Reporting and Dashboards

Reports make it easy to answer important questions about your content. You can use reports to organize, analyze, and share any data related to your documents and processes. Reports can be structured to run a tabular or matrix report.

Reporting can be performed on documents, workflows, and object records. When creating new reports, a user can filter, sort and group results as needed to render only needed information. Prompts can be added as dynamic filtering to be entered at run-time. All reports can be shared with other users, quickly duplicated and exported to as a text, CSV, or Excel file.


Report in edit mode

On run-time, document and object types are automatically grouped in sections with columns color to avoid column label ambiguity.

Report at run-time

Reports can be used to create charts, which are grouped into a dashboard. Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report.
Dashboard in view mode
Available chart types include column, bar, gauge, numerical count, and pie charts. Labels and grouping can be applied per chart component. If reports used to build the dashboard include filters and prompts, those filters are also applied to the dashboard.

Dashboard in edit mode