Usage insights is Docupath's operational dashboard for monitoring document processing performance across the entire tenant. It provides real-time visibility into document volumes, processing accuracy, approval and rejection rates, and reviewer throughput — enabling teams to identify bottlenecks, measure operational health, fine-tune business rules, and support audit and compliance reporting.
The module offers both aggregated trend views and document-level list views, with filters for date range and organisation, plus an Upload Date / Activity Date basis within the aggregated view.
How It Works
Dashboard Overview
The Usage insights dashboard is the operational control centre for document processing. A row of summary cards at the top gives an at-a-glance read for the selected period and scope:
Card | Meaning |
Total Transactions | Total processing transactions recorded in the period |
Documents Uploaded | Documents ingested into the system |
Documents Processed | Documents successfully parsed and captured by AI |
Documents Pending Approval | Documents awaiting human validation or review |
Documents Approved | Documents approved through human review |
Documents Rejected | Documents denied due to errors or business-rule violations |
Documents Accuracy | Share of AI-extracted fields accepted without human correction (shows N/A until documents have been reviewed) |
Filters and Controls
Three controls at the top of the dashboard shape every view:
Control | Function |
Start date (UTC) | Beginning of the reporting period |
End date (UTC) | End of the reporting period |
Organizations | Drill into a single organisation, or leave unset to roll up across all |
Below the summary cards, a toggle switches between Aggregated View (charts and date-level tables) and List View (one row per document).
Upload Date vs. Activity Date
Within the Aggregated view, the Detailed document stats section has a Filter by dropdown (next to the section header, below the chart) that controls how each date's row is counted:
Upload Date — shows documents that were uploaded on each date and their current status. Pick a date and you see everything uploaded that day, along with whether those documents are now approved, rejected, or still pending.
Activity Date — shows every action (upload, approval, rejection, etc.) that happened on each date. Pick a date and you see all activity that occurred that day, even for a document that was uploaded earlier but approved on that date.
Activity Date is the better choice for analysing operational trends and reviewer productivity, since it reflects when work actually happened rather than only when files arrived.
Aggregated View
The aggregated view presents:
Document stats over time — a daily bar chart comparing Uploaded (grey) against Processed (green) volume.
Detailed document stats — a table broken down by date, with columns for Date, Transactions, Uploaded, Processed, Pending, Approved, Rejected, and Reprocessed.
The Filter by (Upload Date / Activity Date) dropdown described above.
Use this view to spot operational trends, compare performance across days or weeks, and identify peak workload periods.
List View
The list view presents one row per document, oriented around the validation and approval audit trail. Columns include:
Document, Document No., and Upload time
Validated by, Validated start, Validated end, Validated duration, Validated edits
Reviewed by
Approval start, Approval end, Approval duration, Approval edits
A search box filters the list, and a Download button exports the data for external sharing.
Use this view to investigate specific documents, follow up on pending items, measure reviewer and approver throughput, and share data with compliance, vendor management, or finance teams.
Supported Configurations and Options
Configuration | Detail |
Date range | Start date and End date selection (UTC) |
Organisation filter | All organisations or a specific organisation |
Date basis | Upload Date or Activity Date (Aggregated view, Detailed document stats) |
View modes | Aggregated (chart and date-level table) or List (document-level rows) |
Export | List view data can be downloaded for external use |
Metrics displayed | Transactions, Uploaded, Processed, Pending, Approved, Rejected, Reprocessed, Accuracy |
Other Technical Specifications
Parameter | Detail |
Data freshness | Real-time dashboard reflecting current tenant state |
Accuracy calculation | AI fields accepted without correction ÷ total AI-extracted fields |
Export format | List view downloadable (format dependent on browser/platform) |
Access control | Available to roles with dashboard access (e.g. Admin, Manager) |
Known Limitations and Edge Cases
Usage insights is a monitoring and reporting module — it does not allow direct action on documents (use the Review Screen for document actions).
Accuracy is calculated from human corrections against AI output, so it stays N/A until documents have been reviewed, and may fluctuate based on document complexity, volume, and reviewer consistency.
The organisation filter shows data only for organisations the user has access to, respecting self-service and role-based visibility rules.
Very broad date ranges may return large datasets — start with narrower ranges for faster analysis.
Activity Date metrics depend on when users take actions; delayed reviews will shift metrics to later dates relative to upload.