Analytics Overview
Our Insights and Analytics section allows you to analyze key metrics and gain deeper insights into your data's performance.
This support article explains the different widgets, defines each metric, and guides you on how to interpret them.
Selecting your Inboxes
Date Ranges
Document Flow
Outflow Details
Automation Bottlenecks
Inbox Selection
Before we discuss each widget, it's crucial to understand which data you're viewing. In the upper-left corner, you can see the Inboxes you're currently examining (see screenshot). You have the option to include or exclude additional Inboxes. To modify your dataset, simply click the "Viewing Inboxes" button.
Date Ranges
In addition to selecting the correct dataset, choosing the right date range is crucial. You can set this in the upper right corner. The date range determines how much data you'll include in your analysis. For convenience, you can choose from predefined options like Today, Yesterday, Last 7 days, and Last 30 days.
Document Flow
This section shows the total count for each part of the document flow. Let’s go over each of the widgets and understand what exactly is being displayed:
Total Pending: This number will show you how many documents need to be processed.
Total Inflow: This number will show you how many documents entered the platform
Total Outflow: This number will show you how many documents left the platform
Automation: This number will show you how many documents were automated. Automation shows a percentage of documents that have been automatically processed. This means either approved, bounced or automatically deleted.
Each widget will respectively show a total count or percentage per Inbox that you have selected as part of your data set and take the date range into account.
Remember to adjust your filtering if you want to focus on a specific Inbox or date.
Outflow Details
This section displays the number of approved documents and aims to provide insights into potential areas for improvement.
Our Outflow Widget offers a couple of useful quick filter buttons on the right side allowing you to filter on:
By User: Showing the total count of approved documents per User X in the selected Inbox(es) during the chosen date range.
By Doctype: Showing the total count of documents per doctype in the selected Inbox(es) during the chosen date range.
By Tag: Showing the total count of documents per tag in the selected Inbox(es) during the chosen date range. Tags can be applied during the handling of documents in the Inbox.
By Date: Showing the total count of documents in the selected Inbox(es) during the chosen date range.
By Action: Showing the total count of approved documents, as well as the number of deleted and bounces in the selected Inbox(es) during the chosen date range.
Automation Bottlenecks
The Automation Bottlenecks section uncovers why certain documents needed manual approval. This widget helps you pinpoint areas requiring improvement, fine-tuning, or changes.
On the right side we provide several helpful toggles to include or exclude specific items, such as automated documents.
Important: Automation bottlenecks only takes into account approved documents. This number might be different from the Automation number in Document Inflow section as that includes bounces and deletes.
Let's go over each of the available quick filter buttons:
Show/Hide Automated document: This button quickly shows or hides all documents automated by Paperbox.
Show/Hide All checks: Quickly hide all options such as Automation disabled, Classification Confidence, Number of Unique entities, Masterdata and OCR confidence.
Automation Disabled: Toggling this button excludes or includes all automated approved documents.
Classification Confidence: Toggling this button excludes or includes the total count of documents where there's uncertainty about the classification. This uncertainty can stem from various reasons.
Number of Unique Fields: Toggling this button excludes or includes the total count of documents that had one or missing entities, failing to meet the threshold. This threshold is defined in the Admin Panel.
Masterdata: Toggling this button excludes or includes the total count of documents that weren't automatically linked and require manual linking. For example, it shows cases where multiple numbers were detected.
OCR Confidence: Toggling this button excludes or includes documents where there's uncertainty about readability. It shows the total count of documents with low OCR confidence, such as poorly scanned or handwritten documents.
Need help?
If you’re stuck or you feel something is not working correctly, don’t hesitate to reach out to us via [email protected] or click on our support bubble in the bottom right corner.