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Reports

OptimiDoc provides a comprehensive reporting suite that gives administrators — and, where appropriate, everyday users — full visibility into print, copy, and scan activity across the organisation. From real-time job tracking to scheduled report delivery, the Reports section helps you monitor usage, control costs, and meet compliance requirements.


Overview

The Reports section brings together all the tools you need to analyse document workflow activity. Whether you need to check a single user's recent print jobs, generate a monthly departmental cost report, or set up automatic monthly summaries for management, you will find the right tool here.

Access depends on the tool. My Jobs, the Activity Log and Standard Reports are available to every signed-in user (each scoped to what that user is allowed to see), while All Jobs, Automatic Reports, Price Lists and Billing Codes are administrative tools for managing organisation-wide data and cost models.


Reports Pages

Page

Description

All Jobs

View and analyse all print, copy, and scan jobs across the entire organisation with filtering, summary tiles, a detailed job inspector, and export to CSV.

My Jobs

Personal job history for the currently signed-in user, showing their own print, copy, and scan activity.

Activity Log

Chronological record of document processing operations with quick filters, a detail view, and filtered export.

Standard Reports

Interactive usage and cost analytics — summary tiles, charts and top-ten breakdowns by user, department, device, location and billing code, with CSV/XML/HTML export and a downloadable Excel template.

Automatic Reports

Schedule reports to be generated and delivered automatically by email on a daily, weekly, or monthly basis.

Price Lists

Define per-page pricing for print, copy, and scan operations to enable accurate cost reporting and quota enforcement.

Billing Codes

Organise jobs under billing codes (formerly Projects) for cost allocation, departmental billing, and per-code usage analysis.


Key Capabilities

  • Flexible filtering — narrow results by date range, user, department, device, billing code, and location, using type-ahead selectors that scale to large directories

  • Visual analytics — charts and top-ten breakdowns for quick pattern recognition in Standard Reports

  • Multiple export formats — download data as CSV, XML or HTML, an Excel report template, or export job lists directly to CSV

  • Scheduled delivery — automate report generation and email distribution

  • Cost tracking — assign prices to operations and track costs by user, department, or billing code

  • Job detail drill-down — inspect individual jobs with a document preview, full metadata, and a processing timeline


Getting Started

  1. Open Standard Reports to explore usage and cost analytics and understand the available filters and charts.

  2. Use All Jobs for job-level tracking and to inspect or export individual jobs.

  3. Set up Price Lists to enable cost-based reporting.

  4. Create Billing Codes if you need to track costs by client or department.

  5. Configure Automatic Reports for regular management summaries.


  • Dashboard — overview widgets with quick access to recent activity

  • Quotas — enforce spending limits based on price list values

  • Rules — automate job routing and policy enforcement