Reporting DMS - Quality Document Manager
Reporting features
According to the Avanteam FAQ, the system offers several powerful reporting features.
Excel exports
The system allows data export in XLSX format.
Available export types
- Standard exports: Available from all search views
- Custom exports: Pre-configured according to your existing reporting templates
Export characteristics
- One-click export from any view
- Preservation of applied filters
- Export of all visible columns or custom selection
- Ability to export up to several thousand rows
💡 Tip: Use custom exports to save time on your recurring reports.
[SCREENSHOT] ::: : Excel export button in a view
Views with indicators
Views offer integrated indicators to monitor document status in real time.
Characteristics
- Indicators integrated into views (number of documents per workflow step, according to their status, etc.)
- Visual indicators in lists (color codes, icons)
- Real-time counters
Examples of available indicators
- Number of documents awaiting verification
- Number of documents awaiting approval
- Number of applicable documents
- Number of archived documents
- Workflow completion rate
ℹ️ Note: Indicators update automatically based on activity in the application.
[SCREENSHOT] ::: : View with integrated indicators
Graph Builder
Graph Builder is a custom report creation assistant.
Features
- Create custom charts (pie charts, histograms, curves, etc.)
- Generate dashboards
- Visualize data in different forms
- Combine multiple charts on the same page
Available chart types
- Pie charts
- Histograms
- Bar charts
- Trend lines
- Key performance indicators (KPIs)
💡 Tip: Combine multiple chart types on the same dashboard for a complete view of your activity.
[SCREENSHOT] ::: : Graph Builder interface with chart examples
Available report types
The reporting space offers several report categories to analyze your data.
Database status
These reports extract information about the general status of documents.
- List of active documents
- List of draft documents
- List of deleted documents
- List of documents in a workflow
- Distribution of documents by type
- Distribution of documents by process
- Distribution of documents by sector
Usage and activity
These reports analyze system usage and user activity.
- Workflow validation time (processing delay analysis)
- Number of documents consulted over a given period
- Number of documents modified over a given period
- Number of documents deleted over a given period
- Number of documents validated over a given period
- List of documents under validation with current validator name
- Activity statistics by user
- Document access history
Data export
All reports support data export to Excel.
- All data is exportable to Excel
- Preservation of calculation formulas in exports
- Ability to schedule automatic exports
ℹ️ Note: Scheduled exports can be configured by the administrator for regular updates.
Indicator summary
The administrator can publish a custom indicator summary for users.
Publication locations
- The portal
- The application home page
Configuration
- Indicators are configurable by the functional administrator
- Real-time updates or according to a defined frequency
- Ability to filter indicators according to user profiles
Examples of publishable indicators
- Number of applicable documents per process
- Number of pending tasks per user
- Validation deadline compliance rate
- Number of documents reaching end of validity
- Number of ongoing revision requests
💡 Tip: Publish key indicators on the home page to provide users with an immediate overview.
[SCREENSHOT] ::: : Example of dashboard published on the portal
Search engine
The system integrates a full-text search engine for quick document access.
Main characteristics
- Accessible at any time
- Search in metadata and document content
- Filtering by any type of metadata (title, process, type, etc.)
- Relevant results with highlighting of searched terms
- Save favorite searches
- Search history
Available filters
| Filter | Options |
|---|---|
| Document type | All available types |
| Process | All configured processes |
| Sector | All defined sectors |
| Status | Applicable, Draft, Archived |
| Date | Creation, Application, Archiving |
| Participant | Editor, Verifier, Approver |
| Period | Today, Week, Month, Year, Custom |
💡 Tip: Create favorite searches for your recurring queries and find them quickly.
⚠️ Warning: Search results may vary according to your access rights to documents.