“I have had the great opportunity to visit many of you at your offices over the last few months, and I am really amazed by the quality of people and processes your offices utilize to serve your constituents. I learn something new with every visit, and I truly believe that by sharing our best ideas everyone can benefit.

I want to thank L. Page Pratt III, ROD of Scotland County, NC for providing the inspiration to begin sharing tips like this. In fact, this first tip is about a report he recently began utilizing to provide analytics on workflow in his own office. I hope you’ll find it helpful too. My goal here is to encourage communication among us all and to share some of your own best practices positively impacting your office.”

-Ken Theodos, Account Executive, NC, SC, VA

What is the Productivity Report and how can it be used?

The Productivity Report is a valuable tool to show each user’s performance and recording activity. The percentage indicates the workload amount each user has provided, as well as the number of documents they processed in each step. This report can be printed at any time, by a date or range of dates. Use this report to track activities, work volume and productivity of users, and the progression of their output.

Here is a description for each column of the report:

Does this report appear grayed out on your menu?
If you have access to your security groups, you can activate it yourself. Look under reference\system\security groups. Or you can call Support to activate it for you. 800-588-2688