Documents overview and other reports: more than just the numbers

We’re excited to introduce the Documents overview report – a game-changer for administrators who want to gain in-depth insights into user engagement with project documents.

This feature helps analyze user interaction, improving project outcomes, and ensuring your team is staying on track.

Why Documents overview is a must-have

By allowing you to see who’s engaging with which documents – and for how long – the report provides visibility into the team’s document usage trends, pinpointing areas where further attention may be needed.

Key benefits 

• Monitor engagement: track document views by users or groups, helping identify who’s actively participating and where engagement might be lagging.
• Customize with precision: narrow down the data you see by date range, user, group, or folder, so you’re always focusing on what’s most relevant.
• Spot key trends: review high-level metrics, like top-viewed documents and page engagement times, to understand patterns in user behavior.

With the Documents overview report, you’ll have the insights you need to drive your project’s success right at your fingertips. Dive in today and experience how a data-informed approach to document management can enhance collaboration and improve project outcomes.

Other key reports: activity, engagement, and beyond

Dashboard: your deal, fully visualized

A comprehensive overview that centralizes insights, tracks real-time updates, and monitors user engagement.

• Centralized insights: access vital deal data effortlessly for proactive decision-making
• Deal command center: save hours & track project updates with its single, intuitive view
• Monitor user engagement: analyze user activity across all interactions in real-time
• Document performance insights: identify which documents get the most engagement for better follow-ups

💡 Pro tip: Use Dashboard’s streamlined overview to save time on data gathering, allowing you to prioritize high-impact actions that drive deal success.

Activity log: track project activity with precision

The Activity log gives room administrators a detailed look into user activity. 

• Stay updated instantly: real-time access to all project activities and changes
• Review user actions: track every user interaction for comprehensive oversight
• Ensure compliance: maintain a complete audit trail for regulatory and security needs
• Customize your tracking: focus on critical metrics to optimize decision-making

💡 Pro tip: Export data to easily integrate it into external tracking systems, or to customize charts and presentations exactly how you need them outside the VDR.

Engagement matrix: turn insights into powerful strategies

The Engagement matrix is a powerful tool for observing how users interact with project folders and files.

• Track participants’ interactions: analyze document engagement, downloads, and user activity efficiently
• Access visibility control: identify missing document access and adjust permissions as needed
• Monitor full engagement: track document views to address neglected areas and avoid delays
• Analyze buyers engagement: compare group and document behavior for optimized collaboration

💡 Pro tip: Use this report to assess engagement levels from potential buyers or partners. You can even identify where access is restricted and ensure a complete picture of folder permissions.

Data storage report: organized space for efficient cost control

The Data storage report shows storage insights in a single, user-friendly view.

• Monitor storage utilization: view how storage is allocated and identify space-hogging files
• Optimize content organization: remove empty folders and keep your data room efficient and organized
• Identify storage demands: pinpoint files consuming the most space to manage costs
• Proactive storage oversight: stay informed about storage to maintain a cost-effective environment

💡 Pro tip: Subscribe to the Data storage report to receive regular updates on your project’s data usage. This keeps you informed and helps you anticipate any storage adjustments you might need to make.

Subscriptions: keeping everyone informed

The straightforward way to ensure everyone stays up-to-date.

• Team collaboration: ideal for projects involving multiple teams or external partners
• Stay updated: an easy way to keep up-to-date, even without signing in
• Direct updates: sends essential project updates directly to users’ emails
• Custom frequency: allows users to choose a frequency that fits their needs

💡 Pro tip: Subscribing is simple. Click “Subscribe” on the report and choose how often you’d like to receive updates. It’s a convenient option that ensures no one misses crucial project information.