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Introduction:
The 'Documents In' report provides a comprehensive overview of the documents received into your account within the past 31 days. This guide outlines the steps to view and interpret this report effectively.
Step-by-Step Guide to View the 'Documents In' Report:
- Access the Dashboard:
Login to your account and navigate to the Dashboard.
- Open the Reports Section:
Locate the 'Reports' tile on the Dashboard and click on it to access the Reports section.
- Select the 'Documents In' Report:
Within the Reports section, locate and click on 'VIEW' for the 'Documents In' report.
- Review the Report Details:
The 'Documents In' report presents a breakdown of the received documents based on document types and the respective timestamps.
- Document Types and Time-frames:
The report provides the following information for each document type:
- Documents received within the last hour.
- Documents received within the last day.
- Documents received within the last 7 days.
- Documents received within the last 31 days.
By analysing this data, you can gain insights into the volume and timing of document arrivals.
