Manage Multi-Project Reports

Stay on top of deadlines

View document status across multiple projects at once, helping you stay on top of deadlines and avoid last-minute scrambling.

Due dates

Need a list of documents (across multiple projects) that are approaching their due date? Or, a list of documents due within a specific time period? We can do that.

Find your documents

Sort, filter, and search for documents across multiple projects using project data, including custom data! Sets of filters can be saved and re-applied any time, making reporting a breeze.

Project metrics

Quantify your successes using our internal reporting tool. Specific details about the status of documents, submittals, average timelines (and more!) can be generated with the click of a button.

Visualize your data

DocBoss provides an interactive dashboard of all your projects, providing useful insights at a glance.

Gather important metrics

Review the progress on your project, including the documents due for submittal, documents awaiting return (and more!) all in one place.

Multi-project insights

Looking for a combined analysis of multiple projects? Bundle related projects together to gain a snapshot into their collective progress. Insights into each individual project will also remain available, if needed.

Sort your data, your way

Group and sort the dashboard to match your needs. Customize everything from the number of groupings to the way projects are sorted within each grouping.

Filter the dashboard

Use dashboard lenses to filter for data within each project, displaying only the projects which meet your criteria. Using one or multiple lenses, you can gain the information you're looking for with a single click.

Gain insight into your projects with DocBoss

Book a personalized demo with one of our Product Specialists today to see how these features can be customized to suit your company's needs.

Or, check out our other features here.