如何在KOFAX Batch Manager中生成所有当前批次的报表？

Yes, Here Are 3 Proven Methods #

Absolutely! You can definitely pull a report that includes every detail of your current batches in Kofax Batch Manager. Whether you need a quick one-off export or an automated solution, there's a method that fits your workflow:

Method 1: Use the Built-In Reporting Tool (Quick & No-Code) #

This is the easiest way for most users—no coding required:

• Open the Kofax Batch Manager client and log into your environment.
• Navigate to the Reports tab (usually in the top menu bar or left sidebar).
• Look for pre-built templates like "Current Batch Summary" or "All Active Batches". If none fit your needs, create a custom one:
  • Click Create New Report to open the report editor.
  • Select all the fields you want to include: batch ID, name, status, creation time, processing progress, assigned user, document count, etc.
  • Set a filter to target only current batches (exclude completed/archived ones using status filters).
  • Configure sorting (e.g., by creation date descending) or grouping (e.g., by batch status) as needed.
• Preview the report to verify data accuracy, then export it in your preferred format: PDF, Excel, or CSV.

Method 2: Automate with Kofax Capture API (For Custom Integrations) #

If you need to generate reports automatically or feed data into another system, use the Kofax Capture API. Here's a quick .NET example to get you started:

using Kofax.Capture.SDK.Batch;
using Kofax.Capture.SDK.Session;

// Initialize and log into the Kofax session
ISession kofaxSession = new Session();
kofaxSession.Login("your_username", "your_password", "your_workstation_name");

// Fetch all batches, filter for current (non-completed/archived) ones
IBatchCollection allBatches = kofaxSession.Batches;
foreach (IBatch batch in allBatches)
{
    if (batch.Status != BatchStatus.Completed && batch.Status != BatchStatus.Archived)
    {
        // Extract key batch details
        string batchId = batch.ID;
        string batchName = batch.Name;
        string status = batch.Status.ToString();
        DateTime createdTime = batch.CreationTime;
        int totalDocs = batch.DocumentCount;
        
        // Write these details to a file, database, or your reporting system here
    }
}

// Clean up the session
kofaxSession.Logout();

• Note: Make sure your user account has sufficient permissions to access batch data, and reference the correct Kofax SDK assemblies for your Capture version.

Method 3: Direct SQL Query (For Power Users) #

Kofax stores batch data in a SQL database—if you have access to it, you can query directly for granular control:

1. Connect to your Kofax Capture SQL database (typically named KofaxCapture or similar).
2. Use a query like this to pull current batch details:

SELECT
    b.BatchID,
    b.BatchName,
    bs.StatusName AS BatchStatus,
    b.CreationDateTime,
    b.LastModifiedDateTime,
    COUNT(d.DocumentID) AS TotalDocuments
FROM
    Batch b
JOIN
    BatchStatus bs ON b.StatusID = bs.StatusID
LEFT JOIN
    Document d ON b.BatchID = d.BatchID
WHERE
    bs.StatusName NOT IN ('Completed', 'Archived')
GROUP BY
    b.BatchID, b.BatchName, bs.StatusName, b.CreationDateTime, b.LastModifiedDateTime
ORDER BY
    b.CreationDateTime DESC;

3. Run the query, then export the results to Excel/CSV to create your report.

Quick Tips #

• Permissions: Ensure your account has "View All Batches" access to avoid missing data.
• Custom Templates: When building custom reports, double-check that all fields you need are enabled in your Kofax module configuration.
• API Versions: Kofax Capture API changes slightly between versions—always refer to your specific version's documentation for exact syntax.

内容的提问来源于stack exchange，提问作者Ahmad