PiF Technologies

All About DocStar ReportWorks

Organizations who utilize Document Management know the value of data being exactly where it’s supposed to be. Document Management is one piece of a completed automated system, and can be the stepping stone to help your organization build smart customized workflows that drive information from one system to another with minimal human intervention. By using DocStar’s ReportWorks you can take the next step and gain valuable insights into how your processes function. 

What is DocStar ReportWorks?

ReportWorks is an added function in Epicor ECM/DocStar that allows you to gain business intelligence through interactive dashboards to visually determine bottlenecks and system-wide metrics. With ReportWorks you can utilize an interactive display designed to make visualizing bottlenecks in your operations easier. It allows you to quickly analyze system-wide metrics to get an overview of how your workflows are doing as a whole.

ReportWorks empowers you to address any issues it discovers. And just like your Enterprise Content Management system, it integrates seamlessly with other common business applications and technologies, complementing your existing approach rather than just complicating it.

Where can you use DocStar ReportWorks?

ReportWorks enhances your Document Management system across multiple functions across your organization and can help you gain visibility into a variety of processes. By using the dynamic reports, you can identify gaps, gain an understanding of how your workflows function as a whole, and overall build a more streamlined process.

No two businesses are the same, and your reports shouldn’t be either. One of the key features of ReportWorks is that you have the capability to build custom reports from searchable parameters on any document or metadata stored within the DocStar system.

Another feature of ReportWorks is the ability to set up Automatic Emails. Once you create your report have it automatically emailed to anyone on a custom schedule (ie. hourly, daily, monthly) in a custom format (ie. PDF, Excel, or Word). This makes communication of important process data completely automatic and ensures that the right people are getting the right information when they need it. 

What are common use cases for ReportWorks? While this is not an exhaustive list, it can serve as inspiration to you to identify key areas within your business that could benefit from ReportWorks. 

Accounts Payable

Within your Accounts Payable process, there are multiple opportunities to use enhanced reporting functionality to improve visibility and further streamline your AP processes. With ReportWorks you can see the approval status of any invoice, if they’re waiting on approval, and who needs to approve it. This can help identify gaps in your process and remediate them without everything coming to a complete halt. 

DOT Records

Distributors who rely on vehicles to bring product to their customers, construction firms who use heavy machinery on a daily basis, and any other organization that uses equipment regularly have service records that need to be regularly updated and maintained. ReportWorks can help you easily organize records and  If you rely on equipment to keep your business going you can quickly review what needs servicing or replacement.

Human Resources

Managing the people side of your business can quickly get complicated. With so many different moving parts things can slip through the gaps. With ReportWorks, you can gain quick insights to who needs renewal on certificates, licensing, medical cards, and other crucial items. With these notifications you can identify gaps and review them with the employees who need to address. To ensure your team stays on track, you can receive automatic updates via email when employees are due for a review.

Contract Management

When contracts aren’t actively managed things can slip through the cracks. Maintaining partnerships and communications with vendors and customers is important for any organization, and the Contract Management functionality within ReportWorks can make it easier. Quickly see any contracts that are about to expire so you can take action.


Compliance is important for organizations of any size and industry. ReportWorks audit reporting allows you to see what users or groups are active and access rights to specific levels in your security classes.

The auditing capabilities of ReportWorks can be more granular, even on a document level. Feel confident in your compliance by gaining an overview of what documents, content types, and workflows are assigned to specific security classes.

For current DocStar users, ReportWorks is a logical next step. PiF Technologies can help you add ReportWorks to your Document Management system quickly . Our professional services team works directly with you to identify your business needs, and builds a solution around them to enhance your workflows company-wide. 

Complete the form below to get in touch with us, we can answer any questions you may have and take the first steps towards implementing your Document Management system.

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