This article covers the Pepper Insights dashboard experience. See reports for non-dashboard reporting exports.
Who can access reports?
Only users with the appropriate permissions can see the standard dashboard, premium dashboard (if applicable), and/or reports.
All users can access the document details report.
How is a specific report calculated?
See the standard dashboard overview for details on how data is calculated.
Can I customize the reports on my standard dashboard?
No, we cannot customize the standard dashboard. However, we can create custom reports for your company on the premium dashboard.
What is the premium dashboard?
For an added cost, we can work with you to create custom reports and add them to your premium dashboard. Contact your CSM to get started.
How do I access legacy reports?
What do I do if I see an error?
Dashboards do not load in an incognito window, so to start, make sure you're not in incognito.
Otherwise, try waiting a few minutes, or refresh the page. If you’re still having problems, contact our support team and we’ll look into the issue.