Reports & Insights
The Reports & Insights section gives you a clear picture of what's happening across your documents — how they're used, whether they're compliant, who's active, how much storage you're consuming, and a full history of every action. Use these reports to monitor activity, stay audit-ready, and plan ahead.
How to open the reports
All reports live under Reports & Analytics in the left navigation menu.
- Access required: permission to view reports (
REPORTS.VIEW). If you don't see the Reports section in the menu, contact your administrator.
The available reports
| Report | What it's for |
|---|---|
| Document Activity Report | See how often documents are viewed, edited, and downloaded, with trends and a per-document table. |
| Document Compliance Report | Track approval and review status, overdue and expired items, and retention schedules. |
| User Activity Report | Get a per-user breakdown of uploads, edits, views, downloads, and shares, plus top contributors. |
| Workspace Storage Report | Monitor storage usage against quotas across workspaces, with growth trends. |
| Audit Trail Report | Review a chronological log of every document action for security and compliance. |
Each report has its own filters and an Export button so you can download the data for offline analysis or sharing.
Looking for a custom report builder?
DocLock does not yet include a custom or ad-hoc report builder. See Custom Report Builder for what's available today and how to build your own view from the standard reports' exports.
Good to know
- Activity in users' Personal Vaults is never included in these shared reports — only shared workspace data appears.
- The same
REPORTS.VIEWpermission controls access to every report in this section.