This article covers the new Pepper Insights experience. See legacy reports for older versions.
Who can access reports?
Only users with the appropriate permissions can see the standard dashboard, premium dashboard (if applicable), and/or reports.
Starting with R18, you can specify whether someone should have access to reports only, or access to both the reports and the dashboards. In previous releases, you can only grant access to both reports and dashboards together.
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?
In the top left, click “View legacy reports.” From there, you will get the experience you previously had, which includes reports like the reviewers report and document details report.
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.
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