Documents by status List
Group document numbers by current status and organization.
- Document Management System
- Reports
Reports for the questions your team asks
Review document state, decisions, retention and execution exceptions.
Overview×
Document Management System · Overview
Document Management System dashboard
This quarter
Documents in view
6Uploaded date in 14 days
2Operation runs by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Queued | 44 | ||
| Running | 28 | 64% | |
| Succeeded | 14 | 50% | |
| Failed | 8 | 57% |
Source revision by status
Sample totals per stage
More reports
Publication by category Grouped
Group published documents by organization and document category.
Revision outcomes List
Compare accepted, rejected and pending version outcomes.
Review decisions by reviewer List
Count decisions and inspect returned or rejected reasons by reviewer.
Retention dates List
List documents by retention date, owner and current status.
Follow-up aging List
Compare open follow-up due dates and assignees.
Execution exceptions List
List failed or reconciliation-required runs with reasons and source revisions.
Evidence verification List
Compare verified evidence attachments by source document and verifier.
Set up Document Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.