Reports
A report aggregates extracted data and validation results across one or more jobs. Use reports to calculate totals, averages, counts, and breakdowns for analysis and export.
Creating a Report
Section titled “Creating a Report”- Navigate to Analyze > Reports and click New Report.
- Enter a name, optional description, and tags.
- Click Save to create the report, then configure data sections and line items.
Data Sections
Section titled “Data Sections”Each report has one or more data sections. A data section defines the source of data:
- Select a processor — this determines which fields are available.
- Select one or more jobs to include. Only jobs that use the selected processor are shown.
You can add multiple data sections with different processors to build cross-functional reports.
Line Items
Section titled “Line Items”Line items define what calculations to perform. Each line item has:
| Property | Description |
|---|---|
| Title | Display name for the result row |
| Source | A processor field name or a logic block reference |
| Operator | The calculation: total, average, or count |
| Conditions | Optional filters to include only certain documents |
| Pivot Fields | Optional fields to group results by distinct values |
Operators
Section titled “Operators”- Total — Sum of the field’s values across all matching documents.
- Average — Mean of the field’s values across all matching documents.
- Count — Number of documents that match the conditions. When applied to a logic block, counts pass/fail occurrences.
Conditions
Section titled “Conditions”Filter which documents are included in a line item’s calculation:
- Select a field name and an option (a specific value).
- Only documents where that field matches the option are counted.
- Combine multiple conditions to narrow the dataset.
Pivot Fields
Section titled “Pivot Fields”Group results by the distinct values of one or more fields:
- Add a pivot field to a line item.
- The result is broken down into rows — one per unique value of the pivot field.
For example, pivoting a total of invoice_amount by vendor_name produces a per-vendor total.
Confirmed-Only Mode
Section titled “Confirmed-Only Mode”Toggle Confirmed Only on a data section to restrict calculations to documents that have been confirmed during review. This ensures reports reflect only human-verified data.
Running and Viewing Results
Section titled “Running and Viewing Results”Click Run to generate the report. Results are displayed in a table with one row per line item (or per pivot group). Re-run the report at any time to get updated numbers as jobs are processed and documents are confirmed.
CSV Export
Section titled “CSV Export”Click Export CSV to download the report results as a CSV file for further analysis in spreadsheets or BI tools.