Reports and Analytics
ISO Mate provides dedicated reporting dashboards for each major module, giving you insights into team performance and project health. All reports are accessible from the Reports section in the sidebar.
Accessing Reports
Navigate to Reports in the sidebar. You will see sub-sections for each report type:
- DevOps Reports
- QA Reports
- Task Reports
- Incident Reports
- Compliance Reports
- Sales Reports
- Feedback Reports
- Calendar Reports
- Help Desk Reports
- Account Reports
Filtering Reports
Every report page uses the token search bar for filtering. You can add filter tokens with “is” and “is not” operators to include or exclude specific values. For example, filter by “Status is Compliant” or “Priority is not Low”.
Quick date range pills appear at the top of each report page, letting you switch between 7 Days, 30 Days, 90 Days, and 1 Year with a single click. This replaces the need to manually configure start and end dates for most common time windows.
DevOps Reports
View charts and metrics for your development workflow:
- Issues by Status: Distribution of issues across To Do, In Progress, and Done
- Issues by Type: Breakdown by Epic, Story, Task, Bug, and Subtask
- Issues by Priority: Distribution across High, Medium, and Low
- Issues by Assignee: Workload distribution across team members
- Sprint Velocity: Story points completed per sprint over time
- Sprint Burndown: Remaining work in the active sprint
QA Reports
Track testing progress and quality:
- Test Execution Results: Pass, Fail, Blocked, and Not Run counts
- Test Coverage: Percentage of requirements covered by test cases
- Defect Trends: Defects found over time
- Cycle Progress: Completion status of active test cycles
Task Reports
Monitor task completion and workload:
- Tasks by Status: Complete vs. incomplete tasks
- Tasks by Assignee: Workload per team member
- Overdue Tasks: Tasks past their due date
- Completion Trends: Tasks completed over time
Incident Reports
Analyze incident patterns and response:
- Incidents by Status: Distribution across Open, Investigating, Contained, Resolved, and Closed
- Incidents by Severity: Breakdown by Critical, High, Medium, and Low
- Incidents by Category: Distribution across Data Breach, Security Incident, System Outage, Policy Violation, and Other
- Resolution Time: Average time to resolve incidents
Compliance Reports
Monitor your compliance posture:
- Requirements by Status: Distribution across Compliant, Warning, and Non-Compliant
- Controls by Implementation: Breakdown by Not Implemented, In Progress, and Implemented
- Overall Compliance Percentage: Aggregate compliance score across all frameworks
- Framework Health: Per-framework compliance breakdown
Sales Reports
Track your sales pipeline performance:
- Deals by Stage: Distribution of deals across pipeline stages
- Pipeline Value Over Time: Total and weighted pipeline value trends
- Lead Conversion: Conversion rates from lead to opportunity to deal
- Key Sales Metrics: Win rate, average deal size, and sales cycle length
Feedback Reports
Understand user feedback patterns:
- Feedback by Type: Distribution across feature requests, bug reports, and other types
- Feedback by Status: Breakdown by open, in progress, and completed
- Feedback by Priority: Distribution across priority levels
- Submission Trends: Volume of feedback received over time
Calendar Reports
Analyze scheduling patterns:
- Events by Day of Week: Identify peak scheduling days
- Events by Source: Breakdown by manual, synced (Google Calendar), and workflow-created events
- Event Trends: Volume of events over time
Help Desk Reports
Track support performance (previously a separate section, now consolidated under Reports):
- Ticket Volume: Incoming tickets over time by channel
- Agent Performance: Response times and resolution rates per agent
- SLA Compliance: Percentage of tickets meeting SLA targets
- CSAT Scores: Customer satisfaction ratings over time
- Channel Metrics: Ticket distribution by email, web, phone, and chat
Account Reports
Overview of account-wide activity and usage metrics.
Exporting Reports
Each report page includes Export CSV and Export PDF buttons. Use CSV for further analysis in spreadsheet tools, or PDF for stakeholder presentations and audit documentation. Exports respect your current filters, so you can export exactly the data you are viewing.
Permissions
Access to reports is controlled by the Reports permission group in role management. Administrators can grant or restrict access to each report type independently, ensuring users only see the data relevant to their role.