Introduction
The Reports feature in RecordsKeeper.AI provides a centralized hub for accessing, managing, and tracking all your generated reports. This organized interface helps you efficiently handle your reporting needs while maintaining a clear overview of your organization's document activities and compliance status.
Report Management Tools
Navigation Tabs
Reports: View all generated reports
Schedule Report: Set up automated report generation
Templates: Access and manage report templates
Search and Filter Options
Quick search functionality for finding specific reports
Advanced filtering to narrow down results
Generate Report button for creating new reports
Report List Details
Each report entry displays:
Report Name (e.g., Monthly Report of Files Access by User)
Generated By (name and role)
Report Type (Access Report, etc.)
File Size
Generated Date & Time
Action Status (Download, Generating, Failed)
Using the Reports Interface
1. Accessing Reports
Navigate to Analytics & Reports section
Select the "Reports" tab
View comprehensive list of all generated reports
2. Filtering and Sorting
Sort reports by:
Report Name
Generated By
Report Type
File Size
Generated Date & Time
3. Managing Reports
Download completed reports
Monitor generating reports
Identify failed reports
Track report generation progress
4. Pagination and Display
Choose number of records per page
Navigate through multiple pages
View total record count
Quick page navigation
Best Practices
Regular Monitoring
Check report generation status regularly
Download important reports promptly
Clear old or unnecessary reports
Monitor failed reports for issues
Efficient Organization
Use consistent naming conventions
Apply filters for quick access
Schedule routine reports
Maintain report templates
Troubleshooting
Check failed reports immediately
Verify report parameters
Monitor file sizes
Contact support for persistent issues
Tips for Effective Report Management
Stay Organized
Regular report review schedule
Clear naming conventions
Systematic download process
Proper file management
Optimize Access
Use search for quick finding
Apply relevant filters
Sort by priority metrics
Monitor recent activities
Maintain Efficiency
Schedule routine reports
Track generation status
Handle failures promptly
Archive older reports
Common Use Cases
For Compliance Officers
Access audit trail reports
Monitor user activity reports
Track compliance status
Review access patterns
For Department Managers
Review team performance reports
Monitor resource utilization
Track document access
Analyze workflow efficiency
For System Administrators
Monitor system usage reports
Track storage utilization
Review user activity
Analyze performance metrics
Conclusion
The Reports feature in RecordsKeeper.AI simplifies report management by providing a user-friendly, organized interface for accessing and managing all your generated reports. By effectively using the search, filter, and management tools available, you can maintain an efficient reporting system that supports your organization's document management and compliance needs.