This article covers the new Pepper Insights experience, available in R15 and later. See legacy reports for older versions.
When will my company get upgraded to the new Pepper Insights?
We’re rolling out Pepper Insights over the next few months, starting in January 2021. Your CSM will contact you to let you know when you’ll get access.
Note: A prerequisite to getting access is being on R15 of Pepper Flow or later. You can see your version in the Library footer.
Who can access reports?
All users can access the legacy 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?
First, 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.