MIS Report

The MIS Report Module is a powerful reporting tool within our product that enables users to generate comprehensive reports based on document category, project, and subtype. These reports cover essential statistics related to documents processed in the application, including processing time, export time, and document processing accuracy at the MI/QC stage. This documentation provides step-by-step guidance on how to utilize the MIS Report Module effectively to access valuable insights.

Key Features of the MIS Report Module

The MIS Report Module encompasses the following key features:

Document-Based Reports: Users can generate reports based on document category, project, and subtype, providing a granular view of document processing statistics.

Time Metrics Tracking: The module includes reports that highlight file upload date and time, processing time, and export time, enabling users to assess processing efficiency.

Accuracy Assessment: Users can access reports that display document processing accuracy at the MI and QC stages, ensuring data quality monitoring.

Accessing MIS Report

To access the MIS Report page, follow these steps:

In the main menu, under Document Monitoring, click MIS Report. The MIS Report page opens with four different tabs as shown below.

Following tabs are available on the MIS Report page:
- Detailed Reconciliation
- Reconciliation Summary
- Processing Time Report
- Accuracy Report
Select the category, project, and subtype from the drop-down to view the records for a pre-defined duration or use the icon to specify the required duration and then click Apply.
Note
- It is mandatory to select the category and project to display the records.
- You can view MIS Reports for both active and inactive category, project, and subtype.
All records matching the given criteria are displayed in the grid. Utilize the Search field to filter and find specific records within the displayed grid (Refer searching data).

Click on the buttons inside the tabbed menu to know more.

Displays the statistics related to the number of documents in process at each stage. For more details about document processing stages, refer process stages.

Column header descriptions

COLUMN NAME	DESCRIPTION
Subtype	Displays the subtype name.
Input Date	Date at which the file was uploaded for processing.
Input Source Name	Displays the source name.
Batch Number	Displays the batch number.
Document ID	Displays the document ID.
Received Filename	Displays the file name received for processing.
Filename Post Split	Displays the file name after document split.
Stage	Displays the name of the stage where the file is currently being processed.

You can also view the column descriptions by clicking the Column Description icon.

The Reconciliation Summary provides complete details of the count of files received for processing for a selected subtype and duration. The summary includes an individual count of files in process at each stage post-split.

Column header descriptions

COLUMN NAME	DESCRIPTION
Subtype	Displays the subtype name.
Input Date	Date at which the file was uploaded for processing.
Input Source Name	Displays the source name.
Received File Count	Displays the file count received for processing.
File Count Post Split	Displays the total file count post the splitting process.
Difference in Count	Displays the count of any difference observed during the processing of the file.
Upload	Displays the file is currently in process at the uploaded stage.
Object Identification	Displays the file is currently undergoing object identification.
Ready for Processing	Displays the file is currently undergoing image processing.
Pre-processing	Displays the file is currently in process at perform OCR stage.
Source Identified	Displays the file is currently undergoing source identification.
Data Extraction	Displays the file is currently in process at extract data stage.
Auto Split Completed	Displays the file is currently undergoing auto splitting.
Needs Manual Handling	Displays the file is currently being manually processed.
Ready for Quality Check	Displays the file is currently in process at quality control stage.
Needs Manual Splitting	Displays the file is currently being manually split.
Ready to Export	Displays the file is currently in process at export data stage.
Document Rejected	Displays the file that is being rejected.
Others	Displays the file is currently in process at any other stage.
Document Exported	Displays the file that is being exported.

You can also view the column descriptions by clicking the Column Description icon.

The Processing Time Report displays the file upload date and time along with its processing time from its upload into the system till its export. It also gives the time difference between the exported file date and time and the uploaded date and time of the file.

Column header descriptions

COLUMN NAME	DESCRIPTION
Input Filename	Displays the name of the file when it was uploaded for processing.
Filename After Split	Displays the name of the file after document splitting.
Input Date & Time	Displays the date and time when the file was uploaded for processing.
Exported Date & Time	Displays the file exported date and time.
Calender Elapsed Time	Displays the time difference between the exported and input date and time of the file.
Processing Time	Displays the processing time taken by the file from uploading till its export.

You can also view the column descriptions by clicking the Column Description icon.

Displays the accuracy at which a document is processed at the MI and QC stages, respectively.

Column header descriptions

COLUMN NAME	DESCRIPTION
Project	Displays the project name.
Subtype	Displays the subtype name.
Batch	Displays the batch name.
Filename	Displays the file name.
Document ID	Displays the document ID.
Input Source Type	Displays the name of the input source type. For details about each input source type, refer input types.
Date Processed	Displays the processing date of the file.
Field Name	Displays the name of the field whose value is to be extracted.
Header/Detail	Displays the location from where the value is extracted (H=Header & D=Detail).
Row Number	Displays the row number from where the value is extracted.
Extracted Value	Displays the extracted value.
Extracted Number	Displays the count of extracted value.
MI Value	Displays the extracted MI value.
MI User	Displays the name of the MI user.
QC Value	Displays the extracted QC value.
QC User	Displays the name of the QC user.
Export Value	Displays the exported value.
Export User	Displays the name of the user who exported the value.
MI Start Time	Displays the start time of manual handling process.
MI End Time	Displays the end time of manual handling process.
QC Start Time	Displays the start time of quality check process.
QC End Time	Displays the end time of quality check process.
Source Name	Displays the source name.
Coordinates	Displays the set coordinates.

You can also view the column descriptions by clicking the Column Description icon.

Filtering records

The filter option available on the Accuracy Report tab allows you to filter records based on the processing stages.

On the top-left corner of the Accuracy Report tab, click Apply Filter field (see the below image). The available options are Extracted, MI Completed, QC Completed, and Exported.
Select the required option. For example, we have selected the MI Completed option in the image below. When you select this option, all records with completed MI are displayed.
Scrolling horizontally across the Accuracy Report page, you can view the name of the user who performed the MI along with the MI Start Time and MI End Time.
Similarly, you can select other options from the Apply Filter field and view their respective information.

Viewing MI/QC differences

The MI/QC differences toggle switch lets you view the difference in time taken to perform MI and QC.

On the Accuracy Report tab, enable the MI/QC differences toggle switch next to the Apply Filter field (see the below image).
Scrolling horizontally across the Accuracy Report page, you can view the MI Start Time, MI End Time, QC Start Time, and QC End Time.

Click to export the MIS report.