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At any point in Scan123 you see this: Click on it and a little 'help' flyout will assist you. Try it!
At any point in the Help Docs you see this: there's a video tutorial.

 

Reports


My Recent Activity


This is a user level version of the Activity by User report. Review your scanning history. Columns show total uploads per day. Click on a column to view a detailed list of scans uploaded. The report will display the last two weeks by default. You can change the date by selecting a new Start/End Date. Click Show Totals. All reports in Scan123 are only able to span a 31 day date range.

Use this report to locate scans that were uploaded to the incorrect cabinet. Review the list of detailed scans for any out-of-place documents. For example, if the Cashier typically scans Parts Tickets, he/she may review this report and find a scan filed into the Accounts Payable Cabinet. The misplaced file can easily be moved to the correct cabinet by clicking the folder name and moving the file.

User Reports: My activity

All Recent Activity


Review scanning history for your Scan123 account. The columns only show total scan uploads per day into the cabinets that the user has access to. Click on a column to view the detailed list of scans uploaded. Report will display the last two weeks by default. Change date by selecting a new Start/End Date. Click Show Totals. The date range can be set for a maximum of 31 days.

User Reports: All activity

Sequence Report


This report is useful for cabinets that are filed in sequential order such as your Repair Orders, Health Record numbers or Accounts Payable checks. Use the Sequence Report to help identify any documents that were misfiled or not scanned. This report will only show you files that are missing.

Select the starting and ending number for your folder names, select the cabinet and click Show Report.

Out-of-sequence scans will display below the input fields after Start and End has been submitted.

User Reports: Sequence report

If you believe the documents were scanned and possibly misfiled, refer to the My Recent Activity Report to learn how to move misfiled files.

 

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There is a great deal more help and information about the administration of your companies' Scan123 account. To access more detailed help, please login.