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Dashboard and Reports
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: Instantly identify and manage duplicate documents, ensuring data integrity and optimizing storage space.
– Documents that are pending approval: Track documents that are currently awaiting approval, enabling swift action to expedite the workflow.
– 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: Access a comprehensive report summarizing all files within the system, providing a clear snapshot of your document inventory.
All reports can be exported as .XLSX, .CSV and .ODS files. To access the dashboard log in with any admin user.