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Supporting Features

The Report Dashboard includes several built-in features that enhance collaboration, organization, and accessibility of reports. These functionalities streamline how reports are shared, discussed, stored, and accessed within an organization.

Share​

  • Enables sharing of reports among organizational members who have access rights.
  • Facilitates broader collaboration and visibility of report findings.

Comment​

  • Supports threaded discussions directly within the platform.
  • Allows team members to provide feedback and engage in report-related conversations in real-time.

Notes​

  • Provides a dedicated area to record important data points, annotations, or insights.
  • Ensures that key findings are captured and easily referenced later.

Star​

  • Offers a bookmarking feature to highlight important or frequently accessed reports.
  • Helps in quickly locating reports of interest.

Archive​

  • Allows reports to be archived when no longer in active use.
  • Maintains a clean and organized workspace by hiding outdated reports.

Document Repository​

  • Supports uploading and storing files in various formats (e.g., XLSX, CSV, JPG/JPEG, PDF).
  • Centralizes all relevant documents related to an entity in one location.

Folder​

  • Organizes key documents such as MCA raw files, repository uploads, and vendor disclosures.
  • Improves efficiency by consolidating all report-related materials in a structured format.

Download​

  • Provides the ability to export and download the report in PDF format.
  • Ensures ease of sharing and reviewing the report offline or outside the platform.

These features collectively enhance the utility and usability of the Report Dashboard, promoting better team collaboration, streamlined workflows, and comprehensive documentation management.