DataSnipper Dashboard & Reporting is a SaaS module designed to provide managers and audit teams with comprehensive visibility into platform usage, workflow efficiency, and adoption rates. Integrated with the DataSnipper platform and Excel, it enables users to monitor key performance indicators (KPIs), track feature utilization, and analyze the impact of automation on audit and finance processes. The dashboard offers interactive charts and visualizations for snip types, document matching, workbook activity, and OCR recognition, supporting both granular and comparative analyses over custom time ranges. It also includes cost monitoring for invoice extraction and supports add-on modules with dedicated analytics. By centralizing reporting and metrics, DataSnipper Dashboard & Reporting empowers organizations to optimize team performance, ensure compliance, and demonstrate ROI.

Key Features

Usage Metrics Dashboard Tracks platform adoption and feature utilization across teams.

• Monitors snip types, document matching, and workbook activity.
• Provides KPIs for team performance and process improvement.

Interactive Data Visualization Offers customizable charts and comparative analytics.

• Visualizes metrics by time range, snip type, and document activity.
• Enables date comparisons for trend analysis.

Cost & Invoice Monitoring Tracks invoice extraction volume and associated costs.

• Visualizes page counts and cost per extraction.
• Supports cost control and budgeting.

OCR & Document Recognition Analytics Monitors document types and recognition rates.

• Differentiates between text-based and scanned documents.
• Tracks total imported and recognized pages.

Add-On Module Analytics Provides dedicated reporting for additional modules.

• Supports Financial Statement Suite and other add-ons.
• Analyzes implementation and usage of advanced features.

Excel Integration Seamlessly integrates with Excel for workflow reporting.

• Enables direct reporting and dashboard creation within Excel.
• Supports snipping, cross-referencing, and validation.

Benefits

Performance Optimization Improves team efficiency and identifies areas for process improvement.

• Enables data-driven management decisions.
• Tracks adoption and impact of automation.

Transparency & Accountability Centralizes reporting for compliance and audit trail.

• Provides clear metrics for regulatory and client reporting[1][2][3].
• Supports traceable, reviewable workflows[1][2][3].

Cost Control Monitors invoice extraction and associated costs.

• Helps manage budgets and optimize resource allocation[1].

Scalability Supports organizations of all sizes and complex workflows.

• Customizable dashboards for different teams and modules