Reports

The Reports module provides pre-configured and custom reports for analysing document activity, user productivity, workflow performance, and business metrics. Reports are accessible from the Reports link in the left sidebar.

Report List

The Reports landing page shows all available reports as clickable cards. Each card displays the report name and an icon. Click a card to open the report and view its data.

Report Details

Each report opens a detail page with:

• Interactive charts – Bar charts, pie charts, and line graphs that visualise the report data. Charts respect the current theme (Dark, Blue, or Light).
• Data table – A sortable, filterable table showing the underlying data. You can use the search box to filter by keyword.
• Date range filter – Select a date range to focus the report on a specific period.

Common Reports

Report	What It Shows
Document Upload Summary	Number of documents uploaded per day/week/month, broken down by document type.
User Activity	Actions performed by each user (uploads, views, downloads, shares).
Workflow Performance	Average time to complete each workflow step; bottleneck identification.
PO Summary	Purchase orders by status, value, and supplier.
Expense Report	Expense claims by category, status, and department.

Exporting Reports

Most reports support exporting the data to Excel or CSV format. Click the Export button on the report detail page to download the data for offline analysis or further processing.

Admin Report Setup

Administrators can create new report definitions, configure which data fields and charts appear, and control which user roles have access to each report.

INFO

Reports are read-only views of your data. They do not modify any documents or records in the system.