Reporting Features | Document Locator

Greater visibility with reports

The integrated reports module in Document Locator provides easy access to business intelligence (BI) that allows managers to make quick and accurate decisions.

The reports module is based on Microsoft SQL Server Reporting Services. The system comes with many standard reports included, and custom reports can be created using Microsoft Report Builder or Microsoft Visual Studio.

Business managers have immediate access to usage metrics, workflow details, and other important business intelligence with reports.

Reporting capabilities

Generate reports

Generate reports with data, charts, and graphs and drill down into report data for further analysis.

Microsoft integration

Create custom reports using Microsoft Report Builder or Microsoft Visual Studio.

Export Reports

Export reports to Excel or PDF.

Security

Control who has access to each report using security settings.

Accessibility

Reports are accessible from both the desktop and web editions.

Standard reports

Includes several standard reports.

Analyze and improve operations

View and analyze data, charts, and graphs to support continuous improvement by identifying trends and areas where productivity can be improved. Reporting provides insight into the efficiency of processes, demonstrates accountability, and validates regulated activities.

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Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.

Quality & Compliance

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.

Human Resources

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.

Project Management

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Operations

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