Sample report: Production Summary Report

This report (formerly named "BPO Invoice Preparation Report") is included in your XBOUND installation – see description in XBOUND Help.

Question

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

SELECT Client, Process,

(SELECT COUNT(DISTINCT FieldID) AS Expr1

FROM V_InteractiveField AS Sel1

WHERE (ProcessID = V_StepsDocReport.ProcessID) AND (FieldEvaluation < 4)) AS FieldCount,

(SELECT SUM(Substitutions + SuggestionFaulty) AS FCo

FROM V_InteractiveStepsDocReport

WHERE (ProcessID = V_StepsDocReport.ProcessID)) AS FieldCorr,

(SELECT SUM(SuggestionCorrect) AS FCon

FROM V_InteractiveStepsDocReport AS V_InteractiveStepsDocReport_1

WHERE (ProcessID = V_StepsDocReport.ProcessID)) AS FieldConf COUNT(DISTINCT DocID) AS DocCount,

SUM(CASE WHEN BatchID = DocID THEN CurrentSheetCount ELSE 0 END) AS SheetCount,

SUM(CASE WHEN BatchID = DocID THEN CurrentPageCount ELSE 0 END) AS PageCount,

(SELECT SUM(CASE WHEN BatchID = DocID THEN InterActiveTimeSum / 3600 ELSE 0 END) AS Expr1 FROM V_InteractiveStepsDocReport AS Sel1

WHERE (V_StepsDocReport.ProcessID = ProcessID)) AS Time,

(SELECT AVG(CASE WHEN BatchID = DocID THEN InterActiveTimeSum / 3600 ELSE 0 END) AS Expr1

FROM V_InteractiveStepsDocReport AS Sel1

WHERE (V_StepsDocReport.ProcessID = ProcessID)) AS TimeAvg

FROM V_StepsDocReport

WHERE ((CASE WHEN ParentID = 0 THEN (CASE WHEN OriginalDocName IS NULL

THEN '<not assigned>' WHEN OriginalDocName = '<only sub document types>' THEN ' ' ELSE OriginalDocName END) END) IN (@OriginalRootDocumentType) OR

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

THEN '<not assigned>' WHEN OriginalDocName = '<only sub document types>' THEN ' ' ELSE OriginalDocName END) END) IN (@OriginalSubDocumentType)) AND

(Client IN (@strClient)) AND (Process IN (@strProcess)) AND (DocCreateDateOnly BETWEEN @StartDate AND @EndDate)

GROUP BY Client, ProcessID, Process

V_StepsDocReport is derived from W_DocReport, W_Document, and V_StepsReports.
W_DocReport is populated by the XBOUND 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 V_StepsReports? All of a document's process steps are saved in this view. The field/document/process step connection is made here, as well as assignment to the process and client.
Interactive Processing Time refers to all of the documents which passed an interactive process step.
Doc Count includes all root documents and sub-documents that have passed Capture End and are populated by the Agent for Reporting.
Average Interactive Processing Time refers to interactive time / Doc Count.

Field label in the report	Field in the Select statement
Processed Time (Hours)	Time
Avg. Time per Document (Hours)	Time/DocCount
Root & Sub-documents	DocCount
Fields Captured (Total)	FieldCount
Fields Correct (Total)	FieldCorr
Fields Correct (%)	FieldCorr/FieldCount
Fields Confirmed (Total)	FieldConf
Fields Confirmed (%)	FieldConf/FieldCount