'Productivity' report

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In the Yuki accountant portal, from the ‘Productivity’ report, a number of views are available regarding the productivity of employees in the portal:

• Transactions per user
• Transactions per domain
• Transactions per document type.

A user with the ‘Portal administrator’ or ‘Portal back office’ role can view this report.

Statistics are kept of, for example, the number of transactions processed per day, employee, document type, domain, etc.

You can also see which employee has answered the most back office questions, matched the most transactions manually or created the most successful processing rules with automatic processing.

ATTENTION!

The customer can view a specification of the billable processed transactions in his or her own domain (in the PO Box). Here the total transactions of the invoice are shown split by document type.

In the accountant portal, click on Management and then click on Reports. 

In the now-opened screen, click on Productivity to view a report of the number of transactions processed in the domains of the portal.

The following screen is always opened in the Transactions per user view:

Views

You can also indicate in this screen that one of the other views should be shown:

• Transactions per domain
  
  
  
• Transactions per document type
  
  

Filters

In all views, you can filter the data shown by:

• Transaction type: show only processed transactions, data entry completed, back office queries answered, manual matching or automatically processed via processing rules
• Document type: Standard, Electronic statement, Purchase invoice, Sales invoice (Yuki invoicing), Bank statement, Cash statement, VAT return, Financial import file, Pay slip, SEPA, General journal, Opening balance, Payroll tax assessment, Unpaid invoice reminder, Sales invoice (uploaded) or Expense claim.
• Period: indicate, if possible, from which period you want to view the data.
  
  

The Transaction type and Document type filters mentioned above refine each other and work as AND-AND criteria.