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Categories Dynamic Reporting
Created by Lacy Black
Created on May 21, 2024

Dynamic Reporting - Able to build reports you are able to in Document History, so the report hits your dashboard and doesn't require a manual pull each day

We have 2 document import platforms, Prosign and Abrigo, and I would like to know each day what documents are getting brought in, because there is some manual maintenance that will need done on these documents. I would like to pin this report to my dashboard. I can get the report I want in document history, but really wanted the convenience of the report pinned to my dashboard.

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