Introduction

The Fiserv DocPlus Reporting and Analytics: Enhancing Operational Insights course is designed for administrators, business analysts, and operational staff who want to leverage DocPlus reporting capabilities to gain actionable insights. Participants will learn how to generate, customize, and interpret reports, monitor workflows, and analyze document management metrics to improve operational efficiency, compliance, and decision-making.

Prerequisites

• Completion of Fiserv DocPlus Fundamentals and/or DocPlus Administration

• Basic understanding of document management processes and workflows

• Familiarity with reporting concepts and analytics tools

Table of Contents

1. Introduction to Reporting and Analytics
 1.1 Importance of Reporting in Document Management
 1.2 Overview of DocPlus Reporting Features
 1.3 Types of Reports and Metrics

2. Generating Standard Reports
 2.1 System Usage and Activity Reports
 2.2 Workflow and Task Performance Reports
 2.3 Document Access and Security Reports

3. Custom Report Creation
 3.1 Designing Custom Reports Based on Business Needs
 3.2 Filtering, Sorting, and Grouping Data
 3.3 Using Templates and Saved Queries

4. Advanced Analytics
 4.1 Trend Analysis and Performance Metrics
 4.2 Identifying Bottlenecks and Workflow Inefficiencies
 4.3 Predictive Insights for Process Improvement

5. Dashboard Configuration
 5.1 Creating Interactive Dashboards
 5.2 Visualizing Key Metrics and KPIs
 5.3 Sharing Dashboards with Teams

6. Data Export and Integration
 6.1 Exporting Reports to External Systems (Excel, PDF, BI Tools)
 6.2 Integrating DocPlus Analytics with Enterprise Reporting Platforms
 6.3 Automating Report Generation and Distribution

7. Security and Compliance in Reporting
 7.1 Ensuring Sensitive Data Protection in Reports
 7.2 Role-Based Access to Reporting Functions
 7.3 Maintaining Audit Trails for Reporting Activities

8. Best Practices
 8.1 Creating Accurate and Actionable Reports
 8.2 Monitoring and Reviewing Reports Regularly
 8.3 Lessons from Real-World Implementations

The Fiserv DocPlus Reporting and Analytics: Enhancing Operational Insights course empowers participants to leverage reporting and analytics for better decision-making. By mastering report generation, dashboard configuration, and advanced analytics, organizations can improve workflow efficiency, ensure compliance, and gain actionable operational insights.