2. Reporting
Reporting Overview
Circularo's reporting capabilities provide powerful insights into your document workflows, user activities, and system usage. These reports help you make data-driven decisions, monitor compliance, and optimize your document management processes.
Understanding Circularo Reports
Circularo offers different types of reports to meet various business intelligence needs:
Analytics Dashboard Reports: Aggregated visualizations that provide high-level insights into system activity and document status distribution
Transaction Detail Reports: Granular, record-level data about document activities and workflow states for in-depth analysis
Key Report Components
Depending on the report type, you'll find various data elements that provide comprehensive insights:
Document Metrics: Counts and distributions of documents by status, type, or time period
User Activity Data: Information about user engagement and document processing patterns
Workflow Analytics: Insights into document lifecycle stages and processing efficiency
Transaction Records: Detailed information about specific document activities and state changes
Time-Based Analysis: Trends and patterns over different time periods
Business Benefits
Implementing proper reporting practices provides significant advantages:
Data-Driven Decision Making: Base organizational decisions on actual usage patterns and metrics
Process Optimization: Identify bottlenecks and inefficiencies in document workflows
Resource Planning: Understand usage patterns to allocate resources effectively
User Adoption Tracking: Monitor system usage to ensure proper implementation and training
Some reports contain sensitive information about document activities and user interactions. Access to detailed reports should be restricted to authorized personnel only.
Working with Reports
Circularo provides powerful APIs for generating and processing reports:
Dashboard Generation: Create visual analytics dashboards for high-level insights
Detailed Filtering: Focus on specific document subsets using powerful query capabilities
Efficient Data Retrieval: Process large volumes of report data using scrolling mechanisms
Report Types and Use Cases
Different report types serve various business intelligence needs:
Transaction Status Reports: Monitor transaction success rates and status distribution
Time-Based Analysis: Track transaction and document trends over time
User Activity Reports: Analyze user engagement and document/transaction distribution by user
Resource Consumption: Monitor system resource usage and allocation
Document Status Reports: Track document lifecycle stages and identify bottlenecks
Performance Metrics: Evaluate average transaction processing times and efficiency
Getting Started
The scenarios in this section demonstrate the complete range of reporting capabilities:
Begin with analytics dashboard reports to understand high-level system metrics and visualizations
Understand how to combine different filtering approaches for targeted analysis
Explore transaction detail reports for granular analysis of document activities
Learn efficient techniques for processing large volumes of report data using scrolling