Document reports

Document reports allow you to track and analyze the flow and categorization of documents in your organization. They can be configured to take into account specific criteria, such as "document equal to a document type." This way, the report will only display documents strictly assigned to the selected type, allowing you to focus on a specific category of documents. By setting the report to "document equal" to the "Contract" type, only documents labeled as "Contract" will be displayed, which helps in effective records management and compliance monitoring.

New Report

To add a new report, go to Document Management > Reports, then click the "New Report" button.

Filling in the basic data

In this step, the basic data are filled in, the Report Type is selected, the report is named and described, then click the "Filters" button.

Establish the report filters

In this step, the filters of the report are established.

1. Click the "Add Expression" button

2. A field is clicked to set the filter (in this case "Document Type").

3. The operator is selected (in this case "Equal").

4. The model in question is selected (in this case "Test").

5. The "Details" button must be clicked.

Determining the details of the report

In this section, you can select the data category, metric and chart type. Reports in Oxari can be presented in a variety of data visualization formats, depending on your needs for analyzing and presenting information. The available formats are: Line Chart, Column Chart, Bar Chart, Pie Chart, Count, Tabular. Select the desired data and click the "Save" button.

The report, once saved, appears in the Reports table:

Showing, editing/deleting a report

The report can be displayed, edited and deleted using the following buttons.

Adding a report to the dashboard

Reports can be displayed on the dashboard.

The process is described here: Go >