RPI Consultants shares our knowledge and experience installing and configuring out of the box Business Insight reports for Perceptive Content.
Hello and welcome to Business Insight’s Out of the Box Reporting, an RPI Consultants presentation. I am Derreck Mayer, a senior consultant with RPI. Let’s begin.
What is Business Insight? Business Insight integrates directly with Perceptive Content and its data to provide advanced reporting opportunities across many areas of the business. Business Insight comes with a large library of Out of the Box reports that span several areas of the platform. Additionally, custom report authoring is available for more detailed or specific report needs.
Why use Business Insight? There are several advantages to adding Business Insight to your Perceptive Content architecture. First and foremost, Business Insight allows you to determine choke points and areas where efficiency can be increased within your organization. There might be bottlenecks that could be avoided by adjusting the process or workflow. Additionally, Business Insight can assist in auditing all of the departments and solutions using Perceptive Content within your organization.
Business Insight organizes your Perceptive Content data, including documents, folders, tasks, et cetera into user-friendly charts, graphs, and tables. Finally, using Perceptive Content security, Business Insight can provide multiple teams access to valuable metrics specific to their solution, while weeding out irrelevant data from other teams or departments.
Business Insight is directly integrated with Perceptive Content and the client tool bar, as shown here. Just like other aspects of the client, Business Insight reports are made available to users based on their permissions. The reports button lists all the different sections of reports currently built out in a Perceptive Content solution, including the seven Out of the Box sections: Administrative, dashboards, documents, records management, sector-specific reports, tasks, and workflow. Any custom reports can be added to their own section or an existing section.
For example, we have a test report section here. Additionally, the Perceptive Content explorer will have a section dedicated to reports and the various report sections available to your users. Let’s take a closer look at the Out-of-the-Box reports available with Business Insight.
First, we have the administrative reports. These reports focus on auditing, configuration, and security reporting. Auditing reports focus on actions and help determine who performed what actions and when those actions occurred. Configuration reports look at the Perceptive Content configuration, including details about workflow queue setup. Finally, security reports look at all the user and group security in Perceptive Content, helping determine who has access to what. Here is an example of a security report. The Access Control Markings Group Security report.
The next section of reports is the dashboard section. Dashboards provide a visual representation of data using a variety of charts and graphs, including bar graphs and pie charts. Dashboards focus specifically on workflow and task data, including the items currently in workflow, as well as the state of said items. Here we see the workflow dashboard. On the left, it provides a representation of the items in workflow and the queues by setting dials higher based on the volume in the associated queue. On the right, we see a standard pie chart that differentiates the proportion of workflow items in various states. In this example, most of the documents in workflow are idle.
The third section of reports consists of document reports. These reports also come in three sections: Annotations, capture, and digital signatures. Annotation reports look at which documents have been annotated with specific data ranges. Capture reports provide detail on what documents were captured and by which users. Finally, digital signature reports display details for signed documents, including the reason selection information.
Here we see the documents with annotations report. It shows a bar graph, one bar for each date in the report, and then those bars are split up into different