Power BI reporting for DocRead
Power BI Compliance Reporting Built on Your DocRead Data
DocRead records who has read and acknowledged each policy. Power BI turns those records into dashboards that your managers, auditors and leadership team can filter, drill into and act on.
Rated 5.0 on Capterra. Works with DocRead for Microsoft 365 and DocRead for SharePoint Server.
Why Power BI
Go beyond the standard reports
DocRead includes live compliance dashboards for policy status and acknowledgements. When you need a different cut of the data, by team, document, audience or version, Power BI lets you build it.
See reading status at a glance
Break reading tasks down into completed, assigned and overdue, then filter by document, audience or SharePoint site.
Check the right people got the right documents
An audience report shows which documents are assigned to which user groups, so you can spot items assigned by mistake before they become a compliance gap.
Support onboarding
Use the audience report to confirm that new hires are assigned the policies they must read.
Keep audit evidence to hand
Reading receipts hold completion dates, document versions, overdue status and quiz failures, so one report can answer an auditor's question.
Report your way
Add hierarchies to drill down from company level to team, and apply branded report backgrounds so dashboards look like they belong to your organization.
Keep reporting away from daily work
With DocRead 365, the Analytics Module holds your compliance data in its own analytical data store, so deeper reporting does not touch DocRead's transactional database.
How it works
From DocRead records to Power BI dashboards
The route depends on your DocRead edition. The steps after the connection are the same.
Connect your data
DocRead 365: the Analytics Module creates a separate analytical data store for your compliance data. DocRead for SharePoint Server: Power BI Desktop connects to your DocRead SQL database.
Choose the right data
We build on the DocRead views made for reporting: Readership.vwTaskInfo for the current status of reading tasks, and Readership.Receipt for the history of reading receipts.
Build the dashboards
Starting from Power BI templates and our published guides, we shape reports around your teams, audiences and policies.
Share the right view
Each audience gets the view it needs, from the compliance owner to department heads.
SharePoint Server
Pick the data mode that fits your setup
If you run DocRead for SharePoint Server, Power BI Desktop can read your DocRead database in two ways.
A copy of your data
Power BI takes a copy of the DocRead data. Reports do not affect your server. The data stays a snapshot of when it was imported.
Your live database
Reports read the live DocRead database, so you see the latest figures. This can add load to your SQL server.
The machine running Power BI must be able to reach your SQL server on the network. Your SQL Server administrator can give you the server name and the DocRead database name. We will recommend a mode once we have looked at your environment.
What you can see
Dashboard views for compliance questions
Each view answers a question that compliance, HR and IT teams ask about policy reading.
Reading task status
How many reading tasks are completed, assigned or overdue right now?
Audience report
Which documents are assigned to which groups, and has anything been assigned by mistake?
Document reading dashboard
Who has read this document, and who still has to?
Task summary matrix
What does reading status look like across every DocRead task?
Reading hierarchy
How does each team compare, from company level down to individual readers?
Status display
How do you show the status of DocRead reading tasks clearly to managers?
Who it is for
Built for the people who answer for policy compliance
Compliance and risk teams
Get audit-ready evidence without manual exports.
HR and onboarding teams
Keep policy reading on track for new and existing staff.
IT and SharePoint administrators
Make the DocRead database useful to the rest of the business.
Leaders and department heads
See a clear, current view of policy compliance in your area.
Power BI guides
See our approach before you talk to us
We publish step-by-step guidance from our own Power BI work with DocRead.
Get DocRead data into Power BI
Connect Power BI Desktop to the DocRead SQL database.
Summarize DocRead tasks
Build summary visuals for assigned, completed and overdue reading.
Document reading dashboard
Show reading status for SharePoint documents.
Create a reporting hierarchy
Set up drill-down from company level to individual readers.
Create report backgrounds
Design custom backgrounds for your Power BI reports.
Free background templates
Download backgrounds to make your dashboards distinctive.
Advanced DocRead reporting
Extend DocRead's built-in reports with Power BI.
DocRead 365 Analytics Module
Create your own employee compliance reports in Power BI.
FAQ
Power BI reporting questions, answered
What is Power BI compliance reporting for DocRead?
It means using Microsoft Power BI to build custom dashboards from your DocRead policy acknowledgment data. You get views by team, document, audience or version that go beyond the standard DocRead reports.
Do I need DocRead to use this?
Yes. This service is built on DocRead data. DocRead is Collaboris software for policy management and acknowledgment on SharePoint and Microsoft 365.
Which DocRead editions does it work with?
For DocRead 365, the Analytics Module gives Power BI a separate analytical data store and pre-built templates. For DocRead on SharePoint Server, Power BI Desktop connects to the DocRead SQL database.
Will Power BI reporting slow down DocRead?
With DocRead 365, the Analytics Module keeps reporting data in a separate store, so it has no impact on DocRead's transactional database. On SharePoint Server, Import mode takes a copy of the data so reports do not affect your server, while DirectQuery reads the live database and can add load to your SQL server.
Can I drill down by team and use my own branding?
Yes. Power BI supports reporting hierarchies for drill-down and custom report backgrounds. Collaboris publishes guides and free background templates for both.
How do I get started?
Contact Collaboris to book a demo or request a quote. We will look at your DocRead edition, your reporting questions and your audiences, then recommend an approach.
Next step
See your compliance data clearly
Tell us what you need to report on and we will show you what Power BI can do with your DocRead data.