Gaining a better understanding of your workflow is crucial for ensuring it’s successful. By reviewing how effective your workflow is you can quickly identify what’s working and what’s not.

How can you gain these insights?

DocStar’s ReportWorks.

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 DocStar ECM, it integrates seamlessly with other common business applications and technologies, complementing your existing approach rather than just complicating it.

Where can you use ReportWorks?

Accounts Payable:

See the approval status of any invoice, if they’re waiting on approval, and who needs to approve it.

DOT Records:

If you rely on equipment to keep your business going you can quickly review what needs servicing or replacement.

Human Resources:

Gain quick insights to who needs renewal on certificates, licensing, medical cards, and other crucial items. Receive automatic updates via email when employees are due for a review.

Contract Management:

Quickly see any contracts that are about to expire so you can take action.

Audit Reports:

Compliance is important, audit reporting allows you to see what users or groups are active and access rights to specific levels in your security classes.

Document Level Auditing:

Feel confident in your compliance by gaining an overview of what documents, content types, and workflows are assigned to specific security classes.

Customization:

Build custom reports from searchable parameters on any document or metadata stored within the DocStar system.

Automatic Emailing:

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).

ReportWorks can be an integral part of your automation process, and once you become a pro you can utilize it across your organization. Need help learning ReportWorks? Call 888.934.4443 to schedule a training.