To help you monitor your HotDocs integration usage in Salesforce, Mitratech CaseCloud offers a wide range of Out-Of-the-Box, pre-configured reports, accessible in the report folders on the reports tab, as listed below. You can also create new custom reports to access precisely the information you need. For more details on creating a custom report, see Create a Custom Report.
HotDocs Reports
| Report Name | Description |
|---|---|
| HotDocs Document Templates by Objects | Shows how many HotDocs Document Templates are linked to each Salesforce object. |
| HotDocs Document Templates by Status | Displays the number of HotDocs Document Templates grouped by status such as Active or Inactive. |
| Interviews By Status | Breaks down interviews into categories such as Not Started, In Progress, and Completed to measure success rates. |
| Interviews Run Over Time | Shows how many HotDocs Interviews were run over a period of time to track usage trends. |
| Out-of-Date HotDocs Document Templates | Identifies templates that are outdated versus up to date, helping track compliance and maintenance. |
| HotDocs Work Item Cleanup Summary | Shows the distribution of Work Item Cleanup Status values across all completed interviews. |
| HotDocs Persistent Cleanup Failures | Lists interviews with a Failed or Escalated cleanup status, sorted by the number of failed attempts. Use this report to identify interviews that need administrator attention. |
| HotDocs Document Download Health | Shows document download completion rates across interviews, including counts of downloaded and failed documents. |
HotDocs Dashboards
| Dashboard Name | Description |
|---|---|
| HotDocs Insights | Provides key metrics on HotDocs Templates and Interviews, including usage trends, template status, out-of-date records, Work Item Cleanup status, and document download health. |