DocRead Cockpit - Release 1.1.3

In this post, I'll cover the latest enhancements introduced in the DocRead Cockpit version 1.1.3

Export to CSV

In our aim to continue to improve DocRead based on customer feedback we are pleased to announce that we just added the ability to export Assignments and Receipts search results as a CSV file. This functionality is available on all Cockpit lists that display Assignments or Receipts.

To minimize the impact on the DocRead platform and uphold our commitment to delivering a high-quality, fast, and reliable service, we are limiting exports to a maximum of 5,000 records per export.

If you are a DocRead customer you will get this functionality automatically at no extra cost. There is no action required on your part.

Integration with Power BI coming soon

In addition to the CSV export functionality, we are also actively developing an "Analytics Module" that will enable customers to connect Power BI to their DocRead data. This module will offer a private data endpoint, allowing customers to create custom reports in Power BI or integrate DocRead data with existing reports. Furthermore, the module will include a series of default reports to illustrate how the data can be utilized effectively. More details on the release date and costs will be announced as soon as we finish the development and testing phases.