How do you know if your new employees have read and understood key documents?

How do you know if your new employees have read and understood key documents?When a new employee joins your organization a smooth onboarding process will ensure they transition to their role effectively. The new employee will want to complete the onboarding process quickly so they can begin their new role. You want to ensure they […]

Create a Reporting Hierarchy in Power BI

Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides opportunities to further enhance reporting capabilities. For instance, Power BI will automatically calculate a date hierarchy. This will allow you to drill down from annual data, to quarters, months and days. You can also create bespoke hierarchies within your data to […]

Keeping track of compliance tasks for new hires in Power BI

Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]

Downloadable background templates for your Power BI reports

Downloadable background templates for your Power BI reportsPower BI allows you to create amazing visualizations from your data. Once you have worked out the best way to summarize and display your data, adding a background can make your dashboard really stand out.  The examples below show the same information, with and without background images.Sample report dashboards […]

Can I delete a task in DocRead?

Can I delete a task in DocRead? This post will help if you want to force a specific user or group of users to re-read a specific document that has been assigned via DocRead. To achieve this, you can simply delete the existing task associated with that user or group. DocRead will automatically regenerate a […]

Display the status of DocRead reading tasks

Display the status of DocRead reading tasks I’m currently trying to learn the basics of Power BI to try and replicate some of my existing reports. I figured I would learn faster by trying help our customers making the most out of DocRead rather than following a set training course covering information I don’t need […]

Creating Report Backgrounds for Power BI

Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations.  Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]

How to get your DocRead data into Power BI

How to import your DocRead data into Power BI The DocRead reporting suite provides several different reports to help you manage your compliance tasks. The out of the box reporting options allow administrators and line managers to track progress with real time reports. For more in-depth reporting needs linking your DocRead databases to Power BI […]

How to get user feedback on a document stored in SharePoint

How to get user feedback on a document stored in SharePoint If you have ever written a document, saved it to SharePoint and then needed certain people on your team to review it and provide comprehensive feedback, then please read on. This post will illustrate just how easy it is to do this using nothing […]

What is Regulatory Compliance and how it affects your business

What is Regulatory Compliance and how it affects your businessWhat is Regulatory ComplianceRegulatory compliance is the process of meeting regulatory requirements. The regulations are usually enforced by a regulatory body such as a government or an industry association to help organizations stay in business and avoid penalties and sanctions imposed by the regulator.Regulatory compliance has […]