'Automation monitor' report

Disclaimer

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

The Automation monitor in a domain provides an insight into the automatic processing rate of documents in a domain.

For a detailed description, see article Automation monitor.

This report shows per domain the automatic processing rate of the past 30 days based on the scores of the following three indicators:

• General configuration checks
  (see article General (Automation monitor))
• Checks of quality of contacts
  (see article Quality of contacts (Automation monitor))
• Checks of OCR recognition rules
  (see article OCR match rules (Automation monitor)).

The total score is the average of the scores of the checks covered by the general configuration, quality of contacts and OCR match rules in the domain.

A user with the role “Portal administrator” or “Portal back office” role can view this report.

ATTENTION!

In a Basic portal, the 'Automation' report is not available.

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

In the now-opened screen, click on Automation monitor to view a report of the automatic processing rate of documents in the domains in the portal.

The following screen is opened:

Filters

You can use an extended filter by clicking on the filter button in the upper right of the search/filter bar:

This allows you to filter the data shown by back office role in a domain:

• Responsible
• Backup
• Controller
• Account manager.