Reporting & Analytics (MI)
Turn structured evidence into meaningful oversight.
Transform structured interaction and case data into management information that helps teams understand activity, spot trends and focus attention.
Configurable
operational, compliance and review dashboards
Embedded
Power BI reporting within the Recordsure platform
Connected
optional daily data feeds and agreed API access
Controlled
role-based access to management information
Recordsure reporting and analytics transform structured interaction and case data into management information that helps teams understand activity, spot trends and focus attention.
As a Recordsure platform capability, it connects information from conversations, documents and review processes with operational and compliance oversight.
Configurable reporting makes that information useful to the people responsible for monitoring performance and improving processes.
Trusted by
Structured evidence
Interaction and case data prepared for reporting
Consolidated data
A warehouse foundation for hosted reporting
Configured reports
Measures and dashboards aligned to requirements
Informed oversight
Trends and activity made useful to teams
Reporting capabilities
Turn structured evidence useful for oversight
Configure dashboards, measures and data connections around the management questions your teams need to answer.
See operations and review activity together
Configurable dashboards bring operational KPIs and compliance or review information into view. Data processed and created within the platform feeds a data warehouse, providing the foundation for hosted reporting. Recordsure configures and customises reports around your agreed requirements, helping teams follow workload, review activity and the information needed for management oversight.
Use embedded reporting in the platform
Embedded Power BI reporting gives authorised users access to management information within Recordsure, without separate client Power BI licences each individual user. Reports can support different operational and compliance views. Where exports are available, they provide the displayed layout data or summarised visual data, depending on the report and export option.
Identify patterns that inform improvement
Review findings and root-cause categories can help teams recognise recurring issues and consider where processes need attention. The Microsoft Fabric ecosystem supports trend and predictive analytics subject to configuration and implementation.
Connect MI with your wider reporting
An optional daily data feed can take information into your own warehouse or MI environment. API access offers another route where agreed. This allows Recordsure data to contribute to wider business reporting without assuming you must replace the reporting systems you already use. Feed scope, access and implementation are agreed to match your requirements.
Accountable oversight
Oversight that supports accountable decisions
MI should help people understand processes and decide where to investigate, not substitute for judgement or rank individual employee competence.
Configured role-based access controls who can use the information, while the wider platform preserves links between review conclusions and supporting evidence. Explore Security and Data and Responsible AI for Recordsure’s approach to secure, responsible use.
Recordsure platform
Turn intelligence into action
Connect interaction and document intelligence with workflow, reporting and integrations to create a more complete, evidence-linked view across the business.
Conversation Intelligence
Capture and understand customer meetings and calls.
Document Intelligence
Structure documents, emails and case evidence.
Workflow automation
Move evidence, checks and actions through repeatable workflows.
Reporting & Analytics (MI)
Turn structured data into oversight, trends and management information.
API & Integrations
Connect Recordsure with your existing business systems.
Sectors
Built for regulated and evidence-intensive work
Recordsure works with organisations where important customer decisions must be efficient, explainable and defensible.
Resources
Documents and guides
Supporting information for this page.
Enhanced QA oversight and reporting for Business Banking – Major Tier 1 Bank – UK
Talk to us
Make your management information more useful
Talk to us about the management questions you need to answer. We can explore the dashboards, measures and data connections that would make your oversight more useful.
Frequently asked questions
Reporting & Analytics frequently asked questions
Separate client Power BI licences are not required for Recordsure’s embedded reporting. Any use in your own reporting environment is a separate implementation consideration.
Yes. Recordsure configures and customises hosted reports, including dashboards for operational KPIs and compliance or review information. The reporting scope is agreed for your implementation.
Yes, through an optional daily data feed or agreed API access. Data scope and connection requirements are confirmed as part of the implementation.
Knowledge centre
Insights and Perspectives
Curated articles, guides and perspectives on management information, operational oversight, analytics and evidence-led improvement.
Will simpler transaction reporting put greater focus on data quality?
IBS Intelligence: AI governance and why evidence and accountability matter
Why outcomes monitoring needs more than management information
European Business Magazine: Mills Review highlights the growing need for AI oversight and evidencing in financial services