Support DocumentationReporting & Analytics Guide

Analytics

18 min read

Last updated: 2024-01-15

Reporting & Analytics Guide

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.department

Scheduled 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
PDF	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-query

Webhook Events

Real-time analytics events via webhooks for external dashboard integration.

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