Documents report

The Documents dashboard focuses on Document classifications, enabling you to investigate which types of registered documents are being transferred. You can select date-ranges and generate line graphs to show trends for each classification.

Document Classifications

The number of document transfers for each classification is displayed with bar graphs, with line graphs below showing trends over your selected date range.

Details deck

Users with the Compliance Officer role can drill down into the details by clicking an entry or any element of the displayed charts. The Details deck displays the selected maroon document cards for your data, showing:

  You can also click the chart elements to filter your results, or apply specific filters using the Filter button . Your search results are displayed with any filters currently applied shown in orange text above the results.

See also...