Help > Sample reports > Processing Report

Sample report: Processing Report

This report is included in your XBOUND installation – see description in XBOUND Help.

Question

How many root documents were processed in a process step, and how long did it take to process all of those documents in the step?

Data source

V_StepsReports

Query

SELECT     Client, Process, ProcessStep,

           SUM(CheckOutDurationHours) AS Time,

           AVG(CheckOutDurationHours) AS TimeAvg,

           COUNT(DISTINCT DocumentID) AS DocumentCount,

           RepCatName,

CASE       RepCatName WHEN ' ' THEN '<not assigned> ' ELSE RepCatName END AS CatDisplayName

FROM       V_StepsReports

WHERE      (ProcessStep IN (@strProcessStep))

AND        (DateOnly BETWEEN @StartDate AND @EndDate)

AND        (Client IN (@strClient))

AND        (Process IN (@strProcess))

AND        (Action <> 'CheckOut')

AND        (Action <> 'RoutedManually')

AND        (CASE DocumentType WHEN ' ' THEN '<not assigned>' ELSE DocumentType END IN

           @DocumentType))

AND        (CASE RepCatName WHEN ' ' THEN '<not assigned> ' ELSE RepCatName END IN

           (@RepCatName))

GROUP BY Client, Process, ProcessStep, RepCatName

Selections / sub-queries

ClosedClient (@strClient)

SELECT     DISTINCT Name, ID

FROM       C_Client

 

ClosedProcess (@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))

 

ClosedProcess step (@strProcessStep)

SELECT     C_ProcessStep.Name, C_ProcessStep.ID AS ProcessStepID, C_Client.ID AS ClientID,

           C_Process.ID AS ProcessID, C_Process.ClientID AS ProcessClientID,

           C_ProcessStep.ProcessID AS ProStepProcessID

FROM       C_ProcessStep INNER JOIN

           C_Process ON C_ProcessStep.ProcessID = C_Process.ID INNER JOIN

           C_Client ON C_Process.ClientID = C_Client.ID

WHERE      (C_Client.Name IN (@strClient))

AND        (C_Process.Name IN (@strProcess))

 

ClosedReporting category (@RepCatName)

SELECT     DISTINCT CASE RepCatName WHEN ' ' THEN '<not assigned> ' ELSE RepCatName END AS  

           AllRepcats

FROM       V_StepsReports

WHERE      (Client IN (@strClient))

AND        (Process IN (@strProcess))

AND        (ProcessStep IN (@strProcessStep))

 

ClosedDocument type (@DocumentType)

SELECT     DISTINCT CASE DocumentType WHEN ' ' THEN '<not assigned> ' ELSE DocumentType END

           AS AllDocTypes

FROM       V_StepsReports

WHERE      (Client IN (@strClient))

AND        (Process IN (@strProcess))

AND        (ProcessStep IN (@strProcessStep))

 

ClosedStart date / End date (@StartDate / @EndDate)

SELECT     MIN(DateOnly) AS StartDate, MAX(DateOnly) AS EndDate

FROM       V_StepsReports

 

Good to know

Sample report: Capture Statistics

Sample report: Detailed Capture Statistics

Sample report: Sheet Page Image Per Process Step

Sample report: Production Summary Report

Creating custom reports