Dispatcher Phoenix Web’s Report Generator Tool can generate reports specifically designed for ECM customers.

Getting Started

To start using the Report Generator tool to generate ECM reports, follow these steps:

1. Do ONE of the following:

   • Select the REPORTS card on the DP Web Home page, OR
   • Select Reports from DP Web’s left-hand side menu.

2. Select the ECM Reports card. See the following illustration:

Using the Report Generator Tool

When you first access ECM Reports on DP Web, the Report Generator Tool will appear, listing all the types of reports that can be generated on the left-hand side of the page, as in the following illustration:

To generate a report, do the following:

1. Click on the specific report that you are interested in. Other options will then appear, as in the following illustration:

   

2. Use the Start Date and End Date drop-down lists to specify a time period for the report.

3. If necessary, enter a user name, workflow name, or batch name in the supplied fields to filter the report accordingly.

4. Select the GENERATE REPORT button when you are done.

The generated report will then appear in the main section of the window, as in the following illustration:

Now the tool bar at the top of the page will be activated and a status bar at the bottom of the page will appear.

On the report, you can do the following:

• Select a specific record by clicking on the checkmark box in the row that you are interested in.
• Select all records by clicking on the first checkmark box that is located in the first column.
• Sort data in ascending or descending order by clicking on the column’s up/down arrow.

Key Features

• Tool Bar - The Report Generator Tool includes a tool bar that allows you to search through the report and save the report in a variety of formats. See the following illustration for an example:

  

  • Search - Allows you to enter text to filter the records displayed in the report. Click on the arrow button next to the field to begin the search process.

  • EXPORT OPTIONS - Filter the specific data that you want included in the report. If you de-select an option, that data will no longer appear in the report. The options available from the drop-down list will vary, depending on the report that you have generated. For example, with the Keystroke Tracking Report, you can choose the following:

  

  • EXPORT AS PDF - Save the report in PDF format. The following options are available:

    • Export all data - Export all data to PDF format.
    • Export only visible data - Export only data that is visible on the page to PDF format.
    • Export only selected data - Export only data that has been selected on the page to PDF format.
      

  See the following illustration:

  

  • EXPORT AS CSV - Save the report in CSV format. The following options are available:

    • Export all data - Export all data to CSV format.
    • Export only visible data - Export only data that is visible on the page to CSV format.
    • Export only selected data - Export only data that has been selected on the page to CSV format.
      

• Status Bar - The status bar at the bottom of the Report Generator Tool displays the following information:

  • The type of report generated.
  • The number of records generated.
  • The report’s time period.
  • The date/time that the report was generated.

See the following illustration for an example: