Operating Instructions

Reporting and Dashboards Guide

TABLE OF CONTENTS
Guides for This Solution..................................................................................................................................... 4
How to Read This Manual................................................................................................................................. 5
Symbols...........................................................................................................................................................5
Important......................................................................................................................................................... 5
Revision History.............................................................................................................................................. 5
Terminology.................................................................................................................................................... 6
Trademarks..........................................................................................................................................................7
1. Overview of Report Function
Types of Reports that Can Be Created..............................................................................................................9
Device Reports................................................................................................................................................9
Consumable Reports....................................................................................................................................11
Counter Reports........................................................................................................................................... 12
Usage Reports..............................................................................................................................................12
Status Reports............................................................................................................................................... 14
Green Reports.............................................................................................................................................. 15
Document Usage Summary Reports...........................................................................................................16
Total Document Usage Reports.................................................................................................................. 19
Detailed Document Usage Reports............................................................................................................ 20
Print Usage Analysis Reports.......................................................................................................................21
Workflow Usage Analysis Reports.............................................................................................................24
User Account Reports.................................................................................................................................. 26
Report File Formats...........................................................................................................................................28
Logging In to the Management Console........................................................................................................29
2. Creating Reports
Screen Configuration.......................................................................................................................................31
Report Template Types.................................................................................................................................... 32
Operation Icons for the Report Template...................................................................................................32
Creating a Custom Report Template...............................................................................................................33
Changing the Custom Report Template Category.................................................................................... 33
Creating a Report.............................................................................................................................................35
Creating an Immediate Report....................................................................................................................35
Creating Scheduled Reports....................................................................................................................... 36
Examples of the Report Date Range...........................................................................................................37

1
 Creating a Folder............................................................................................................................................. 40
3. Viewing Reports
Displaying Reports........................................................................................................................................... 41
Displaying Reports Saved on the Server....................................................................................................41
Understanding the Report View Screen Layout............................................................................................. 42
Notes about the cost displayed in the report.................................................................................................43
4. Viewing Usage Using Dashboards
About Dashboards........................................................................................................................................... 45
Dashboard Types.........................................................................................................................................45
Displaying a Dashboard................................................................................................................................. 47
Creating a Custom Dashboard...................................................................................................................47
Dashboard Layout....................................................................................................................................... 48
Dashboard Types............................................................................................................................................. 50
Device Information Dashboard.................................................................................................................. 50
Device Usage Dashboard...........................................................................................................................51
Device Status Dashboard............................................................................................................................53
Device Power Usage Dashboard............................................................................................................... 54
Total Documents Usage Dashboard.......................................................................................................... 55
Capture Usage Dashboard.........................................................................................................................56
Total Documents Usage by Department Dashboard................................................................................ 57
5. Troubleshooting
Troubleshooting................................................................................................................................................59
6. List of Setting Items
Report Templates..............................................................................................................................................61
Report Template Categories....................................................................................................................... 61
Reports.............................................................................................................................................................. 65
Report Tasks......................................................................................................................................................66
Task Property................................................................................................................................................66
Parameters....................................................................................................................................................67
Schedule....................................................................................................................................................... 68
Delivery Methods.........................................................................................................................................68
Security......................................................................................................................................................... 70
[System] Settings...............................................................................................................................................71

2
Reporting...................................................................................................................................................... 71

3
 Guides for This Solution
The following guides are available for RICOH Streamline NX:
Installation Guide (PDF)
This guide is for the administrator. It describes how to install, uninstall, and activate the system and
how to configure the database. It also describes how to install RICOH Streamline NX PC Client.
Administrator's Guide (PDF/HTML)
This guide is for the administrator. It describes the system workflow and how to operate the
Management Console. The following functions are described:
• Device management
• User management
• Print management
• Capture management
• Server management
• Log management
User's Guide (PDF/HTML)
This guide is for general users. It describes how to scan a document using the operation screen of
the device. It also describes the Send to Email, Send to Folder, and Send to FTP functions and how
to use the mobile app.
RICOH Streamline NX PC Client Operation Guide (PDF/HTML)
This guide is for general users. It describes how to configure RICOH Streamline NX PC Client
installed on a client computer and how to perform Client Secure Print and Dynamic Delegation
Print.
Reporting and Dashboards Guide (PDF/HTML)
This guide is for administrators and general users. It describes the report settings and report types
that can be generated within the Management Console.
Important Information about Device Configuration (PDF)
This guide is for administrators. It describes the management extension function for device settings.
Migration Guide: For Device Manager NX (PDF)
This guide is for the administrators. It describes how to execute the migration of data from the
existing product to RICOH Streamline NX.

• For updates to the environmental requirements, limitations, and precautions, refer to the Readme
file.

4
How to Read This Manual
Symbols

This manual uses the following symbols:

Indicates points to pay attention to when using functions. This symbol indicates points that may result in
the product or service becoming unusable or result in the loss of data if the instructions are not obeyed.
Be sure to read these explanations.

Indicates supplementary explanations of the product's functions and instructions on resolving user errors.

[]
Indicates the names of keys or buttons on the product or display.

Important

To the maximum extent permitted by applicable laws, in no event will the manufacturer be liable for any
damages whatsoever arising out of failures of this product, losses of documents or data, or the use or
non-use of this product and operation manuals provided with it.
Make sure that you always copy or have backups of important documents or data. Documents or data
might be erased due to your operational errors or malfunctions of the machine. Also, you are
responsible for taking protective measures against computer viruses, worms, and other harmful software.
In no event will the manufacturer be responsible for any documents created by you using this product or
any results from the data executed by you.
Contents of this manual are subject to change without prior notice.

Revision History

Date Revision No. Revision Details

5/19/2017 1.0.0 First release of document

12/22/2017 1.1.0 Document for 3.1.0 software release

6/25/2019 1.2.0 Document for 3.3.0 software release

9/8/2020 1.3.0 Document for 3.4.0 software release

5
 Date Revision No. Revision Details

10/30/2020 1.3.1 Document for 3.4.0 software release

Terminology

This section describes the terms used in this guide.

Delegation Server
The delegation server performs the printing, document delivery, and device management. How
many delegation servers are required for the system to distribute the load depends on the size of
the system and the types of functions the system has.
Device
This refers to a printer or MFP on the network. In this guide, printers and MFPs are referred to as
"devices".
Role
A Role is used to specify access privileges required to access each function in the Management
Console. The following Roles are pre-registered in the report function:
• Report Admin: Creates a report template and generates reports
• Report User: Displays reports
Report Templates
This refers to the formats for creating reports: standard report template and custom template.
Standard report templates are pre-registered to the system and custom templates are created by
the user.
Report Tasks
Template information and a schedule of a task to be created are collectively referred to as a "task".
Register a report task to create a report according to the specified schedule and settings.

6
Trademarks
Adobe, Acrobat, PostScript, and PostScript 3 are either registered trademarks or trademarks of Adobe
Systems Incorporated in the United States and/or other countries.
Firefox® is a registered trademark of the Mozilla Foundation.
Microsoft, Windows, Windows Server, SharePoint, Office 365, Internet Explorer, Excel, and SQL
Server are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or
other countries.
The proper names of the Windows operating systems are as follows:
• The product names of Windows 8.1 are as follows:
Microsoft® Windows® 8.1
Microsoft® Windows® 8.1 Pro
Microsoft® Windows® 8.1 Enterprise
• The product names of Windows 10 are as follows:
Microsoft® Windows® 10 Home
Microsoft® Windows® 10 Pro
Microsoft® Windows® 10 Enterprise
Microsoft® Windows® 10 Education
• The product names of Windows Server 2012 are as follows:
Microsoft® Windows Server® 2012 Essentials
Microsoft® Windows Server® 2012 Standard
Microsoft® Windows Server® 2012 Datacenter
• The product names of Windows Server 2012 R2 are as follows:
Microsoft® Windows Server® 2012 R2 Essentials
Microsoft® Windows Server® 2012 R2 Standard
Microsoft® Windows Server® 2012 R2 Datacenter
• The product names of Windows Server 2016 are as follows:
Microsoft® Windows Server® 2016 Essentials
Microsoft® Windows Server® 2016 Datacenter
Microsoft® Windows Server® 2016 Standard
• The product names of Windows Server 2019 are as follows:
Microsoft® Windows Server® 2019 Essentials
Microsoft® Windows Server® 2019 Standard
Microsoft® Windows Server® 2019 Datacenter

7
 Other product names used herein are for identification purposes only and might be trademarks of their
respective companies. We disclaim any and all rights to those marks.
Microsoft product screen shots reprinted with permission from Microsoft Corporation.

8
1. Overview of Report Function
Use the report function to create various types of reports. For this, this function collects data on the
device status, counter (counter by user, etc.), job logs, power consumed, and document usage volume.
Log in to the Management Console to use the report function. For details about logging in to the
Management Console, see "Logging In to the Management Console", Administrator's Guide.

Types of Reports that Can Be Created

The system comes with "standard templates" for creating reports.
The templates are divided into the following categories based on their purposes:
• Device Reports
• Consumable Reports
• Counter Reports
• Usage Reports
• Status Reports
• Green Reports
• Document Usage Summary Reports
• Total Document Usage Reports
• Detailed Document Usage Reports
• Print Usage Analysis Reports
• Workflow Usage Analysis Reports
• User Account Reports

• Depending on the report type, the output report includes "summary" and "detailed information". As
a short description summarizing the detailed information is shown in the beginning of the report,
you can grasp the overall trend easily.
• On Ricoh laser printers (2011 models and earlier), two-sided output pages are counted as one-
sided output pages.
• Single color output pages or two-color output pages on a device that supports black-and-red
printing are counted as black-and-white output pages.

Device Reports

Use a report template in the [Device Reports] category to create a report of the device information for
each category.

9
 1. Overview of Report Function

DSW800

• Only the Base license can create reports in this category.

Report types Description

Use this report to view the configuration of devices being

Device Configuration
monitored.

Use this report to view the configuration of devices being

Device Configuration by Group
monitored for each device group in the selected categories.

Use this report to view basic information of devices being

Device List
monitored.

Use this report to view information of devices added to

RICOH Streamline NX, deleted from RICOH Streamline NX,
Devices Adds/Moves/Deletes
or moved to another IP address during a fixed period of
time.

Use this report to view the summary information of devices

being monitored that are totaled for each device group in
the selected categories. The ratio of the number of used
Devices by Group
devices in a group is indicated in a graph, and the group
names, number of devices, and ratio (%) are indicated in a
table.

10
 Types of Reports that Can Be Created

Report types Description

Use this report to view the summary information of devices

being monitored that are totaled by install date.
Devices by Install Date
• The device is not displayed in the report if the date of
installation is not specified in the device properties.

Use this report to view summary information of devices being

monitored that are totaled for each device manufacturer.
Devices by Manufacturer This report indicates the ratio of manufacturers in a graph,
and it indicates the manufacturers and number and ratio (%)
of devices by manufacturer in a table.

Use this report to view information such as device name and

serial number by device type for devices being monitored.
Devices are divided into categories (Network Color MFP,
Devices by Type Network Monochrome Printer, USB Monochrome MFP,
etc.). The ratio of device types is indicated in a graph, and
the device types, number of devices, and ratio (%) are
indicated in a table.

Consumable Reports

Use a report template in the [Consumable Reports] category to create a report for when to replace toner
for a device.

• Reports in this category only support some RICOH device models.

• Only the Base license can create reports in this category.

Report types Description

Use this report to display the estimated toner replacement

Toner Projection by Device
date for devices being monitored.

Use this report to view the toner replacement date of devices

Toner Replacement by Device
being monitored for each device.

Use this report to view the toner replacement date by month

Toner Replacement by Date
for devices being monitored.

11
 1. Overview of Report Function

Counter Reports

Use a report template in the [Counter Reports] category to create a report of counter of a device.

• Only the Base license can create reports in this category.

Report types Description

Use this report to display the counter information of devices

Lifetime Counters
being monitored.

Use this report to check the counter by category group for

Lifetime Counters by Group
devices being monitored.

Use this report to check the counter of the selected devices at

Lifetime Counters by Month
the beginning of the month.

Use this report to check the user counter for devices being
monitored by device.
User Counters by Device

• This only supports RICOH devices.

Usage Reports

Use a report template in the [Usage Reports] category to create a report on function usage and output
volume for a device.

• Only the Base license can create reports in this category.

Report types Description

Use this report to view the toner coverage of all devices (by
Device Toner Coverage
default), or the selected devices.

Use this report to view the ratio of the number of printed

pages of the finishing function for the selected devices.

Device Usage by Finishing

• Finishing is categorized into Sort, Stack, Staple, Saddle
Stitch, Punch, and Binding. There are several binding
methods.

12
 Types of Reports that Can Be Created

Report types Description

Use this report to view the job size (number of output pages
Device Usage by Job Size
per job) with the number of jobs for the selected devices.

Use this report to view the ratio of N-up printing for the
selected devices.

Device Usage by n-up

• N-up printing prints multiple pages on one sheet. You
can use N-up printing to print 2, 4, 6, 8, 9, or 16
pages on one sheet.

Use this report to view the ratio of the number of pages by

Device Usage by Paper Size
paper size used on the selected devices.

Use this report to view the ratio of the number of pages by

Device Usage by Paper Type
paper type used on the selected devices.

Use this report to view the ratio of the number of printed

Device Usage by PDL pages by page descriptor language used on the selected
devices.

Use this report to view the ratio of output pages that

correspond to each toner coverage category for the
selected devices.

• Coverage is the total toner usage (in units of 1%) per

sheet of A4 page. For example, when an entire A4
Device Usage by Toner Coverage sheet is filled with solid black, black toner coverage is
100%.
• Toner coverage is divided into three types: low,
medium, and high. The defaults for each category are
as follows:
Low: Lower than 5%
Mid: 5% to less than 20%
High: 20% or higher

Use this report to view the number of output pages by date

during a fixed period for the devices being monitored. You
Usage by Date by Device
can also check the number of output pages by date for each
device in the detailed information.

13
 1. Overview of Report Function

Report types Description

Use this report to view the number of output pages by date

during a fixed period for devices being monitored. You can
Usage by Date by Group
also check the number of output pages by date for each
category group in the detailed information.

Use this report to view the number of output pages by device

Usage by Device
group for devices being monitored.

Use this report to view the number of output pages by device

during a fixed period for devices being monitored. You can
Usage by Device by Date
also view the number of output pages by device and date in
the detailed information.

Use this report to view the number of output pages by user

code during a fixed period for devices being monitored. You
Usage by Device by User
can also view the number of output pages by user code for
each device in the detailed information.

Use this report to view the number of output pages by device

group during a fixed period for devices being monitored.
Usage by Group by Date
You can also view the number of output pages by device
group and date in the detailed information.

Status Reports

Use a report template in the [Status Reports] category to create a device status report and error log
report.

• Only the Base license can create reports in this category.

Report types Description

Use this report to view the errors that occurred during a fixed
Device Error Log
period.

Use this report to view a summary of the errors that occurred

Device Error Summary
during a fixed period.

Use this report to view the errors that occurred during a fixed
Device Errors by Device by Date
period by device and date.

14
 Types of Reports that Can Be Created

Report types Description

Use this report to view the errors that occurred during a fixed
Device Errors by Group by Date
period by category group and date.

Use this report to view the device status and errors by date
Device Status by Date by Device during a fixed period. You can also view the status and
errors by date and device in the detailed information.

Use this report to view the device status and errors by date
during a fixed period. You can also view the device status
Device Status by Date by Group
and errors by date and category group in the detailed
information.

Use this report to view the status and errors by device during
Device Status by Device by Date a fixed period. You can also view the status and errors by
device and date in the detailed information.

Use this report to view the device status and errors by

category group during a fixed period. You can also view the
Device Status by Group by Date
status and errors by device group and date in the detailed
information.

Green Reports

Use a report template in the [Green Reports] category to create a power usage report of a device.

• Reports in this category only support some RICOH device models.

• Only the Base license can create reports in this category.

Report types Description

Use this report to view the ratio and changes in the power
state (power on/off, sleep, etc.) of supported devices in
graphs. You can also view a detailed log of the power state
changes over a fixed period of time.
Power State Transitions

• This only supports the 2012 models or later of the

RICOH devices.

15
 1. Overview of Report Function

Report types Description

Use this report to view the power usage by date during a

Power Usage by Date by Device fixed period. You can also view a log of the power usage by
date and device in the detailed information.

Use this report to view the power usage by date during a

Power Usage by Date by Group fixed period. You can also view the power usage by date by
category group.

Use this report to view the power usage of each device

Power Usage by Device
during a fixed period.

Use this report to view the power usage by device during a

Power Usage by Device by Date fixed period. You can also view a log of the power usage by
device and date.

Use this report to view the power usage during a fixed

Power Usage by Group by Date period for each device group in a category. You can also
view a log of the power usage by device group and date.

Document Usage Summary Reports

Use a report template in the [Document Usage Summary Reports] category to create a summary report
of the total document usage (number of printed or sent pages) for a device based on various criteria.

• To create reports in this category, the Scan & Capture or Print Management license is required in
addition to the Base license.
• RICOH Streamline NX cannot get "Cancel" event of native printer application.
So, there are 4 statuses for printing job. When user cancels the job on the device native printer
application, RICOH Streamline NX doesn't put it report.
1. Printed: When user print the document.
2. Deleted-R: When user operate to print but it's rejected by rules.
3. Deleted-U: When the user perform deletion on the panel.
4. Expired: When print job is deleted by expired settings.
• When a department has a hierarchical structure, the document usage summary by department is
calculated as a sum of usage of lower levels.
Example:
When Department C exists under Department B under Department A and their usage is c, b, a
respectively:
Document usage of Department A is a+b+c

16
 Types of Reports that Can Be Created

Document usage of Department B is b+c

Document usage of Department C is c

Report types Description

Use this report to view the details of document usage

recorded by the selected cost centers. This report does not
include documents for which a cost center is not specified.
Cost centers with no output are not shown. The cost ratio is
Document Usage Summary by Cost indicated in a graph, and cost center names number of
Center pages, and cost are indicated in a table.

• The graph and table show top 10 cost centers for cost,
and the other cost centers are grouped into "Other".

Use this report to view the document usage by period (year,

Document Usage Summary by Cost month, and day) for the selected cost centers. This report
Center by Date does not include documents for which a cost center is not
specified. Dates with no output are not shown.

Use this report to view the document usage of each user by

Document Usage Summary by Cost
the selected cost centers. Users with no output are not
Center by User
shown.

Use this report to view the document usage for the selected
departments over a fixed period (year, month, and day).
Dates with no output are not shown.
Document Usage Summary by
Department by Date
• When a user is transferred from one department to
another, the department to which the user originally
belonged when the job was output is counted.

Document Usage Summary by Use this report to view the document usage by device for the
Department by Device selected departments. Devices with no output are not shown.

Use this report to view the document usage by job type

Document Usage Summary by
(print, copy, scan, etc.) for the selected departments. Job
Department by Document Type
types with no output are not shown.

Document Usage Summary by Use this report to view the document usage by user in the
Department by User selected departments. Users with no output are not shown.

17
 1. Overview of Report Function

Report types Description

Use this report to view the document usage for the selected
devices. Devices with no output are not shown. The cost ratio
is indicated in a graph, and device names, number of
pages, and cost are indicated in a table.
Document Usage Summary by Device

• The graph and table show top 10 devices for cost, and
the other devices are grouped into "Other".

Use this report to view the document usage for the selected
Document Usage Summary by Device
devices over a fixed period (year, month, and day). Dates
by Date
with no output are not shown.

Document Usage Summary by Device Use this report to view the document usage over 24 hours
by Hour for the selected devices. Hours with no output are not shown.

Use this report to view the total document usage for the
Document Usage Summary by Hour
selected hours. Hours with no output are not shown.

Use this report to view the document usage for the selected
Document Usage Summary by Server
Delegation Servers by hour. Hours with no output are not
by Hour
shown.

Use this report to view the document usage for the selected
users. Users with no output are not shown. The cost ratio is
indicated in a graph, and user IDs, number of pages, and
cost are indicated in a table.
Document Usage Summary by User

• The graph and table show top 10 users for cost, and
the other users are grouped into "Other".

Use this report to view the document usage for the selected
Document Usage Summary by User by
users over a fixed period (year, month, and day). Dates with
Date
no output are not shown.

Document Usage Summary by User by Use this report to view the document usage by device for the
Device selected users. Devices with no output are not shown.

Use this report to view the document usage by job type

Document Usage Summary by User by
(print, copy, scan, etc.) for the selected users. Document
Document Type
types not output are not shown.

18
 Types of Reports that Can Be Created

Report types Description

Use this report to view the volume of documents sent for the
selected workflows. Workflows for which documents are not
sent are not shown. The cost ratio is indicated in a graph,
and workflow names, number of pages, and cost are
Document Usage Summary by
indicated in a table.
Workflow

• The graph and table show top 10 workflows for cost,

and the other workflows are grouped into "Other".

Total Document Usage Reports

Use a report template in the [Total Document Usage Reports] category to create a report with the total
document usage (number of printed or sent pages per job type).

• To create reports in this category, the Scan & Capture or Print Management license is required in
addition to the Base license.
• RICOH Streamline NX cannot get "Cancel" event of native printer application.
So, there are 4 statuses for printing job. When user cancels the job on the device native printer
application, RICOH Streamline NX doesn't put it report.
1. Printed: When user print the document.
2. Deleted-R: When user operate to print but it's rejected by rules.
3. Deleted-U: When the user perform deletion on the panel.
4. Expired: When print job is deleted by expired settings.

Report types Description

Use this report to view the total document usage for the
selected cost centers. This report does not include documents
for which a cost center is not specified. Cost centers with no
Total Document Usage by Cost Center output are not shown. The output ratio of the job type (print,
copy, scan, fax) is indicated in a graph, and job type
names, number of pages, and total cost (a total for all
selected cost centers) are indicated in a table.

19
 1. Overview of Report Function

Report types Description

Use this report to view the total document usage for the
specified period. Dates with no output are not shown. The
output ratio of the job type (print, copy, scan, fax) is
Total Document Usage by Date
indicated in a graph, and job type names, number of pages,
and total cost (a total for all selected periods) are indicated
in a table.

Use this report to view the total document usage for the
selected departments. Departments with no output are not
shown. The output ratio of the job type (print, copy, scan,
Total Document Usage by Department
fax) is indicated in a graph, and the job type name, number
of pages, and total cost (a total for all selected departments)
are indicated in a table.

Use this report to view the total document usage by

document for the selected devices. Devices with no output
are not shown. The output ratio of the job type (print, copy,
Total Document Usage by Device
scan, fax) is indicated in a graph, and job type names,
number of pages, and total cost (a total for all selected
devices) are indicated in a table.

Use this report to view the total document usage for the
selected users. Users with no output are not shown. The
output ratio of the job type (print, copy, scan, fax) is
Total Document Usage by User
indicated in a graph, and job type names, number of pages,
and total cost (a total for all selected users) are indicated in
a table.

Detailed Document Usage Reports

Use a report template in the [Detailed Document Usage Reports] category to create a detailed report of
document usage (number of printed or sent pages) based on various criteria.

• To create reports in this category, the Scan & Capture or Print Management license is required in
addition to the Base license.
• RICOH Streamline NX cannot get "Cancel" event of native printer application.
So, there are 4 statuses for printing job. When user cancels the job on the device native printer
application, RICOH Streamline NX doesn't put it report.
1. Printed: When user print the document.

20
 Types of Reports that Can Be Created

2. Deleted-R: When user operate to print but it's rejected by rules.

3. Deleted-U: When the user perform deletion on the panel.
4. Expired: When print job is deleted by expired settings.

Report types Description

Use this report to view the printed document details for the
Document Usage Details by Cost
selected cost centers. This report does not include documents
Center
for which a cost center is not specified.

Document Usage Details by Use this report to view details of the printed document for the
Department selected cost centers.

Use this report to view details of the printed document for the
Document Usage Details by Device
selected devices.

Use this report to view details of the printed document for the
Document Usage Details by User
selected users.

Use this report to view details of the printed document for the
Document Usage Details by Workflow
selected workflows.

Print Usage Analysis Reports

Use a report template in the [Print Usage Analysis Reports] category to create a report of the total print
usage based on various criteria.

• To create reports in this category, the Print Management license is required in addition to the Base
license.
• RICOH Streamline NX cannot get "Cancel" event of native printer application.
So, there are 4 statuses for printing job. When user cancels the job on the device native printer
application, RICOH Streamline NX doesn't put it report.
1. Printed: When user print the document.
2. Deleted-R: When user operate to print but it's rejected by rules.
3. Deleted-U: When the user perform deletion on the panel.
4. Expired: When print job is deleted by expired settings.

21
 1. Overview of Report Function

Report types Description

Use this report to view the color usage of the selected cost
centers. This report does not include documents for which a
cost center is not specified. Cost centers with no output are
not shown. The color usage by cost center is indicated in a
bar graph, and cost center names, number of pages, color
Color Usage by Cost Center ratio (%), and cost are indicated in a table.

• The graph and table show top 10 cost centers for color
ratio (%), and the other cost centers are grouped into
"Other".

Use this report to view the color usage for the selected
departments. Departments with no output are not shown. The
color usage by department is indicated in a bar graph, and
department names, number of pages, color ratio (%), and
cost are indicated in a table.
Color Usage by Department

• The graph and table show top 10 departments for

color ratio (%), and the other departments are grouped
into "Other".

Use this report to view the color usage for the selected users.
Users with no output are not shown. The color usage by user
is indicated in a bar graph, and user names, number of
pages, color ratio (%), and cost are indicated in a table.
Color Usage by User

• The graph and table show top 10 users for color ratio
(%), and the other users are grouped into "Other".

Use this report to view the cost savings of the selected cost
centers. This report does not include documents for which a
cost center is not specified. Cost centers with no output are
not shown. The cost savings by cost center are indicated in a
bar graph, and cost center names, number of pages,
Cost Savings by Cost Center savings (%), and cost are indicated in a table.

• The graph and table show top 10 cost centers for

savings (%), and the other cost centers are grouped
into "Other".

22
 Types of Reports that Can Be Created

Report types Description

Use this report to view the cost savings for the selected
periods. Dates with no output are not shown.
Cost Savings by Date
• The graph and table show top 10 dates for savings
(%), and the other dates are grouped into "Other".

Use this report to view the cost savings for the selected
departments. Departments with no output are not shown.

Cost Savings by Cost Center

• The graph and table show top 10 departments for
savings (%), and the other departments are grouped
into "Other".

Use this report to view the cost savings for the selected users.
Users with no output are not shown.
Cost Savings by User
• The graph and table show top 10 users for savings (%),
and the other users are grouped into "Other".

Use this report to view the quota usage and remaining

Quota Usage by User amount for the selected users. Users with no output are not
shown.

Use this report to view the one-sided print usage of the

selected cost centers. This report does not include documents
for which a cost center is not specified. Cost centers with no
output are not shown. The one-sided print usage by cost
center is indicated in a bar graph, and cost center names,
number of pages, one-sided print usage (%), and cost are
1 Side Usage by Cost Center
indicated in a table.

• The graph and table show top 10 cost centers for one-
sided print usage (%), and the other cost centers are
grouped into "Other".

23
 1. Overview of Report Function

Report types Description

Use this report to view the one-sided print usage of the

selected cost centers. Departments with no output are not
shown. The one-sided print usage by department is
indicated in a bar graph, and department names, number of
pages, one-sided print usage (%), and cost are indicated in
1 Side Usage by Department a table.

• The graph and table show top 10 departments for one-

sided print usage (%), and the other departments are
grouped into "Other".

Use this report to view the one-sided print usage for the
selected users. Users with no output are not shown. The one-
sided print usage by user is indicated in a bar graph, and
user names, number of pages, one-sided print usage (%),
and cost are indicated in a table.
1 Side Usage by User

• The graph and table show top 10 users for one-sided

print usage (%), and the other users are grouped into
"Other".

• Savings (%) is the ratio of cost savings by using black-and-white or two-sided output. The ratio is
calculated by the following formula:
• Savings (%)=(1-(Cost after savings/cost before savings)) × 100

Workflow Usage Analysis Reports

Use a report template in the [Workflow Usage Analysis Reports] category to create a summary report of
the total scan usage based on various criteria.

• For documents sent to multiple locations, only the number of destinations is counted.
• A Monitor Folder input file in black and white is counted as a color file in the report.

• To create reports in this category, the Scan & Capture license is required in addition to the Base
license.

24
 Types of Reports that Can Be Created

• "Workflow" is a series of processes from document scanning to delivery. "Connector" is a

component of a workflow in which the destination of a delivery job and the data conversion
method for a document to be delivered are specified.
• Processing results of Capture workflow are not included in Workflow Usage Analysis Reports.

Report types Description

Workflow Use this report to view the connector usage by Delegation Server. Unused
Connector Usage connectors are not shown.
by Server

Use this report to view the usage of each connector. Unused connectors are not
shown. The connector ratio is indicated in a graph, and connectors, count,
number of pages, and elapsed time are indicated in a table.
Workflow
Connector Usage
• The graph and table show top 10 connectors for count, and the other
connectors are grouped into "Other".

Use this report to view the workflow usage. Workflows with not output are not
shown. The workflow ratio is indicated in a graph, and workflow names, count,
number of pages, color ratio (%), and cost are indicated in a table.
Workflow Usage

• The graph and table show top 10 workflows for color ratio (%), and the
other workflows are grouped into "Other".

Use this report to view the workflow usage of the selected cost centers. This
report does not include documents for which a cost center is not specified. The
number of pages sent from a cost center is indicated in a bar graph, and cost
center names, count, number of pages, color ratio (%), and cost are indicated in
Workflow Usage
a table.
by Cost Center

• The graph and table show cost centers of the top 10 types for number of
pages, and the other cost centers are grouped into "Other".

Use this report to view the workflow usage for the selected departments. The
number of pages sent by a department is indicated in a bar graph, and
department names, count, number of pages, color ratio (%), and cost are
Workflow Usage indicated in a table.
by Cost Center

• The graph and table show top 10 departments for number of pages, and
the other departments are grouped into "Other".

25
 1. Overview of Report Function

Report types Description

Use this report to view the workflow usage for the selected devices. This report
does not include workflows created with a mobile device or sent by e-mail or
from a monitor folder. The number of pages sent by a device is indicated in a
bar graph, and device names, count, number of pages, color ratio (%), and
Workflow Usage
cost are indicated in a table.
by Device

• The table shows top 10 devices for number of pages, and the other
devices are grouped into "Other".

Use this report to view the workflow usage for the selected Delegation Servers.
This report does not include workflows executed on a device. The number of
pages sent from a Delegation Server is indicated in a bar graph, and server
names, count, number of pages, color ratio (%), and cost are indicated in a
Workflow Usage
table.
by Server

• The table shows top 10 servers for number of pages, and the other servers
are grouped into "Other".

Use this report to view the workflow usage for the selected users. Users or
workflows with no output are not shown. The number of pages sent by a user is
indicated in a bar graph, and user names, count, number of pages, color ratio
Workflow Usage (%), and cost are indicated in a table.
by User

• The graph and table show top 10 users for number of pages, and the other
users are grouped into "Other".

User Account Reports

Use a report template in the [User Account Reports] category to create the user account information.

Report types Description

Use this report to view the user account information such as

User Account User Name, Default Accounting Limit, and Color Page
Balance.

Use this report to view the user account information of the

User Account by Department selected department such as User Name, Default
Accounting Limit, and Color Page Balance.

26
 Types of Reports that Can Be Created

Report types Description

Use this report to view a list of transactions and running

User Account by Date
balance of the selected user.

27
 1. Overview of Report Function

Report File Formats

You can create reports in the following file formats:

File format Description Remarks

You can select this only when

Intermediate File File format used to view a report with the
[Delivery Methods] is set to [Save
Format Management Console.
on Server].

When a value in a table is

Outputs the report in Excel file format. changed, the corresponding Excel
Use Microsoft Excel 2013/2016 or graph is updated.
Microsoft Excel
another application that supports Excel The layouts of the report
files to open the report file. displayed in the system and Excel
file report may be different.

When you output a report with

information using conditions
Outputs the report in PDF file format. based on device groups or
PDF Use Adobe Acrobat or another PDF viewer devices, PDF bookmarks are
to open the report file. created with selected conditions
(device group name, device
name, etc.).

The following character codes are

used in the CSV files:
• Japanese: Shift-JIS
• Chinese (Traditional):
CSV Outputs the report in CSV file format.
GB18030
• Other: Windows Latin 1
The first line of the table shows the
titles of each item.

28
 Logging In to the Management Console

Logging In to the Management Console

You must have a user name and password to log in to RICOH Streamline NX.

• What can be done using the report function varies depending on the role that is assigned to the
account of the logged-in user.
• Report Admin: creating report templates, creating and displaying reports, displaying
dashboards, saving custom dashboards
• Report User: displaying reports, creating and displaying dashboards

1. Open your Web browser, and connect to the following URL to display the login screen.
• When not using SSL
http://(server-IP-address-or-hostname):(port-number)/index.html
• When using SSL
https://(server-IP-address-or-hostname):(port-number)/index.html
2. Select a [Profile].
To log in as a local user, select [Default (Internal)].
To log in as an externally authenticated user, select the authentication profile to be used to connect
to the external authentication server.
3. Enter the user name and password.
The password you enter is case-sensitive.
4. Select the language to be displayed on the screen.
5. Click [Login].

• For details about creating a new type of report or changing the output contents or method of a
report, see page 33 "Creating a Custom Report Template".
• For details about viewing the created report, see page 41 "Displaying Reports".

29
 1. Overview of Report Function

30
2. Creating Reports
This chapter describes how to create reports. You can create reports immediately or on a preset
schedule.

Screen Configuration
This section describes how to use the [Report] navigation tree.

2
3

DYP100

1. Report Templates
This displays a list of report templates. Templates are divided into report types.
2. Saved Reports
This displays saved reports by destination folder. For details, see page 40 "Creating a Folder".
3. Report Tasks
This displays a list of scheduled report creation tasks.

31
 2. Creating Reports

Report Template Types

A format for creating a report is referred to as a "report template". There are three types of report
templates as follows:
• Standard
These are standard report templates provided with RICOH Streamline NX.
For details about the types of reports that can be created, see page 9 "Types of Reports that Can
Be Created".
• Custom (public)
This is a user-created template. All users who have a Report Admin or Report User role can use it.
• Custom (personal)
This is a user-created template. Only the user who saved the template can use it.

• When you specify [Custom(public)] to create a custom report template, the created template will
appear as "Custom" in the type column of the template list.
• For details about creating a custom report template, see page 33 "Creating a Custom Report
Template".

Operation Icons for the Report Template

The following describes the operation icons that are usable in [Report Template].

Icon Description

This creates a custom report template from the selected report templates. You cannot
create a custom template from a template that is disabled.

This saves the current template.

This deletes the custom report template and any related tasks. You cannot delete
standard templates.

This enables or disables the report. You cannot modify the settings of a disabled
report template, or register it to a new task.

This creates and displays a report immediately using the selected report templates.

This creates a report on a preset schedule using the selected report templates.

32
 Creating a Custom Report Template

Creating a Custom Report Template

You can create a custom report template based on a standard or custom report template.

1. Click the following items in the navigation tree to select a report template category.

[Reports] [Report Templates] (category name of the report template)

2. Select the template to be used as the base of the custom template.

3. Click (Create Custom Report Template).
4. On the "General" screen, enter the template name and description.
For details about the setting items, see page 61 "General".
5. Click [Next Step].
6. On the "Report parameters" screen, specify the target device, date range, and paper size
settings.
For details about the setting items, see page 62 "Parameters".
7. Click [Next Step].
8. Click [OK] at the bottom right of the window to confirm the settings.
The custom report template is added to the report template list.

• When modifying the setting items of the created custom report template, click (Save) to save the
settings.
• Right-click the category name of a report template in the navigation tree to import a report
template. You can only import report templates using the zip files provided by Ricoh.

Changing the Custom Report Template Category

Move the custom report template to a different category.

1. Click the following items in the navigation tree to select the current report template
category.

[Reports] [Report Templates] (category name of the report template)

33
 2. Creating Reports

2. From the template list, drag and drop the report template to the destination category in
the navigation tree.

DSW801

• You cannot move or delete the standard report templates.

34
 Creating a Report

Creating a Report
Execute a report template as a task to create a report.
The following two methods for creating reports are available: 1) executing a report template and
creating the report immediately, and 2) configuring a schedule and creating reports.

Creating an Immediate Report

Create a report manually when checking the creation result prior to registering a schedule to the report
template, or when you need the current result immediately.

1. Click the following items in the navigation tree to select the current report template
category.

[Reports] [Report Templates] (category name of the report template)

2. Select a template for the report to be created.

For details about the setting items of the report template, see page 61 "Report Templates".
3. Click (Run now).
4. Click [Next Step].
5. Configure the report details and sorting conditions parameters on the "Report
parameters" screen.
The parameters configured on this screen are not saved in the report template.
In addition, some items cannot be modified or displayed, depending on the type of selected report
template. For details about the setting items, see page 67 "Parameters".
6. Click [Next Step].
7. Click [OK].
A preview of the report is displayed.
8. When exporting the report, select the file format to create the report, and then click
[Export].

• When exporting the report with the Report Viewer window, the file name is the same as the report
name.
• When a report task is executed, the file name is "task-name+date+time (task execution date/time)".

35
 2. Creating Reports

Creating Scheduled Reports

You can create reports every week, month, quarter, or at any specified interval.

• The report template you select within the task cannot be changed later. If you want to change the
task to use a different template, you must create a new task.

1. Click the following items in the navigation tree to select a report template category.

[Reports] [Report Templates] (category name of the report template)

2. Select a template for the report to be created.

For details about the setting items of the report template, see page 61 "Report Templates".
3. Click (Run on schedule).
4. Enter the task name and description on the "General" screen.
To disable a set schedule, select the [Schedule Disabled] check box.
For details about the setting items, see page 66 "Task Property".
5. Click [Next Step].
6. Configure the report details and sorting conditions parameters on the "Report
parameters" screen.
The parameters configured on this screen are not saved in the report template.
In addition, some items cannot be modified or displayed, depending on the type of selected report
template. For details about the setting items, see page 67 "Parameters".

• You can modify the Report Details and Sort Order when the task is based on a standard
template. When using a custom template as the basis for the report, locked parameters will
disable some selections. For descriptions of these parameters, see page 67 "Parameters".
7. Click [Next Step].
8. On the "Delivery Methods" tab, specify how to create the report.
The following three methods of creating reports are available:
• Saving on the server
• Saving on the local disk
• Sending by e-mail
For details about the setting items, see page 68 "Delivery Methods".

36
 Creating a Report

• When deleting reports on the server, the delete processing chooses the shorter term between
the duration set here and the settings on the System Data Management screen.

• When [Save on Server] is specified in [Delivery Methods] for a report, if you choose
Intermediate File Format, the language selection is disabled. However, if you display the
report in the RICOH Streamline NX Management Console, you can change the language as
needed.
• When [Send by Email] is specified in [Delivery Methods] of a report, ensure the email server
is configured in [System] [Server Settings] [Networking].
9. Click [OK].

Examples of the Report Date Range

For details about the combinations of the report generation date, closing day, start date, and end date,
see the following examples. The calendar under each example shows the date range to be included in
the report.
Example 1
• Report Generation Date: May 20th
• Closing Day: 15th
• Start Date: April 16th
• End Date: May 15th
• Number of Months: 1

Ap ril M ay
1 2 3 4 5 1 2 3
6 7 8 9 10 11 12 4 5 6 7 8 9 10
13 14 15 16 17 18 19 11 12 13 14 15 16 17
20 21 22 23 24 25 26 18 19 20 21 22 23 24
27 28 29 30 25 26 27 28 29 30 31
DSW910

Example 2
• Report Generation Date: March 2nd
• Closing Day: 10th
• Start Date: January 11th
• End Date: February 10th
• Number of Months: 1

37
 2. Creating Reports

Jan u ary F eb ru ary M arch

1 2 3 4 1 1
5 6 7 8 9 10 11 2 3 4 5 6 7 8 2 3 4 5 6 7 8
12 13 14 15 16 17 18 9 10 11 12 13 14 15 9 10 11 12 13 14 15
19 20 21 22 23 24 25 16 17 18 19 20 21 22 16 17 18 19 20 21 22
26 27 28 29 30 31 23 24 25 26 27 28 23 24 25 26 27 28 29
30 31
DSW911

• The closing day for February becomes the end date when the report is created prior to the
closing day for March.
Example 3
• Report Generation Date: April 2nd
• Closing Day: 30th
• Start Date: March 1st
• End Date: March 30th
• Number of Months: 1

F eb ru ary M arch Ap ril

1 1 1 2 3 4 5
2 3 4 5 6 7 8 2 3 4 5 6 7 8 6 7 8 9 10 11 12
9 10 11 12 13 14 15 9 10 11 12 13 14 15 13 14 15 16 17 18 19
16 17 18 19 20 21 22 16 17 18 19 20 21 22 20 21 22 23 24 25 26
23 24 25 26 27 28 23 24 25 26 27 28 29 27 28 29 30
30 31

DSW912

• March 1st becomes the start date for months such as February that do not have the 30th,
which is the closing day.
Example 4
• Report Generation Date: March 2nd
• Closing Day: 30th
• Start Date: January 31st
• End Date: February 28th
• Number of Months: 1

38
 Creating a Report

Jan u ary F eb ru ary M arch

1 2 3 4 1 1
5 6 7 8 9 10 11 2 3 4 5 6 7 8 2 3 4 5 6 7 8
12 13 14 15 16 17 18 9 10 11 12 13 14 15 9 10 11 12 13 14 15
19 20 21 22 23 24 25 16 17 18 19 20 21 22 16 17 18 19 20 21 22
26 27 28 29 30 31 23 24 25 26 27 28 23 24 25 26 27 28 29
30 31
DSW913

• The last day of February becomes the end date for months such as February that do not have
the 30th, which is the closing day.

39
 2. Creating Reports

Creating a Folder
When [Save on Server] is specified in [Delivery Methods] for a report, a created report is saved to the
server of RICOH Streamline NX. To classify created reports, add sub-levels under the [Report] folder in
the navigation tree.
You can create up to seven levels in a hierarchy under the [Report] folder.

1. Click the navigation tree to show [Report], and then right-click [Report].

2. Click (Add).
3. Enter the folder name, and then click [OK].

• Enter up to 255 alphanumeric characters for the folder name.

• The system does not check whether there is another folder with the same name in the same
hierarchy when a folder is created. You can create a folder with the same name in the same
hierarchy.

40
3. Viewing Reports
This chapter describes how to view created reports.

Displaying Reports
The save destination of a created report file varies depending on [Delivery Methods] that was specified
for the report task.
When [Save on Server] was selected in [Delivery Methods]
Created report files are stored in the server of RICOH Streamline NX.
When [Save on Disk] was selected in [Delivery Methods]
Created report files are stored in a shared folder on the network.
When [Send by Email] was selected in [Delivery Methods]
Created reports are sent by e-mail and stored in the e-mail storage area of the destination user.

• When [Save on Disk] or [Send by Email] is specified in [Delivery Methods] of a report,

SysConfigWrite privileges are required to add a save location or destination. For details, contact
the system administrator.
• For details about displaying reports, contact the system administrator or the administrator who
created the report.

Displaying Reports Saved on the Server

This displays reports created with [Save on Server] specified in the [Delivery Methods] setting.

1. Use your web browser to log in to the Management Console.

For details about the login procedure, see page 29 "Logging In to the Management Console".
2. From the navigation tree on the left side of the window, display [Report], and then click
the [Report] folder.
A list of reports stored in the selected folder is displayed on the right side of the window.
3. Select the desired report.
4. Click (View) or (Download), depending on the save format of the report.
When the file format is the intermediate file format, click (View). The report is displayed on a
new tab in the Management Console. You can export the displayed report to a PDF, Excel or CSV
file.
When the file format is PDF, Excel, or CSV, click (Download). You can download the file in the
same format as the file stored on the server.

41
 3. Viewing Reports

Understanding the Report View Screen Layout

You can view the report generation result on the Management Console screen.
1 2 3 4

DSW802

1. Export File Format

Select a file format (PDF, Excel, or CSV) when exporting a displayed report.
2. Export
Exports a report in the selected file format.
3. Save as custom template
Saves the template for outputting the currently displayed report as a custom template.
For details, see page 33 "Creating a Custom Report Template".
4. Schedule
Saves the schedule setting for outputting the currently displayed report as a report task.
You can use this task only from the preview displayed when selecting a template in the report template list and
clicking the (Run now) button.
For details, see page 36 "Creating Scheduled Reports".

42
 Notes about the cost displayed in the report

Notes about the cost displayed in the report

When printing to a monochrome machine, different Original Costs may be displayed despite having the
same job settings when the document is printed and the same actual output.
When printing color pages to a monochrome printer, the output is always in black and white. However,
if it is determined that RICOH Streamline NX applied the forced monochrome print rule to the job, the
Original Cost displays the value calculated using the information at the time when the job was spooled.
If it is determined that the forced monochrome print rule is not applied to the job, the Original Cost
displays the same value as the Real Cost*.
* The Real Cost is always calculated according to the output pages regardless of print rule application
or whether the machine is a color or a monochrome model.

43
 3. Viewing Reports

44
4. Viewing Usage Using Dashboards
This chapter describes the dashboard functions available in RICOH Streamline NX.

About Dashboards
Use dashboards to check the device status, usage volume, and other information visually. You can view
detailed information as a pie chart or bar graph on the Management Console screen and check the
result for a specific device group or time period. In addition, you can drill down various information and
display details easily to analyze the information from various viewpoints.

Dashboards are divided into the following seven categories. You can also create a custom dashboard
by modifying an existing dashboard.

Dashboard Types

You can create the following types of dashboards:

Dashboard type Description

Device Information Displays the device information.

Device Usage Displays the device usage.

Device Status Displays the device status.

Device Power Usage Displays the energy savings status of a device.

45
 4. Viewing Usage Using Dashboards

Dashboard type Description

Total Documents Usage Displays the document usage volume.

Capture Usage Displays the scanner usage.

Total Documents Usage by

Displays the document usage volume by department.
Department

46
 Displaying a Dashboard

Displaying a Dashboard
When you click a dashboard category from the navigation tree, a list of dashboards is displayed. There
are three types of dashboards as follows:
• Standard
These are standard dashboards that are provided.
• Custom (public)
These are custom dashboards created by the user.
• [Custom (personal)]
These are custom dashboards created by the user. Only the user who created the custom
dashboard can use it.

• When you specify [Custom (public)] to create a custom report template, the created template will
appear as "Custom" in the type column of the template list.

Creating a Custom Dashboard

Select a standard dashboard, and specify the group and period to be totaled.

1. Click the following items in the navigation tree to select a dashboard category.

[Dashboards] (Dashboard category name)

2. Select a standard dashboard to be displayed.

3. Click (View).
4. On the View Dashboard screen, specify the following items:

Item Function

View based on
Select a group for which to display the data.
Category:

Period Select the time period to be displayed on the dashboard.

Select the number of periods to be displayed. The default is [Most

Recent Period Only].

Number of Periods: [Most Recent Period Only] displays only the most recent selected
period. For example, when Period is set to Daily, the information for
yesterday is displayed, and when set to Monthly, the information for
last month is displayed.

47
 4. Viewing Usage Using Dashboards

5. Click [OK].
6. When the dashboard is displayed, click (Save).
7. In the "Save Dashboards" dialog box, enter the dashboard name and description, and
then click [OK].

Dashboard Layout

The dashboard consists of the following four panes:

1

DSW802

1. Toolbar
You can use the toolbar at the top of the dashboard dialog box to perform the following operations:

Button Function

Returns to the previous group level on the dashboard.

Displays a list of layers up.

Changes all displayed graphs to pie charts.

Changes all displayed graphs to vertical bar graphs.

Changes all displayed graphs to horizontal bar graphs.

Changes all displayed graphs to line graphs.

48
 Displaying a Dashboard

Button Function

Saves the current dashboard as a custom dashboard.

Changes the view of group for which to display the data.

2. Main Graph Pane

This displays the main graph of the selected dashboard. Depending on the setting, the graph may appear as a
pie chart, vertical bar graph, horizontal bar graph, or line graph.

• Depending on the [Number of Periods] setting, the types of graphs that can be displayed may vary.
3. Detailed Graphs Pane
This displays the data of sub-groups for the group displayed in the main graph.
4. Data Table Pane
This displays detailed data in a table based on the displayed data of the main graph.

• You cannot print the graphs and tables.

49
 4. Viewing Usage Using Dashboards

Dashboard Types
Dashboards are divided into the following seven types. Each group is provided with multiple
dashboards.
• Device Information
• Device Usage
• Device Status
• Device Power Usage
• Total Documents Usage
• Capture Usage
• Total Documents Usage by Department

Device Information Dashboard

Use the [Device Information] dashboard to check the device status.

• Dashboards in this category can be created only with the Base license.

Dashboard Types Description Graph type

Displays the number of devices by Pie chart (by default), horizontal

Manufacturer Split
manufacturer. bar graph, or vertical bar graph

Displays the number of devices by Pie chart (by default), horizontal

MFP/Printer Split
machine type (MFP or printer). bar graph, or vertical bar graph

Color/Monochrome Displays the number of color and Pie chart (by default), horizontal
Device Split black-and-white printers. bar graph, or vertical bar graph

Displays the number of devices by

Pie chart (by default), horizontal
USB/Networked Split connection type (USB or network
bar graph, or vertical bar graph
connection).

Displays the number of devices by

device speed (0–20 PPM, 21–30
Pie chart (by default), horizontal
PPM Split PPM, 31–40 PPM, 41–50 PPM,
bar graph, or vertical bar graph
51–60 PPM, 61–70 PPM, 71–80
PPM, 80 PPM or higher).

50
 Dashboard Types

Dashboard Types Description Graph type

Displays the number of devices that

either support or do not support
Ricoh DataOverwriteSecurity
System (DOSS). Pie chart (by default), horizontal
DOSS Split
bar graph, or vertical bar graph

• This only supports RICOH

devices.

Device Usage Dashboard

Use the [Device Usage] dashboard to check the total usage volume of the device.

• Dashboards in this category can be created only with the Base license.

Dashboard Types Description Graph type

When displaying one period:

Displays the total number of output
pages. Horizontal bar graph or vertical bar
graph (by default)
Total Usage
When displaying multiple periods:
• This does not include printed
Horizontal bar graph, vertical bar
faxes.
graph (by default), or line graph.

When displaying one period:

Displays the average number of
output pages by device. Horizontal bar graph or vertical bar
graph (by default)
Usage per Device
When displaying multiple periods:
• This does not include printed
Horizontal bar graph, vertical bar
faxes.
graph (by default), or line graph.

When displaying one period:

Displays the number of output color
and black-and-white pages. Pie chart (by default), horizontal
Color/Monochrome bar graph, or vertical bar graph
Usage Split When displaying multiple periods:
• This does not include printed
Horizontal bar graph, vertical bar
faxes.
graph (by default), or line graph.

51
 4. Viewing Usage Using Dashboards

Dashboard Types Description Graph type

When displaying one period:

Pie chart (by default), horizontal
Displays the total number of pages bar graph, or vertical bar graph
Function Usage Split that are printed, copied, faxed, or
scanned. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Pie chart (by default), horizontal
Displays the number of output two- bar graph, or vertical bar graph
Duplex Usage Split
sided and one-sided pages. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the toner coverage of
Ricoh devices. Horizontal bar graph or vertical bar
graph (by default)
Total Toner Coverage
When displaying multiple periods:
• This only supports RICOH
Horizontal bar graph, vertical bar
devices.
graph (by default), or line graph.

When displaying one period:

Displays the toner coverage of
Ricoh devices. Horizontal bar graph or vertical bar
Color/Monochrome graph (by default)
Toner Coverage When displaying multiple periods:
• This only supports RICOH
Horizontal bar graph, vertical bar
devices.
graph (by default), or line graph.

When displaying one period:

Pie chart (by default), horizontal
Displays the total number of output bar graph, or vertical bar graph
Toner Coverage Split pages by toner coverage ([Low],
[Medium], [High]). When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

52
 Dashboard Types

Dashboard Types Description Graph type

When displaying one period:

Displays the job quantity by job size Pie chart (by default), horizontal
(1, 2, 3, 4, 5, 6–10, 11–20, 21– bar graph, or vertical bar graph
Job Size Split 50, 51–100, 101–300, 301–
500, 501–700, 701–1000, 1001 When displaying multiple periods:
or more pages). Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the total number of output
pages by N-up printing. Pie chart (by default), horizontal
bar graph, or vertical bar graph
N-Up Split
When displaying multiple periods:
• This does not include printed
Horizontal bar graph, vertical bar
faxes.
graph (by default), or line graph.

Displays the number of output

pages by device speed (0–20
When displaying one period:
PPM, 21–30 PPM, 31–40 PPM,
41–50 PPM, 51–60 PPM, 61–70 Pie chart (by default), horizontal
PPM, 71–80 PPM, 80 PPM or bar graph, or vertical bar graph
Volume Split by PPM
higher). When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.
• This does not include printed
faxes.

When displaying one period:

Displays the number of output
pages by hour (12 am–11 pm). Horizontal bar graph or vertical bar
graph (by default)
Usage per Hour
When displaying multiple periods:
• This does not include printed
Horizontal bar graph, vertical bar
faxes.
graph (by default), or line graph.

Device Status Dashboard

Use the [Device Status] dashboard to check the device status.

• Dashboards in this category can be created only with the Base license.

53
 4. Viewing Usage Using Dashboards

Dashboard Types Description Graph type

When displaying one period:

Displays the time the device is in the Pie chart (by default), horizontal
ready state, warning state (not bar graph, or vertical bar graph
Device Ready Split
including when an error occurs at When displaying multiple periods:
the same time), and error state.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Pie chart (by default), horizontal
Displays the error (toner, paper, bar graph, or vertical bar graph
Device Errors
other) average by device. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

Device Power Usage Dashboard

Use the [Device Power Usage] dashboard to check the power usage of the device.

• This only supports RICOH devices.

• Dashboards in this category can be created only with the Base license.

Dashboard Types Description Graph type

When displaying one period:

Displays the time (in minutes) the Pie chart (by default), horizontal
device is in the ready state, run bar graph, or vertical bar graph
Power Mode Split
state, low power state, sleep state, When displaying multiple periods:
and off state.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

54
 Dashboard Types

Dashboard Types Description Graph type

When displaying one period:

Horizontal bar graph or vertical bar
Power Usage per Displays the average power usage graph (by default)
Device (kWh) by device. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Horizontal bar graph or vertical bar
Displays the average power usage graph (by default)
Power Usage per Page
(Wh) per page. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

Total Documents Usage Dashboard

Use the [Total Documents Usage] dashboard to check the total documents usage of the device.

• Only scan and fax operations performed using the RICOH Streamline NX app are totaled.

• To create Dashboards in this category, the Scan & Capture or Print Management license is
required in addition to the Base license.

Dashboard Types Description Graph type

When displaying one period:

Horizontal bar graph or vertical bar
Displays the total number of output graph (by default)
Total Usage by Pages
or scanned pages. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

55
 4. Viewing Usage Using Dashboards

Dashboard Types Description Graph type

When displaying one period:

Horizontal bar graph or vertical bar
Displays the total cost incurred graph (by default)
Total Usage by Cost
during output or scanning. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Horizontal bar graph or vertical bar
Displays the average cost incurred graph (by default)
Average Cost per Page
per page during output or scanning. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the cost savings by using Pie chart (by default), horizontal
forced black-and-white output, bar graph, or vertical bar graph
Cost Savings
forced two-sided output, document When displaying multiple periods:
deletion, and document expiration.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the percentage of cost Horizontal bar graph or vertical bar
savings by using forced black-and- graph (by default)
Percentage of Cost
white output, forced two-sided
Savings When displaying multiple periods:
output, document deletion, and
document expiration. Horizontal bar graph, vertical bar
graph (by default), or line graph.

Capture Usage Dashboard

Use the [Capture Usage] dashboard to check the scan usage of the device.

• To create Dashboards in this category, the Scan & Capture license is required in addition to the
Base license.

56
 Dashboard Types

Dashboard Types Description Graph type

When displaying one period:

Displays the capture usage (number Pie chart (by default), horizontal
Capture Workflow of jobs and pages) by workflow. bar graph, or vertical bar graph
Usage Displays top 10 workflows and all When displaying multiple periods:
others.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the capture usage (number Pie chart (by default), horizontal
of jobs and pages) for the selected bar graph, or vertical bar graph
Capture Connector
destination connectors. Displays top
Usage When displaying multiple periods:
10 destination connectors and all
others. Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Displays the capture usage (number Pie chart (by default), horizontal
of jobs and pages) for the selected bar graph, or vertical bar graph
Capture Source Usage
process connectors. Displays top 10 When displaying multiple periods:
process connectors and all others.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

Total Documents Usage by Department Dashboard

Use the [Total Documents Usage by Department] dashboard to check the total documents usage of the
device by department.

• To create Dashboards in this category, the Scan & Capture or Print Management license is
required in addition to the Base license.

57
 4. Viewing Usage Using Dashboards

Dashboard Types Description Graph type

When displaying one period:

Horizontal bar graph or vertical bar
Average Page Usage Displays the average number of graph (by default)
per User by Department output pages per user by
*1 department. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Horizontal bar graph or vertical bar
Average Cost Usage graph (by default)
Displays the average cost per user
per User by Department
*1 by department. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Pie chart, horizontal bar graph or
Color/Black & White Displays the number of output color vertical bar graph (by default)
Usage Split by and black-and-white pages by
Department department. When displaying multiple periods:
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Pie chart (by default), horizontal
Displays the total number of pages bar graph, or vertical bar graph
Function Usage Split by
that are printed, copied, faxed, or
Department When displaying multiple periods:
scanned by department.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

When displaying one period:

Pie chart (by default), horizontal
Displays the number of output two- bar graph, or vertical bar graph
2 Sided Usage Split by
sided and one-sided pages by
Department When displaying multiple periods:
department.
Horizontal bar graph, vertical bar
graph (by default), or line graph.

*1 All copy/print operations are totaled with scan/fax operations performed using the Embedded Applications.
All users with output are displayed even if only one page is output in a specified period.

58
5. Troubleshooting
This chapter describes how to troubleshoot problems in RICOH Streamline NX.

Troubleshooting
Problem Causes and solutions

Creating a report may take longer if more than one

No report is created. scheduled task has been scheduled at the same time.
Adjust the report creation schedule accordingly.

The report was not configured to be saved on the server.

Created reports do not appear in the
Enable [Save on Server] on the [Delivery Methods] tab
[Report] folder.
of the task.

To view reports in PDF or Excel format, use an

You cannot open a generated report. application that supports these formats. For the required
application, see page 28 "Report File Formats".

Reports in the intermediate file format cannot be printed.

Export the report in PDF, Excel, or CSV format, and open
I want to print a generated report.
the file in an application associated with the format to
print the report.

If a device has no functions to be totaled, the value of the

Some items are missing in the report.
counter for the device appears blank.

59
 5. Troubleshooting

60
6. List of Setting Items
This chapter describes the setting items and functionality of the report function.

Report Templates
This section describes the items displayed under [Report Templates] in the navigation tree.
Report templates are divided into the following three categories: [Standard], [Custom (public)], and
[Custom (personal)].
Templates in [Standard] are standard report templates provided with RICOH Streamline NX.
Templates in [Custom (public)] and [Custom (personal)] are custom report templates. All users who have
a Report Admin or Report User role can use [Custom (public)] templates. [Custom (personal)] can only
be used by the user who saved the template.

• When you specify [Custom (public)] to create a custom report template, the created template will
appear as "[Custom]" in the type column of the template list.
• For details about types of reports, see page 9 "Types of Reports that Can Be Created".
• For details about how to create a custom report template, see page 33 "Creating a Custom Report
Template".

Report Template Categories

Select the report template category (type) from [Report Templates] in the navigation tree to display the
report template list. The setting items are the same for both the standard report template and custom
report template.
The following three tabs are provided in the report template properties:
• [General] tab
• [Parameters] tab
• [Security] tab

• You can only edit the setting items in a custom report template. You cannot edit standard report
templates.

General

Use the following to configure and display the report template properties:

61
 6. List of Setting Items

Item name Function

Template Name Enters the report template name.

Description Enters the report template description.

Version Displays the version of the report template used for the base.

Type Displays the report type ([Custom] or [Custom (personal)]).

User *1 Displays the name of the user who created the report template.

Base Template *1 Displays the name of the report template used for the base.

When this check box is selected, the report template is

disabled. You can enable or disable the report template by
Template Disabled
using on the toolbar. For details, see page 32 "Operation
Icons for the Report Template".

*1 This item is only displayed for a custom report template.

Parameters

Configure the details and page settings of the report template. The items that appear and can be
configured vary depending on the report template type.

Item name Function

Report content Displays the report overview and/or details.

Select the item columns to be included in the report.

Select or cancel selection of item columns in the window that is
displayed.
Columns to include Use or to add one item column or all item columns.
Use or to cancel selection of one item column or all item
columns.
Click [OK] to confirm the settings.

Select the first condition for sorting. Be sure to configure the first
1st sort priority
condition.

2nd sort priority Select the second condition for sorting.

3rd sort priority Select the third condition for sorting.

62
 Report Templates

Item name Function

Click [Change ...] to display the [Page Setup] dialog box, and
Page Setup
select the paper size and orientation.

Select the paper size used to output the report.

Paper Size
[A4], [A3], [B4], [B5], [Letter], [Legal], [11x17], [Custom]

Select the paper orientation.

Orientation
[Portrait], [Landscape]

Specify the paper width when the paper size is set to [Custom].
Width
Specify a value from 20 to 5,080 mm.

Specify the paper height when the paper size is set to [Custom].
Height
Specify a value from 20 to 5,080 mm.

Unit Select the unit (mm, inch) to be used.

Select the device group.

Device Groups
[All Devices], one specified group

Power Filter Select the power filter.

Select the date range.

[last week] (from Sunday to Saturday of the previous week),
[last month], [last quarter], [last year] (from January 1st to
December 31st of the previous year), [this week] (from Sunday
of this week to today), [this month], [this quarter], [this year]
(from January 1st of this year to today), [Today], [Yesterday],
[From X days prior], [Custom range], [Previous X Months]
Date range

• If you selected the [Lifetime Counters] or [Lifetime Counters

by Group] template, this field is End Date only. In this
case, the report will retrieve counters from the RICOH
Streamline NX database up until the selected End Date. If
the parameter is not specified, it will select counters with
the latest poll time.

Specify the number of days when [Date range] is set to [From X

day(s)
days prior].

Specify the number of months when [Date range] is set to

Number of Months
[Previous X Months].

63
 6. List of Setting Items

Item name Function

Specify the last day of the month when [Date range] is set to
Last Day of Month
[Previous X Months].

The data in the report is totaled by year, month, or day. When

Summarize By
you do not need a summary, select [None].

[public]: All users who have a Report Admin or Report User role
can use the templates.
Visibility
[personal]: Only the user who saved the template can use the
template.

• To specify report generation date, closing day, start date, and end date, see page 37 "Examples
of the Report Date Range".
• You cannot execute a report creation task from a disabled template.
• Depending on the parameter, you can select [Lock this selection] to lock the setting and make it
read-only.
• If you enable the Lock this Selection checkbox for any of the following options, these settings
cannot be edited when you create a Report Task that uses this template.
• Depending on the format such as the paper size and page settings of the report to be output, the
setting parameters may not affect the output result.
• Each system template has pre-selected columns that are applicable to the selected report category
and type.
• Columns in the Detailed Information table can be configured by changing Columns to Include.
• Columns in the Summary table are determined based on the Report Template.

Security

Configure the Security Group Context.

A user cannot access custom report templates for device groups on which the user has no read
permission.
A user can only access standard report templates and custom report templates for device groups on
which the user has read permission.
Only users who have write permissions for a device group to which the template is assigned can change
the security settings of a custom report template.

64
 Reports

Reports
Click the [Reports] folder in the navigation tree to view the list of reports stored on the server.
Select a report from the report list to use the toolbar to perform operations.

Button Function

(Download) Downloads the selected report (saved in PDF, Excel, or CSV format).

Displays a preview of the report saved in the intermediate file format. For
(View)
details, see page 42 "Understanding the Report View Screen Layout".

Deletes the selected report. You can also select multiple reports.
(Delete)
• You cannot delete files with a set task schedule.

(Refresh). Updates the report list display to the latest information.

65
 6. List of Setting Items

Report Tasks
The information of a template and schedule of a task to be created are collectively referred to as a
"task".
A report task consists of the following tabs:
• Task Property
• Parameters
• Schedule
• Delivery Methods
• Security

• For details about how to create a scheduled report, see page 36 "Creating Scheduled Reports".

Task Property

Report task properties are displayed as follows:

Item Function

Task Name Displays the report task name.

Task Description Displays the task description. You can also configure the description.

Report Templates Displays the name of the report template being used.

Next Execution Time Displays the next task execution time.

Send by Email Indicates whether [Send by Email] is selected.

Save on Server Indicates whether [Save on Server] is selected.

Save on Disk Indicates whether [Save on Disk] is selected.

Date Created Displays the date the task was created.

Created by Displays the name of the user who created the task.

Schedule Disabled Indicates whether or not the schedule is disabled.

Template Disabled Indicates whether or not the report template is disabled.

66
 Report Tasks

Parameters

When creating a report by executing a task from the [Parameters] tab, you can select a standard report
template or custom report template. Depending on the selected report template, you can configure the
parameters using the [Parameters] tab. The items that are displayed and can be configured vary
depending on the report template type.

Item Function

Report content Displays a report overview and/or details.

Select the item columns to be included in the report.

Select or cancel selection of item columns in the window that is
displayed.
Columns to include Use or to add one item column or all item columns.
Use or to cancel selection of one item column or all item
columns.
Click [OK] to confirm the settings.

Select the first condition for sorting. Be sure to configure the first
1st sort priority
condition.

Select the ascending/descending sorting order of the first

1st sort order
condition.

2nd sort priority Select the second condition for sorting.

Select the ascending/descending sorting order of the second

2nd sort order
condition.

3rd sort priority Select the third condition for sorting.

Select the ascending/descending sorting order of the third

3rd sort order
condition.

Page Setup Select the paper size and orientation.

Select the device group.

Device Groups
[All Devices], one specified group

Power Filter Select the power filter.

67
 6. List of Setting Items

• Depending on the parameter, you can select [Lock this selection] to lock the setting and make it
read-only.

Schedule

Use the [Schedule] tab to configure the task schedule.

Item Function

Schedule Disabled Enables or disables (default setting) the task schedule.

Select the frequency for executing the task.

Frequency
[Once], [Daily], [Weekly], [Monthly] (default setting)

Day of the Week Select the day of the week when [Frequency] is set to [Weekly].

Select the day of the month (1 to 31st day, [Last Day of the
Date
Month]) when [Frequency] is set to [Monthly].

Configure the date and time to start the schedule. Be sure to

Start Date/Time
configure this setting.

Delivery Methods

From the [Delivery Methods] tab, specify the method ([Save on Server], [Send by Email], or [Save on
Disk]) to deliver the created report.
Save on Server:
A created report is saved to the Management Console of RICOH Streamline NX and displayed in
a folder on [Reports] in the navigation tree.

Item Function

Enable Select this check box to enable [Save on Disk].

Retention period Configure the report retention period.

Select the file format.

Format
[Intermediate File Format] (default setting), [PDF], [Excel], [CSV]

A notification of the report URL is sent by e-mail to the user who

Notify
created the report.

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 Report Tasks

Item Function

Store at Specify the save destination. The default setting is the [Reports] folder.

Select the language to be used. The language specified for the

Language
logged-in user is used when [Format] is set to [Intermediate].

Send by Email:
The created report is sent to the specified destination by e-mail.

Item Function

Enable Select this check box to enable [Send by Email].

Enter the e-mail addresses. To enter more than one address, separate
Email Address
each address by a comma (,).

Body Enter the e-mail text.

Select the file format.

Format
[PDF] (default setting), [Excel], [CSV]

Language Select the language to be used.

Save on Disk:
A created report is saved under the path specified in [System] [Report] [Report Disk
Destinations] in the navigation tree. The report is not displayed in a folder on [Reports] in the
navigation tree.

Item Function

Enable Select this check box to enable [Save on Disk].

Store at Specify the save destination of the report.

Select the file format.

File Format
[PDF] (default setting), [Excel], [CSV]

Language Select the language to be used.

• For details about the file formats, see page 28 "Report File Formats".

69
 6. List of Setting Items

Security

Configure the Security Group Context.

A user cannot access custom report templates for device groups on which the user has no read
permission.
A user can only access standard report templates and custom report templates for device groups on
which the user has read permission.
Only users who have write permissions for a device group to which a template is assigned can change
the security settings of a custom report template.

70
 [System] Settings

[System] Settings
In [System] in the navigation tree, you can configure the general settings of the system.
Report related items that can be configured in [System] are as follows:

Reporting

Click [Reporting] in the navigation tree to display the list of report-related settings.

Report Retention Period

Specify the report storage period. When the specified storage period elapses, the report is
automatically deleted.

Item name Function Input type

Specify the storage period for reports The setting for each item can be
Daily
created daily. selected from the drop-down list.
• [Days]: a value from 1 to
Specify the storage period for reports
Weekly 65536
created weekly.
• [Weeks]: a value from 1 to
Specify the storage period for reports 100
Monthly
created monthly.
• [Months]: a value from 1 to
Specify the storage period for reports 36
Other Reports
other than the reports listed above. • [Years]: a value from 1 to 5

Default File Format

Specify the file format in which to save the generated report on the server or in the application.

Item name Function

Select the file format from the drop-down list.

• [Excel]
File Format • [CSV]
• [PDF]
• [Intermediate File Format]

71
 6. List of Setting Items

Report Disk Destinations

Configure the save destination of the report.

Item name Function

System Destination Path Displays the location to save the reports.

Adds a location to save the reports to [System Destination Path].

Add Click the button to display Add Disk Screen and specify the
save destination.

Delete Deletes a save location from System Destination Path.

• [Add] is not displayed depending on the administrator's settings.

Report Logo Setting

Configure the logo to be displayed at the beginning of the report. The setting configured here will be
applied to all reports created thereafter.

Item name Function

Select the file of the logo to be displayed in the reports. Specify

the file path in the dialog box that appears when you click
[Browse]. You can specify a file in the following file formats:

Logo File • BMP

• JPG/JPEG
• GIF
• PNG

Upload Applies the specified logo to the report.

Report CSS Setting

Configure the CSS file to be applied in the report. The setting configured here will be applied to all
reports created thereafter.

72
 [System] Settings

Item name Function

Select the CSS file to be applied to the report. Specify the file in
CSS File
the dialog box that appears when you click Browse.

Upload Applies the specified CSS file to the report.

• The default CSS is stored in \ProgramData\Ricoh\Streamline NX\data\RS\Resources

\commonStyle.css.
• You can modify the look and feel of the report by adjusting the attribute contents within the CSS
file, but do not change the default attribute names. Ensure you make a copy of the default file
before you make any changes in case you need to revert to the defaults.

Email defaults

Configure the prefix to be appended to the subject and the fixed phrase to be entered in the body of the
email to be sent with the report.

Item name Function

Subject prefix Enter the prefix to be appended to the e-mail subject.

Default message body Enter the fixed phrase in the main body of the email.

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76 EN GB EN US D3E8-0024E
EN GB EN US D3E8-0024E © 2017, 2019, 2020 Ricoh Co., Ltd.