Add-on: Advanced Reporting

The Advanced Reporting Add-On unlocks powerful analytics with the Detail Transaction Report and Pending Transactions Report, giving businesses full visibility into document workflows, approvals, and pending actions.

The Detail Transaction Report provides a granular, real-time view of document transactions, capturing every action, status, and participant involved. Designed for auditability and compliance, this tabular report delivers deep insights into how documents are processed, who interacts with them, and the overall transaction lifecycle.

The Pending Transactions Report provides a clear overview of all documents that are still awaiting action, helping teams track bottlenecks and ensure timely processing. This report gives instant visibility into which documents are pending, who needs to act, and the overall document workflow.

The Detail Transaction Report and Pending Transactions Report are available only to admins or privileged users.

Included

• Access rights to the Detail Transaction Report and the Pending Transactions Report for admins and specified users

Required from your side

• No special prerequisites

Examples: