Running Reports

There are three available SDX Admin reports.
  • The Transaction Totals Report shows the number of packages by kilobyte size that was sent out for all users (or individual user if that was the criteria in the report options). This report is typically used to reconcile the SDX invoice.
  • The Transaction Summary report shows detailed information on the individual packages that were sent or received. The criteria for running the report can be based on as few or many status variables needed by package type (paper, standard). The report displays standard information, as well as specific meta data selected by the user.
  • The List All Users Report shows a list of all the users in the system.
To run an Admin report:
  1. Click the Reports link from the Support section of the navigation menu. The Report Group screen is displayed with a list of currently configured groups.

    Note: You may need to expand group containers to view subgroups. The above image displays the top level group expanded.
  2. Click on the link for the group for which you wish to run a report. The Reports screen is displayed.
  3. Select the desired options within the Options and Trasnsaction Summary Report sections.
    Note: All options may not apply to all customers. For example; if a customer does not use WKFS paper services, there is no reason to select any options under Paper .
  4. Click the desired Run Report button. A dialog box is displayed prompting you to open or save the report.
  5. Either:
    • Click Open to view the report in a new window.
    • Click Save to save the report to your computer. The standard Windows Save As dialog is displayed allowing you to select a location in which to save the file. This allows you to use the Excel functionality (sorting, etc.) for your report.
    The following table describes the features of the Reports screen. (review note: does this look/function the same on windows 10?)
    Feature Description
    Options
    Open reports in new window Allows the report to open in a new browser window.
    Open reports in Excel Generates the report in Microsoft Excel format. If not selected, the report is displayed in tabular HTML format.
    All Users In Group Generates a report including all users within the selected group.
    User Allows you to generate the report for a specific user. Select this option and then click the Run Report button to display the Select User screen.

    Search for the desired user as described in Finding Users.
    From/To Allows you to enter a specific date range. Use the mm/dd/yy format.
    Date Range Allows you to select a preconfigured date range for the report. Options are:
    • Yesterday
    • Today
    • This Week
    • This Month
    • This Year
    Reset Resets all options in the Options section to the default values.
    Transaction Totals Report
    Run Report Initiates the Transaction Totals report configured to the options selected in the Options section.
    Transaction Summary Report
    Sent Packages Allows you to search for sent packages
    Received Packages Allows you to search for received packages
    Search by: Select search by SDX Date or Application Date. (review note: clarification on what these distinctions are)
    Paper Direct to - the package was sent directly to the paper fulfillment area to be printed and mailed. No electronic package was sent to the recipient.
      Requested - the package was sent electronically to the recipient who failed to retrieve it before the expiration time frame. The package will be printed and mailed.
      Completed - the package has been printed and mailed to the recipient.
    Waiting (not viewed) - the package was delivered electronically but the recipient has not yet retrieved it.
      Consented - the recipient has consented to receive the package and has viewed the message/package.
      Declined - the recipient has declined consent to receive the package and has not viewed the message/package.
      Signed - the recipient has consented to receive the package and has digitally signed the package (only valid for SDX sites configured for digitally sign).
      Viewed (not signed) - the recipient has consented and viewed the message/package, but did not sign or reject the package (only valid for SDX sites configured for digitally sign).
    Note: Statuses that appear on the report may not exactly match the status selected on the report criteria screen. For example, the Not Signed package status in the report is actually the Viewed (not signed) option selected in the report criteria screen.
      Rejected - the recipient has consented and viewed the package and has digitally rejected the package (only valid for SDX sites configured for digitally sign).
    Standard Packages Waiting (not viewed) - the package was delivered electronically but the recipient has not yet retrieved it.
    Received Received (viewed) - the recipient has retrieved and viewed the package.
    Recalled Allows you to search for recalled packages.
    Archived Allows you to search for archived packages.
    Deleted Allows you to search for deleted packages.
    Purged Allows you to search for purged packages.
    Show Select any of the options under this heading to include them in the report.
    Show Meta Data Select any of the options under this heading to include them in the report.
    Remove Number Duplicates Select Yes to remove duplicate number records. Select No to display all duplicates.
    Run Report Click to initiate the report.
    Reset Resets all options in the Transaction Summary Report section to the default values.
    List All Users
    Run Report Click to initiate the report, which generates in Excel format only.
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