Analytics & Reporting
Gain valuable insights into document processing, AI usage, and system performance with DocAssure's analytics tools
Introduction to Analytics
DocAssure's Analytics & Reporting features provide comprehensive insights into your document management system. Monitor document processing, track AI usage, analyze user activities, and generate custom reports to support decision-making and compliance requirements.
The analytics dashboard gives you a central view of key metrics and trends, with the ability to drill down into specific areas and generate detailed reports for further analysis.
Analytics Categories
Document Analytics
Track document processing volume, types, processing times, and completion rates. Identify bottlenecks and optimize your document workflows.
AI Analytics
Monitor AI model performance, usage statistics, accuracy rates, and processing efficiency. Understand how AI is enhancing your document processing.
User Analytics
Track user activity, document access patterns, productivity metrics, and collaboration effectiveness. Optimize user experience and identify training needs.
System Analytics
Monitor system performance, resource utilization, uptime statistics, and identify potential issues before they impact operations.
Document Processing Analytics
The Document Processing Analytics dashboard (found under AI Intelligence → Processing Analytics) provides detailed insights into how your documents are being processed, including OCR, classification, and indexing performance.
Key Metrics
Documents Processed
Total count of documents that have gone through the processing pipeline
Success Rate
Percentage of documents successfully processed without errors
Average Processing Time
Mean time from upload to complete processing
RAG Chunks Created
Total search index chunks generated for AI-powered retrieval
Processing Breakdown
- Text Extraction Methods - View usage of Python OCR, Vision OCR, and direct text extraction
- Classification Results - Track auto-mapped documents, items needing review, and confidence scores
- Archive Creation - Monitor TIFF archives, searchable PDFs, and thumbnail generation
- Performance Breakdown - See time spent on upload, extraction, classification, and RAG indexing
Recent Processing Table
View a detailed log of recently processed documents. Click any row to expand and see:
- Extraction method, provider, and quality score
- Classification framework and confidence level
- Archive outputs (TIFF, searchable PDF, thumbnail)
- Whether Vision OCR was triggered for low-quality scans
Analytics Dashboard
The Analytics Dashboard provides a centralized view of key metrics and trends across your DocAssure environment. Here's what you'll find on the dashboard:
Key Performance Indicators
View critical metrics like documents processed, active workflows, AI processing time, and system health at a glance.
Trend Analysis
Track changes in document volume, processing efficiency, and user activity over time with interactive charts.
Quick Filters
Apply time-based filters (day, week, month, quarter, year) to analyze metrics for specific periods.
Category Navigation
Easily navigate to detailed analytics for documents, AI, users, or custom reports with a single click.
Custom Reports
DocAssure enables you to create, schedule, and distribute custom reports to meet your specific business and compliance needs:
- Create Report Templates
Define report templates with specific metrics, visualizations, and data filters to address your requirements.
- Select Metrics
Choose from available metrics across document, AI, user, and system categories to include in your report.
- Set Schedule
Schedule reports to run automatically on daily, weekly, monthly, or custom schedules.
- Define Distribution
Configure email distribution lists to automatically share reports with stakeholders.
- Export Options
Export reports in multiple formats (PDF, Excel, CSV, HTML) for sharing and analysis.
Using Analytics Effectively
Optimizing Document Processing
- Analyze document processing times to identify bottlenecks in your workflows
- Track document rejection rates to improve document preparation processes
- Monitor document volumes by type to allocate resources efficiently
Enhancing AI Performance
- Review AI accuracy metrics to identify areas for model improvement
- Compare processing time across different document types to optimize AI resource allocation
- Track user corrections to AI output to focus training efforts
Improving User Productivity
- Analyze user activity patterns to identify training opportunities
- Track completion rates by user to recognize high performers
- Monitor feature usage to optimize the user interface and experience
Supporting Compliance
- Generate audit reports showing document access history
- Track processing times to demonstrate regulatory compliance
- Document validation statistics to support quality control processes
Advanced Analytics Features
Scheduled Reports
Set up automatic report generation and distribution on daily, weekly, monthly, or custom schedules. Reports can be delivered via email or saved to designated locations.
Data Export API
Use the Analytics API to integrate DocAssure analytics data with external business intelligence tools. Extract raw data for custom analysis or incorporate into organization-wide dashboards.
Custom Visualizations
Create custom visualizations using the chart builder. Choose from various chart types (bar, line, pie, scatter, etc.) and configure data sources to create tailored visual insights.
Related Resources
AI & Analytics
Deep dive into AI-powered search, query analytics, and intelligent document analysis.
Document Management
Learn how document management integrates with analytics tracking and reporting.
Compliance
Understand how analytics support your compliance and audit requirements.
Processing Analytics Dashboard
View real-time document processing statistics, OCR performance, and indexing metrics.