Reporting & Analytics
Comprehensive dashboard reports with AI-powered insights, export functionality, and performance trend visualization
Feature Overview
Instructions
7
Step-by-step guide
Available To
3
User roles
API Endpoints
0
Available endpoints
Step-by-Step Instructions
Access Reports
Navigate to Dashboard > Reports section.
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- Report categories
- Quick access templates
- Recent reports
Select Report Type
Choose from audit reports, task reports, or combined analytics.
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- Pre-built templates
- Custom report builder
- Scheduled reports
Set Parameters
Define date range, departments, and other filters.
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- Flexible filtering
- Comparison periods
- Data granularity
Generate Report
Click "Generate" to create the report with AI insights.
- Real-time generation
- Progress indicators
- Error handling
Explore Data
Interact with charts and tables to analyze performance.
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- Interactive visualizations
- Drill-down capabilities
- Data tooltips
Export
Download reports in your preferred format (Excel, PDF, CSV).
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- Multiple formats
- Custom layouts
- Automated delivery
Save/Share
Archive important reports or share them with stakeholders.
- Report library
- Sharing permissions
- Access tracking
Role Access
This feature is available to the following user roles:
Super Administrator
Level 6
Administrator
Level 4
Auditor
Level 3
On This Page
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