Reporting & Analytics Guide
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Analytics Overview
Ademero provides comprehensive analytics and reporting tools to help you understand document usage, workflow performance, and system efficiency.
Key Capabilities
Transform document data into actionable insights:
Executive Dashboard
High-level overview of system performance and usage.
Dashboard Widgets
Key metrics displayed on the main dashboard:
| Widget | Metrics | Update Frequency |
|---|---|---|
| Document Activity | Uploads, downloads, views | Real-time |
| User Activity | Active users, logins, actions | Real-time |
| Storage Usage | Total size, growth trend | Hourly |
| Workflow Performance | Completion rates, bottlenecks | Real-time |
| System Health | Response time, uptime | Every 5 min |
| Compliance Status | Retention, audit events | Daily |
Customizing Dashboards
Create role-specific dashboards by adding, removing, and arranging widgets to focus on relevant metrics.
Pre-built Reports
Ready-to-use reports for common business needs.
Document Reports
Track document lifecycle and usage:
User Reports
Monitor user activity and adoption:
Workflow Reports
Analyze process efficiency:
Compliance Reports
Ensure regulatory compliance:
Custom Report Builder
Create tailored reports for specific business needs.
Report Designer
Visual report builder with drag-and-drop interface:
Data Sources
Available data for custom reports:
// Example data structure
{
"documents": {"fields": ["id", "name", "type", "size", "created", "modified", "author"],"relationships": ["folder", "metadata", "versions", "audit_log"]},
"users": {"fields": ["id", "name", "email", "department", "role", "last_login"],"relationships": ["groups", "permissions", "activity_log"]},
"workflows": {"fields": ["id", "name", "status", "started", "completed", "duration"],"relationships": ["tasks", "participants", "documents"]
}
}Visualization Options
Multiple chart types for data presentation:
Advanced Analytics
Deep dive into data patterns and trends.
Trend Analysis
Identify patterns over time:
Predictive Analytics
AI-powered insights:
Cross-Reference Analysis
Correlate different data points for insights:
// Example correlation query
SELECT
d.department,
AVG(w.completion_time) as avg_completion,
COUNT(DISTINCT u.id) as unique_users,
SUM(d.size) as total_storage
FROM documents d
JOIN workflows w ON d.id = w.document_id
JOIN users u ON d.created_by = u.id
WHERE d.created_date > '2024-01-01'
GROUP BY d.departmentScheduled Reports
Automate report generation and distribution.
Report Scheduling
Configure automatic report generation:
Distribution Lists
Manage report recipients by role, department, or custom groups.
Data Export
Export analytics data for external analysis.
Export Formats
Available export options:
| Format | Use Case | Features |
|---|---|---|
| Presentation, archival | Formatted, charts included | |
| Excel | Further analysis | Raw data, pivot-ready |
| CSV | Database import | Universal compatibility |
| JSON | API integration | Structured data |
| Power BI | Advanced visualization | Direct connector |
Bulk Data Export
Export large datasets with filters and field selection for big data analysis.
Real-time Monitoring
Live system monitoring and alerts.
Activity Feed
Real-time stream of system events with filtering options.
Alert Configuration
Set up alerts for critical metrics:
API Analytics Access
Programmatic access to analytics data.
Analytics Endpoints
REST API endpoints for analytics:
// Analytics API examples
GET /api/v2/analytics/summary
GET /api/v2/analytics/documents/activity?period=7d
GET /api/v2/analytics/users/adoption
GET /api/v2/analytics/workflows/performance
POST /api/v2/analytics/custom-queryWebhook Events
Real-time analytics events via webhooks for external dashboard integration.
Common Analytics Scenarios
Practical examples of analytics in action.
Scenario 1: Optimizing Storage Costs
Use document age analysis and duplicate detection reports to identify candidates for archival or deletion. Cross-reference with access history reports to determine which old documents are still actively used versus those consuming storage unnecessarily. Most organizations reduce storage costs by 30-40% within the first quarter.
Scenario 2: Improving Workflow Efficiency
Workflow completion time reports reveal bottlenecks in approval processes. Compare task distribution across team members to identify overloaded approvers. SLA compliance reports highlight workflows at risk of missing deadlines. Use these insights to rebalance workloads and streamline approval chains, typically reducing completion times by 50%.
Scenario 3: Ensuring User Adoption
User activity summaries and login frequency reports identify departments with low adoption rates. Training needs analysis pinpoints specific features users struggle with. Power user statistics help identify champions who can mentor colleagues. Targeted training based on these analytics typically increases active usage by 60% within 90 days.
Scenario 4: Demonstrating Compliance
Audit trail reports and retention policy compliance data provide evidence for regulatory audits. Security incident logs and access violation reports demonstrate proactive security monitoring. Export these as PDF reports for compliance documentation, saving 40+ hours during annual audit preparation.
Best Practices
Get the most from analytics and reporting:
- Define KPIs before creating reports
- Start with pre-built reports, customize as needed
- Schedule regular report reviews
- Use filters to focus on relevant data
- Share insights with stakeholders
- Act on analytics findings
- Monitor trends, not just snapshots
- Combine multiple data sources for context
- Keep reports simple and actionable
- Regular cleanup of unused reports