After documents are loaded via ED Loader, you can use the ED Reports feature to generate reports of the types of files imported, and whether or not each file type is supported.

 

hmtoggle_plus1To create summary reports

1.Open a grid by doing one of the following:

•On the Tools menu, click Display All Records.

Or

•Click the globe icon on the main toolbar.

Or

•Run a query.

Or

•Select a folder and then click Grid View or Grid View (Recurse).

2.With a standalone grid open, on the Tools menu, click ED Reports. The Report Preview dialog box appears.

Report Preview dialog box

3.Select an option as needed:

•To number the file path entries for either the Supported Files By Type report or the Unsupported Files by Type Report, on the Format menu, select File Numbering.

•To apply a watermark to the report, select Apply watermark to reports and then browse to an image file.

4.Select a report from the list or choose a report from the Selected Report list. A preview of the report appears in the Report Preview dialog box.

Report preview for the Supported Files By Type report

5.In the Report Preview dialog box you may select from among the following options:

When you want to

Do this

Save the report as a PDF or HTM file.

1.On the File menu, click Save or Save As.

2.Name the file, select either PDF or HTM, and then click Save.

Print the report.

•On the File menu, click Print

Or

•Click the printer icon.

Apply file numbering to the report.

On the Format menu, select File Numbering.

Select a different report to preview.

•In the Selected Report list, select a different report.

Browse pages of the report.

•Select the page browsing controls.

Change the view of the preview page.  

•Click the magnifying glass icon and then select a viewing option.

 
hmtoggle_plus1Report types

The reports that you may choose from are described as follows:

•Supported Files by Type: Lists all supported files loaded via ED Loader, grouped by file type. The term 'supported' refers to records that have an application assigned in the SourceApp field. The report contains paths to each file, a total count of supported files, and a count of supported files for each file type. If the EDPages field contains data, these values will also be included in the report.

 

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The EDPages field contains data when the Extract ED Pages Counts or the E-Print process is run on the documents.

 

•Unsupported Files by Type: Lists all unsupported files loaded via ED Loader, grouped by file type. The term 'unsupported' refers to records that do NOT have an application assigned in the SourceApp field (<No Source Specified>). The report contains paths to each file, a total count of unsupported files, and a count of unsupported files for each file type. If the EDPages field contains data these values will also be included in the report.

•Supported Files by Type (Condensed): This report is similar to the Supported Files by Type report, but does not include paths/filenames to each individual file. The report contains a total count of supported files and a count of supported files for each file type. If the EDPages field contains data, these values will also be included in the report.

•Unsupported Files by Type (Condensed): This report is similar to the Unsupported Files by Type report, but does not include paths/filenames to each individual file. The report contains a total count of unsupported files and a count of unsupported files for each file type. If the EDPages field contains data, these values will also be included in the report.

 

 

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