.png?height=120&name=rpic-yoga_flexible_software-logo-color%20(1).png){kind=logo}
This document serves as the overview guide for all reports currently within the Yoga SaaS application.
Overview
This document serves as the overview guide for all reports currently within the Yoga SaaS application. The graphs can be sorted by dates and the dashboard itself is highly interactive. The reports may be particularly useful for AP Administrators or AP Managers to better understand the work their associates are completing and to provide supporting data to assist with determining where more resources or effort may be needed. All AP roles have access to view these reports, and all reports with columns can be sorted by that respective column.
Report Navigation
To view reports, navigate to the Reports dropdown on the left-hand dark menu. Yoga Content’s AP environment currently has 6 report pages: Accrual, AP Processing, Duplicate Vendor Report, Monthly Metrics, Overview, and Vendor Report.
Within each respective reports page, you will see various graphs and tables. You can filter your data results by date by selecting the blue calendar icon bar in the right-hand corner and selecting a set range or utilizing the default options on the left-hand side.
By clicking different points of the graph, a Drilldown box will appear to break down the different documents associated with that data point. These drilldowns can be downloaded as a CSV for further review or reporting.
**Note**: These graphs refresh every hour, on the hour, so report numbers might slightly differ compared to what you see in the actual view page, what you’re seeing coming into the system, and how many invoices your team is processing.
Report Walkthrough
Accrual Report Page
This report shows all invoices in the Yoga application except those in the AP Duplicate queue. The invoices are sorted by vendor and include the queue where users may be able to find the respective invoice(s).
Selecting any invoice in the Accrual Report presents a drilldown table with additional information, and a link to the invoice embedded in the magnifying glass on the left side of the table.
AP Processing Report Page
The AP Processing section shows three different reports that provide important information about the invoice processing work the Accounts Payable team is performing in the Yoga Content Application: Routing Requests, Docs Sent to Awaiting Payment, Docs Created, and Duplicate Invoice Statistics.
The Routing Requests chart shows how many documents were routed by the user over the selected date range, anywhere in the system. Clicking their bar on the chart presents a drilldown table that provides each routing request made by the user, when the request was made, and a link to the document being routed.
The Docs Sent to Awaiting Payment chart shows how many documents have been successfully processed to Infor by each user within the selected date range and not flagged as a duplicate. Clicking their bar on the chart presents a drilldown table with additional invoice information, the document workflow path, and a link to the document being routed.
The Docs Created chart shows how many documents were created by the specified user within the selected date range via the Capture Page. Clicking their bar on the chart presents a drilldown table with the creation date, invoice information, and a link to the document that was created. These numbers we want to keep as low as possible in the system to the risk of increasing duplicate invoices in the system. Users should be scanning invoices into the system or forwarding vendor emails to their designated AP Mailbox.
The Duplicate Invoice Statistics graph shows how many invoices were captured, and which of those documents were determined to be duplicates. Hovering over any data point on the graph shows the breakdown of non-duplicates, auto duplicates, and manually routed duplicates for any specific day. This data point can be clicked to provide a drilldown for all the documents with the associated duplicate type for that day.
Duplicate Vendor Report Page
This report shows Vendors that are sending Duplicate Invoices to the AP department, whether via email, mail, or EDI. This can be flagged either through Invoice Number and PO or through Company ID, Vendor ID, and Invoice Number. These Vendors may be sending invoices to Infor already through EDI and then through email capture. The date selector can be used to filter for duplicate ingestion in the specified date range.
Selecting any vendor in the report provides a drilldown table of all the duplicate invoices associated with the vendor. A link to each invoice is embedded in the magnifying glass on the left side of the table.
Monthly Metrics Report Page
The Monthly Metrics Report is a comprehensive analytical report designed to monitor, measure, and analyze the performance and efficiency of the Accounts Payable environment. It uses financial and operational data provided by Infor and Yoga to create a holistic view of the AP operation summarized each month.
Overview Report Page
The Overview Report Page contains three reports: Document Ingestion Rate, Documents per Queue, and User Productivity.
The Document Ingestion Rate shows users how many invoices are coming into the system per day within the date range selected in your date settings. Drilling down on any data point presents a table with all the ingested documents for that given day. This includes scanning and emailed documents.
The Documents Per Queue tracks how many documents are in each queue. This graph is not affected by the report date range. This may be useful when comparing the ingestion rate to how much you still have within the system to try and set goals for your team as to how many invoices should be processed per day to keep the AP Review queue backlog to a minimum. Drilling down on any queue presents a table with all the documents in the queue.
The User Productivity report shows how many invoices each user has routed each day. This includes documents not routed to Infor, ensuring that invoices routed between different queues while being resolved in Yoga are still tracked in the productivity report. Clicking on any row will create a drilldown showing where invoices were being routed to, and how many were successfully routed to Awaiting Payment.
Vendor Report Page
This report breaks down the invoices in the system by the Vendor ID/Vendor Name. It includes all invoices except those found in the Awaiting Payment, AP Cancel, and AP Duplicate Invoice queues. The report then sums up all invoice amounts for the identified vendors’ invoices in the remaining queues. If vendors have a total of a credit, that amount will appear within a parenthesis in this report.
Selecting any Vendor in the report provides a drilldown table of their current outstanding invoices with additional information. A link to each invoice is embedded in the magnifying glass on the left side of the table.
