Reporting dashboards built from your case data
Monitor reporting volume, open and resolved cases, categories, and trends—then export management and board reports for authorised leaders without overexposing confidential detail.
What you can do
Monitor reporting volumes
See how many reports arrive over a chosen period.
Track open and resolved cases
Understand backlog, closure, and investigation workload at a glance.
See categories and trends
Spot theme and category patterns without opening every case.
Export management and board reports
Download CSV or PDF insights for authorised leaders.
Reporting dashboards built from your case data
Analytics & Reporting centres on programme health: volume, open vs resolved cases, categories, trends, ageing, and exportable views grounded in real handling activity.
How it works
- 1
Case activity recorded
Intake and investigation updates create the data.
- 2
Dashboard updates
Authorised roles see volume, status, and category views.
- 3
Trends become visible
Ageing, themes, and workload patterns emerge over time.
- 4
Reports exported
CSV/PDF exports support management and board conversations.
Programme visibility with need-to-know protection
Leaders get signal without turning analytics into an open case browser. Detailed narratives stay with authorised handlers.
Review security approach- Programme-level views for authorised roles
- Case detail remains need-to-know
- Exportable insights for governance conversations
- Built alongside confidential reporting controls
Frequently asked questions
What can leaders see without opening every case?
Authorised users can review programme-level trends such as volume, categories, ageing, and closure patterns while sensitive case content stays limited to handlers with a need-to-know role.
Can we export CSV or PDF for committees and boards?
Yes. Analytics & Reporting supports CSV and PDF exports so you can take programme insights into the packs and conversations your board or audit committee already uses. Disclosurely provides exportable insights—it does not claim to be a board-pack word processor that authors finished papers for you.
How is need-to-know enforced relative to dashboards?
Dashboards are for authorised programme visibility. Investigation narratives, evidence, and secure messaging remain inside Case Management for people with a need-to-know role. Confirm role packaging in a demo against your governance model.
Does analytics replace case investigation detail?
No. Dashboards help leadership understand programme health. Investigation detail remains inside Secure Case Management. Analytics also carries a Beta badge in the app as capabilities continue to mature.
How does this connect to Anonymous Reporting and AI Assistant?
Reports flow from Anonymous Reporting into Case Management. AI Assistant (Pro) can support handler preparation, while Analytics helps teams see patterns across the programme over time.
See programme health in Disclosurely
Book a demo or start a free trial to see Analytics & Reporting alongside Anonymous Reporting and Case Management.