Dashboard and Reports

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Account administrators can access ‘Dashboard & Reports‘ view to have an overview of all files in the system and their status.

From Dashboard you can see:
– Duplicate Report
– Documents that are pending approval
– Documents that are nearing their retention end
– Documents that are nearing (or have exceeded) their due date
– Total report of all your files in the system.

All reports can be exported as .XLSX, .CSV and .ODS files. To access the dashboard log in with any admin user.