KPI reporting on task completion time in dashboard, advanced search/reporting tool
For monitoring and controlling of the invoice processing process we would need in a report showing all the data of the invoice life cycle: <when> did <who> perform <which step> for an invoice. Basically this reflects the data from the invoice history
1. <when> was the invoice created
2. <when>/<who> coded the invoice
3. <when>/<who> distributed the invoice
4. <when>/<who> reviewed invoice
5. <when>/<who> approved the invoice (first approval)
6. <when>/<who> approved the invoice (second/final approval)
7. <when>/<who> transferred invoice to ERP
8. <when> feedback from ERP was received
9. <when> invoice was archived
For each invoice with related data like <company>, <supplier (name/number)>, <invoice number>, <document id>
This shall allow to create on individual invoice and aggregated level an information, how long a certain process step is taking for a certain categories, e.g.
1. Type of invoice (Expense invoice, contract based invoice, document)
2. Supplier
3. Company
4. User
Background: That should help to define KPI and monitor them and identify potential bottlenecks in organization, process or function and improve it.
We would like to have these base data available in 1. Dashboard, 2. Advanced Search, 3. (future) new reporting tool.
Currently such comprehensive view is missing
Gerhard Bachl
shared this idea
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Sandra Dodge
commented
Also, can we have a Column for if a Task was rejected.
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Eugene Haasewinkel
commented
I would like to add the download or email of invoices, who did send or downloaded the invoice (pdf)
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AdminPer Flodin
(Admin, Medius Group )
commented
It is not possible to see this as aggregated data in MediusFlow, but it is to some extent possible to have this as a report outside MediusFlow. You'll not be able to see exactly who coded an invoice but rather who performed the task "Distribute" where you add the coding if not doe by approver him/her-self. All other tasks mentioned in the list above should be out of the box. This is doable using the new data source Task Assignment in the reporting tool. You need to extract the data needed and then transform it using Excel or other BI tool to achieve the result.
Please see online documentation. Simple example how to use the data source can be found here: https://success.mediusflow.com/documentation/user_guide/reports/examples/
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AdminPer Flodin
(Admin, Medius Group )
commented
It is not possible to see this in a dashboard in MediusFlow, but it is possible to have this as a report outside MediusFlow. This is doable using the new data source Task Assignment in the reporting tool. You need to extract the data needed and then transform it using Excel or other BI tool to achieve the result.
Please see online documentation. Simple example how to use the data source can be found here: https://success.mediusflow.com/documentation/user_guide/reports/examples/
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Gerhard Bachl
commented
For monitoring and controlling of the invoice processing process we would need in dashboard a KPI reporting showing aggregated values on overall time that handling for
1. A specific invoice
2. A specific supplier
3. A specific company
4. A specific user
5. Type of invoice (Expense invoice, contract based invoice, document approval)
took. Overall time (E2E lead time) should be shown for:
1. E2E (from time when created to time when archived)
2. Approval (from time when distributed to time when final approved)
a. First approval ((from time when distributed to time when last approved)
b. Second approval (from time 1st approval finished till final approved)
3. Distribution (time when created till time when distributed to approval workflow)
4. Transfer to ERP (time when finally approved to time when archived)
We would like to have this aggregated view available in dashboard
Ideal would be trill down to the single invoices for the aggregated values.