RTF) (.rtf) XML (.xml)...