Overview

This page describes the Web reports page, which is a central interface for accessing and managing Usage and Costs reports and Green reports. 

• For general information about reports, see Web interface – Reports.

• See Usage and Cost reports and Green Reporting for detailed information.

• See Print tracking methods and Available Copy Tracking Methods for data source information.

Web reports consists of  two kinds of statistical data: basic statistics and detailed statistics. Detailed statistics contain details about each individual job accounted by the YSoft SafeQ. Basic statistics are created from detailed statistic by grouping similar jobs in one hour intervals. Basic statistics preserve key dimensions (print/copy/scan, user name, cost center, device, billing code…) but drop job-specific ones (job title, job origin, exact time).

Detailed statistics keep data for the last 2,000,000 jobs or the last 31 days, whichever comes first. Basic statistics keep data for last 2,000,000 aggregated records. Older records are removed. Please consider the installation of the CRS if longer history of accounting data is required. Another option to preserve older data is to set up regular automatic exports.

Displaying the Web reports page

To display Web reports page:

1. Login into YSoft SafeQ Web Interface with sufficient rights to administer printers (for example, "admin")

2. Go to Reports > Web reports

Selecting a report to view

On the Web reports page, use the filters to select the report you want to view.

• Type of report – Standard or weekly averages

• Report – Standard, per device, per device cost center, per device group, ...

• From date – Start date of the report

• To date – End date of the report

Selecting specific information to include in the report

Click Show advanced filter (located on the right side of the filter panel).

The Advanced filters give you many options for information to include in the selected report:

Advanced filter

• Limit to users – Include only data for the selected users

• Limit to cost centers of users – Include only data for the selected user cost centers

• Limit to cost center s of devices - Include only data for the selected device cost centers

• Limit to device - Include only data for the selected devices

• Limit to group of devices - Include only data for the selected group of devices

• Limit to billing code – Include only data for the selected billing codes

Available Columns

To specify which columns will be visible in the generated report, click the column name and it will be automatically added to the Columns included in report section.

NOTE: Four columns with the prefix Savings are for Green reports (see Green Reporting). Green reports provide information about specific savings to the environment that result from the use of YSoft SafeQ.

• Savings – CO2

• Savings – energy

• Savings – trees

• Savings – water

Order Column

In this section, select which counter types (for example B/W print, color print, B/W print large, ...) will be displayed in the report overview and the order in which the columns will be displayed. To include a counter type, leave the green check next to it. If you do not want to see that type of counter in your report, click the green check to change it to a red cross. To change the order of counter types, click the associated arrow icons.

Columns written in bold font are summary columns that displays the sum of counters (for example BW pages contains sum of all Black and White type of print, copy, etc.).

Displaying and working with a report

After you select a predefined report or a report that you have customized by setting filter options, click Search to display the report.

On the left side of the report, you can see counter types: Total, B/W print, B/W copy, Color pages and so on. To display only selected counter types, click the counter types you want to include. For example, to display only B/W prints, click B/W print.

The reports will display:

• bar, line or pie graph (if hidden, click on the graph icon in the top left corner of report)

• general report for selected time interval

• report according advanced filter settings (depends on the length, report can be displayed on more pages - to move between pages use arrows in the bottom right corner)

Here you can see different graph types (bar, line, pie)

Action options

To display Action options, click  . The following options appear:

• Include latest processed data – Report will be recalculated to include the latest processed data (data that is saved in database more than one hour but had not been added to report by hourly executed statistics generator task).

• Delete current custom filter – Delete the current customized filter (if you have selected filter options).

• Export report to... -- These 4 options let you export the displayed report to a file with the selected extension. You can choose between three types of Microsoft Excel files (CSV, XLS or XLSX), a PDF file, or an HTML and XML file.

Saving the changes you made as a new customized report

To save all the changes you made on the Web reports page (visible columns, order of columns, and other changes), click Save changes; then* enter a name for your new customized report. YSoft SafeQ saves the report and you will be able to select it directly from the *Report filter drop-down menu the next time you need it.