The Reports feature in Page Vault gives your firm powerful insights into capture usage. Reports help you track activity against annual limits, monitor team adoption, and understand usage by folder, user, or case matter.
⚠️ Only Admins can access and run reports in the Page Vault Portal.
Accessing Reports
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Log in to the Page Vault Portal.
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Navigate to the Reports section in the menu bar.
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Select a report type to get started.
Report Types
Page Vault provides four report types. Each report:
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Breaks down usage by month
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Includes a total column
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Measures PDF pages only (not capture jobs or video captures)
The available report types are:
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All Captures – A complete view of all PDF pages captured
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By Folder – A breakdown of activity per folder
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By User – A breakdown of activity by individual users in your organization
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By Case Matter ID – A breakdown of activity per case or matter
Configuring a Report
When setting up a report, you’ll find two filters available in the Report Configuration section:
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Date Range (required): A default range is applied, but you can adjust it.
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Case Matter ID (optional): Narrow your report to one or more case IDs.
After updating filters or switching report types, click Apply Filters to refresh results.
Running and Updating Reports
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Reports may take several seconds to process, depending on dataset size.
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For large datasets, months may extend beyond the visible screen—use horizontal scroll to view all columns.
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After running a report, the URL automatically updates to reflect your configuration. This makes it easy to bookmark or share a link with other Admins on your team.
Exporting Reports
You can export any report to CSV for further analysis in Excel, Google Sheets, or other tools.
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Run the report with your desired filters.
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Click Export.
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A CSV file will download with the same data displayed on screen, including monthly breakdowns and totals.
Tips and Best Practices
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Bookmark frequently used reports: Save configured report URLs for quick access later.
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Track team adoption: Use the By User report to see which team members are capturing regularly.
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Monitor client usage: Use the By Case Matter ID report to track usage against client budgets or annual limits.
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Spot trends: Compare totals month-to-month to understand how your firm’s usage is evolving.
Troubleshooting & FAQs
Why don’t I see all of my captures in the report?
Only PDF pages are included. File uploads and video captures are not shown.
Why isn’t my report updating after I change filters?
You must click Apply Filters for changes to take effect.
My report takes a long time to load. Is that normal?
Yes, reports may take several seconds to process.
Can non-admins run or view reports?
No. Only Admins can access reports in the Portal. However, exported CSVs can be shared with others.