Usage scenario for Reports

In this scenario, a printing company wants to generate daily reports that show the pages printed on each printer and the jobs printed for each customer. They want to create a reporting dashboard with the two reports and publish the dashboard to a server that company management can access.

The printing company installs the Reports feature, which includes the PostgreSQL database program. The printing company then configures Ricoh ProcessDirector to use Reports. Those functions store data in the PostgreSQL database.

For the report that shows the number of pages printed on each printer, the printing company must capture the values of the Job.PreviousPrinter and Job.PagesStacked properties. The printing company enters these properties in the jobPrinting section of the Reports.json file. They name the table job_printing and enable data capture for it. When they save the Reports.json file, Ricoh ProcessDirector captures the values of the properties in the PostgreSQL database each time that the Enabled status or Printer status changes.

After enabling data capture for the job_printing table and populating it with data, the printing company installs the Tableau business intelligence (BI) tool on a remote server. They configure Ricoh ProcessDirector to let Tableau connect to the PostgreSQL database remotely.

Using Tableau, the printing company connects to the job_printing table in the PostgreSQL database. They choose to update the data in Tableau automatically when the data is captured in PostgreSQL.

To prepare the daily report, the printing company:

  • Creates a worksheet named Pages printed by printer.
  • Populates the worksheet with the values of the Job.PreviousPrinter and Job.PagesStacked properties.
  • Renames Job.PreviousPrinter to Printer and Job.PagesStacked to Pages.
  • Chooses a pie chart to visualize the data.

When the printing company finishes preparing the report, they save the worksheet as a Tableau workbook (TWB) file.

After setting up the Pages printed by printer report, the printing company sets up the report that shows the jobs printed for each customer. For this report, they must capture the values of the Job.ID and Job.CustomerName properties. The printing company enters these properties in the jobPrinting section of the Reports.json file.

To prepare the report, the printing company:

  • Creates a worksheet named Jobs printed by customer.
  • Populates the worksheet with the values of the Job.ID and Job.CustomerName properties.
  • Renames Job.ID to Job and Job.CustomerName to Customer.
  • Chooses a bar chart to visualize the data.

When the printing company finishes preparing the report, they save the worksheet as a Tableau workbook (TWB) file.

The printing company creates a reporting dashboard with the two reports and saves the dashboard as a Tableau workbook (TWB) file. The workbook is then published to a server that company management can access to display the dashboard.

 
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