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How to Use Reports in OpenKM

Reports in OpenKM give organizations real-time insights into document usage, user activity, and metadata performance. By generating customized reports, you can track trends, monitor workflows, and improve strategic decision-making across your digital environment.

Whether you need to audit access, review document histories, or verify compliance, OpenKM’s reporting tools offer the control and clarity you need. In this article, you’ll learn how to create, export, and use reports effectively within the platform.

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How to Generate Reports in OpenKM

To begin, navigate to the Reports section within your OpenKM interface. Then, choose the report type that fits your needs, such as user access, document actions, or metadata summaries. Each option provides a customizable structure that you can adapt based on your objectives.

Customize the Report Scope

To ensure precision, OpenKM allows you to filter reports by folder, user, date range, or document type. For example, you can generate a report showing all downloads made by a specific department in the last month. As a result, you gain greater insight into user behavior and document flow.

Exporting Reports in Different Formats

Once your report is ready, you can export it in multiple formats like PDF, CSV, or XLS. This flexibility makes it easy to share the data across teams or include it in presentations. Moreover, each export preserves the structure and clarity of the original report.

OpenKM enables you to analyze how metadata is used across your repository. For instance, you might find that certain groups are underused or inconsistently applied. Consequently, this knowledge helps improve classification practices and ensures better compliance.

Why Reports in OpenKM Are Crucial for Control

Reports offer more than just raw data, they provide actionable insights. Thanks to real-time tracking, teams can spot inefficiencies, identify unusual access, and respond proactively. Additionally, these reports help departments align goals with real operational data.

Monitor Workflow Activity in Real Time

In fast-paced environments, knowing where documents are in the process is essential. Reports in OpenKM show which workflows are active, delayed, or completed. Therefore, managers can quickly address issues and keep projects on track.

Use Reports for Compliance and Auditing

For regulated industries, OpenKM reports offer a reliable way to demonstrate compliance. For instance, you can prove who accessed a document, when they did so, and what changes were made. Furthermore, the audit trail provides legal protection when needed.

“With Reports in OpenKM, you transform document data into operational intelligence, enabling faster, evidence-based decisions.”

Key Benefits of Using Reports in OpenKM

By using these reporting tools, you gain better visibility and control. Moreover, your teams can work more efficiently by spotting problems early. In turn, this leads to faster decisions and more accurate planning.

The ability to generate and use Reports in OpenKM gives your organization a real advantage. Whether it’s for internal improvements or executive briefings, these reports provide the insights you need to act with confidence.

To explore more features, visit the Document Management System – OpenKM.

Ready to improve your company’s efficiency with effective document management? Contact our team and let us guide you through the process step by step.

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