Reporting
See what your data says, and auto-send it to people who need it.
Staple Analytics is a self-serve reporting experience built into the platform. Teams build their own dashboards, explore the data Staple has processed, and schedule reports straight to inboxes. No queries to write, no tickets to raise, and every viewer sees only the data they are allowed to.
The data exists. Getting a report out of it still needs engineering.
Most processing tools give you fixed charts and stop there.
When a team needs a different view, a new breakdown, a different date range, a report for a specific stakeholder, someone raises a ticket and waits.
The people closest to the data can't answer their own questions, and the numbers stay locked behind whoever can build the chart.
How Staple Reporting Works
Self-Serve Dashboards
Build and organize dashboards yourself: create, favourite, rename, duplicate, and delete them.
Share a dashboard with specific people or the whole organization, and set whether they can view, edit, or own it.
Everyone works from the dashboards that matter to them, without an engineering request in the middle.
A Chart Builder Anyone Can Use
Create a chart by picking a dataset, shaping it with filters and groupings, choosing what to measure, and selecting how to show it, as a table, bar, line, pie, or single-value tile.
Drill into any value to see the detail beneath it, and change how a number is summed or averaged on the fly.
A Default Dashboard, Ready on Day One
Teams get value before they build anything.
A default dashboard ships with the common views already in place, document status, volumes uploaded and processed, accuracy, processing time, and event timelines, so the numbers are there from the first login.
Export in the Format You Actually Work In
Export any chart, including a plain table, as an image (PNG), as the chart data, or as the underlying raw rows.
Data exports come as CSV or XLSX, so results open straight in the spreadsheet tools your finance and operations teams already use.
Scheduled Reports, Delivered by Email
Send a single chart or a whole dashboard to recipients on a daily, weekly, or monthly schedule.
Each report can have its own cadence and recipient list, so execs get the weekly summary and ops get the daily detail, delivered automatically without anyone opening the app.
Everyone Sees Only Their Own Data
Row-level security scopes each viewer to the folders they are allowed to access, so the same dashboard shows each person only the data they are cleared to see.
A clear banner explains that totals can differ by access, so a difference between viewers is never mistaken for an error.
The interface also matches each user's application language.
Regulatory Controls and Compliance
Keep processing aligned with the regulations your industry answers to.
See Staple reporting on your own data.
Book a 30-minute demo. We'll show you dashboards, exports, and scheduled reports running on real processed data.
FAQ
What is reporting in Staple?
Reporting is Staple Analytics, a self-serve analytics experience embedded in the application. Teams build and share their own dashboards, create and explore charts on their processed data, export results, and schedule reports by email, without depending on engineering to build or change a chart.
Can non-technical users build their own dashboards?
Yes. A user picks a dataset, applies filters and groupings, chooses what to measure, and selects a chart type, all through a visual builder. Dashboards can be created, favourited, renamed, duplicated, shared, and organized without writing queries or involving engineering.
Can reports be sent automatically on a schedule?
Yes. A chart subscription emails a single chart's export, and a dashboard subscription emails a whole dashboard, both on a daily, weekly, or monthly schedule. Each can have multiple subscriptions with their own recipients and cadence, so different audiences receive the right report at the right time.
What formats can I export?
Any chart, including a table chart, can be exported as an image (PNG), as its chart data, or as its underlying raw data. Data exports come as CSV or XLSX, so results open directly in the spreadsheet tools finance and operations teams already use.
Does everyone see the same numbers?
No, and that is deliberate. Row-level security scopes each viewer to the folders they are allowed to access, so two people opening the same dashboard may see different totals based on their permissions. A banner makes this explicit so a difference is never mistaken for a data error.