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Sample report: Detailed Capture Statistics

Available in XBOUND 3.8.1 and later.

Question

How much automatic and manual effort was required for document processing, and what was the capture quality of the fields for each document type?

Data source

V_FieldStepsReport

Query

SELECT Client, Process, ReclassifiedDocName, Name,

(SELECT COUNT(DISTINCT DocID) AS Expr1

FROM V_StepsDocReport AS Sel1

WHERE (ProcessID = V_FieldsStepsReport.ProcessID)

AND (V_FieldStepsReport.ReclassifiedTypeID = ReclassifiedTypeID)

AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS DocCount,

(SELECT COUNT(DISTINCT FieldID) AS Expr1

FROM V_FieldPerDocument AS Sel1

WHERE (ProcessID = V_FieldsStepsReport.ProcessID) AND (Name = V_FieldStepsReport.Name)

AND FieldEvaluation < 4) AND (V_FieldStepsReport.ReclassifiedTypeID = ReclassifiedTypeID)

AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS FieldCount,

(SELECT COUNT(FieldEvaluation) AS Expr1

FROM V_FieldPerDocument AS Sel1

WHERE (ProcessID = V_FieldStepsReport.ProcessID)

AND (V_FieldStepsReport.ReclassifiedTypeID = ReclassifiedTypeID)

AND (Name = V_FieldStepsReport.Name) AND (FieldEvaluation = 0) AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS FieldCorrect,

(SELECT COUNT(FieldEvaluation) AS EXPR1

FROM V_FieldPerDocument AS Sel1

WHERE (ProcessID = V_FieldStepsReport.ProcessID)

AND (ReclassifiedTypeID = V_FieldStepsReport.ReclassifiedTypeID) AND

(Name = V_FieldStepsReport.Name) AND (FieldEvaluation = 2) AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS FieldSuggCorr,

(SELECT COUNT(FieldEvaluation) AS Expr1

FROM V_FieldPerDocument AS Sel1

WHERE (ProcessID = V_FieldStepsReport.ProcessID)

AND (ReclassifiedTypeID = V_FieldStepsReport.ReclassifiedTypeID) AND

(Name = V_FieldStepsReport.Name) AND (FieldEvaluation = 3) AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS FieldSuggWrong,

(SELECT COUNT(FieldEvaluation) AS Expr1

FROM V_FieldPerDocument AS Sel1

WHERE (ProcessID = V_FieldStepsReport.ProcessID)

AND (ReclassifiedTypeID = V_FieldStepsReport.ReclassifiedTypeID) AND

(Name = V_FieldStepsReport.Name) AND (FieldEvaluation = 1)AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)) AS FieldSubstituted

FROM V_FieldStepsReport

WHERE (Client IN (@strClient)) AND (Process IN (@strProcess)) AND ((CASE WHEN ParentID = 0 THEN (CASE WHEN ReclassifiedDocName IS NULL

THEN '<not assigned>'

WHEN ReclassifiedDocName = '<only sub-document types>'

THEN ' ' ELSE ReclassifiedDocName END) END) IN (@RootDocumentType) OR

(CASE WHEN ParentID <> 0 THEN (CASE WHEN ReclassifiedDocName IS NULL

THEN '<not assigned>' WHEN ReclassifiedDocName = '<only sub-document types>' THEN ' ' ELSE ReclassifiedDocName END)

END) IN (@SubDocumentType)) AND (VerifyDateOnly BETWEEN @StartDate AND @EndDate)

GROUP BY Client, ProcessID, Process, ReclassifiedTypeID, ReclassifiedDocName, Name

Selections / sub-queries

Client (@strClient)
SELECT DISTINCT Name, ID
FROM C_Client
Process (@strProcess)
SELECT DISTINCT   C_Process.Name, C_Process.ClientID, C_Process.ID, C_Client.ID AS ID_Client,
                  C_Client.Name AS ID_Name
FROM              C_Process INNER JOIN
                  C_Client ON C_Process.ClientID = C_Client.ID
WHERE             (C_Client.Name IN (@strClient))
Root document type (@RootDocumentType)
SELECT '<only sub document types>' AS RootDocumentType
UNION ALL
SELECT DISTINCT CASE WHEN ReclassifiedDocName IS NULL THEN '<not assigned>' ELSE ReclassifiedDocName END AS RootDocumentType
FROM V_FieldStepsReport
WHERE (ParentID = 0) AND (Process IN (@strProcess))
Sub-document type (@SubDocumentType)
SELECT '<only root document types>' AS SubDoumentType
UNION ALL
SELECT DISTINCT CASE WHEN ReclassifiedDocName IS NULL THEN '<not assigned>' ELSE ReclassifiedDocName END AS SubDocumentType
FROM V_FieldStepsReport
WHERE (ParentID <> 0) AND (Process IN (@strProcess))
Document verification date from/to
SELECT MIN(VerifyDateOnly) AS StartDate, MAX(VerifyDateOnly) AS EndDate
FROM V_FieldStepsReport

Good to know

V_FieldStepsReport is derived from W_Field, W_FieldReport, and V_StepsDocReport.
V_FieldPerDocument is derived from W_Field, W_FieldReport, W_Document, and W_DocReport. (Names are also fetched from C_Process and C_DocType.)
W_FieldReport and W_DocReport are populated by the Agent for Reporting. A Capture End Point must be set in order for in order for documents to be reported here.
Why W_DocReport? The Agent for Reporting collects, processes, and saves the required values in the W_DocReport table.
Why W_FieldReport? The Agent for Reporting collects, processes, and saves the required values in the W_FieldReport table.
Doc Count includes all root documents and sub-documents that have passed Capture End and are populated by the Agent for Reporting.
Document Type is the type after reclassification (the value at Capture End Point)

Field label in the report	Field in the Select statement
Root & Sub-documents	DocCount
Fields Captured (Total)	FieldCount
Fields Correct (Total)	FieldCorrect
Fields Correct (%)	FieldCorrect/FieldCount
Fields Suggested Correctly (Total)	FieldSuggCorr
Fields Suggested Correctly (%)	FieldSuggCorr/FieldCount
Fields Suggested Incorrectly (Total)	FieldSuggWrong
Fields Suggested Incorrectly (%)	FieldSuggWrong/FieldCount
Fields Substituted (Total)	FieldSubstituted
Fields Substituted (%)	FieldSubstituted/FieldCount

Sample report: Capture Statistics

Sample report: Processing Report

Sample report: Production Summary Report

Sample report: Sheet Page Image Per Process Step

Creating custom reports