getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Table of Contents

usersusersusers

Talk with us for a free 15-min consultation

Expert advisors like Chase, who have helped 1,000+ companies, can find the right software for your needs.

Top Rated Reporting Software with Document Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Document management organizes and stores documents, supports audit controls, and facilitates easy access and review of information. It simplifies the submission and review process, ensures compliance, and streamlines project and data analysis. Our reviewers in reporting software rated this feature as important.

3 Best Reporting Software with Document Management

  • Jira
  • Smartsheet
  • Asana - Highest rated for document management

See other top Reporting products with document management

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the reporting software category. They also needed to have sufficient reviews about document management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for document management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Jira logo
4.4
(15.3K)

User insights about the document management feature

Reviewers indicate that Jira's document management capabilities are helpful for attaching and organizing files within tasks, which aids in project documentation and collaboration. They appreciate the integration with Confluence for enhanced document management and the ability to link to external documents. Users find it easy to manage and access documents, although some prefer using other tools like SharePoint for more robust document management. They also mention that Jira's document size cap can be a limitation for sharing larger files.
“During the execution of a project, evidence is generated that is crucial for documentation. With Jira we can store history and have a reliable, visualization-based document repository.”
Verified reviewer profile picture

Luis E.

Project Manager

“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

Reporting key features coverage

Jira offers 6 out of the 6 key features for Reporting software identified by reviewers:

Reporting/Analytics4.4
Data Visualization4.3
Data Connectors4.1
Data Import/Export4.4
Customizable Dashboard4.3
Ad hoc Reporting4.5

Pros and cons based on 15,305 verified reviews

55% of users rated Jira 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 15,305 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Cons:

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details

Pricing

Starting price:$7.91 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Smartsheet logo
4.5
(3.4K)

User insights about the document management feature

Reviewers highlight Smartsheet's document management capabilities for attaching and organizing documents within sheets, which supports collaboration and documentation processes. They appreciate the version control feature and the ability to share documents with team members. Users find it easy to upload and manage documents, although some mention limitations in functionality and integration with other tools like SharePoint. They report that Smartsheet is useful for keeping all documents in one place, but some users prefer more specialized document management tools for comprehensive needs.
“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“We house all of our current and versioned design files on Smartsheet. Same for permits, reports, and every other document needed for the overall development process. ”
DW

Derek W.

Project Manager

Reporting key features coverage

Smartsheet offers 6 out of the 6 key features for Reporting software identified by reviewers:

Reporting/Analytics4.4
Data Visualization4.5
Data Connectors3.9
Data Import/Export4.5
Customizable Dashboard4.3
Ad hoc Reporting --

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Asana logo
4.5
(13.5K)

User insights about the document management feature

Reviewers appreciate Asana's document management capabilities for keeping all project-related documents in one place, which enhances organization and collaboration. They find it easy to attach and organize files within tasks, and highlight the integration with Google Drive for seamless document sharing. Users report that this feature saves time by reducing the need for back-and-forth emails and ensures that all team members have access to the latest documents. However, some users mention a lack of document editing features and prefer using other tools for comprehensive document management.
“ASANA assumes the responsibility of managing the information that supports the project, seen as evidence in the execution of activities, in this way, its repository is integrated with the other functions of the application.”
Verified reviewer profile picture

Marianela F.

Water Treatment Consultant

“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

Reporting key features coverage

Asana offers 6 out of the 6 key features for Reporting software identified by reviewers:

Reporting/Analytics4.3
Data Visualization4.4
Data Connectors4.4
Data Import/Export4.5
Customizable Dashboard4.6
Ad hoc Reporting --

Pros and cons based on 13,543 verified reviews

59% of users rated Asana 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 13,543 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Cons:

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details

Pricing

Starting price:$10.99 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Reporting Software with Document Management in 2026

Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo

Project tracking and workflow management platform

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Read more about Asana

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Wrike logo

AI powered workflow management platform

Create advanced, customizable reports with Wrike that can be automatically scheduled or exported externally. Drill down to individuals, teams, and projects to monitor progress. Use real-time information for project management decision-making.

Read more about Wrike

Users also considered
Paycom logo

The only HR and payroll software built on a single database

Provides a way to easily generate and review customizable or predefined reports across all workforce data in real time, as well as a big-picture, on-demand view of company data in real time.

Read more about Paycom

Users also considered
QuickBooks Online Advanced logo

Accounting & business management for small businesses

Generate advanced, customizable reports with real-time data to analyze business performance and support informed decision-making.

Read more about QuickBooks Online Advanced

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

Users also considered
UKG Ready logo

HR payroll & workforce management platform

UKG Ready combines HR, payroll, talent management, time tracking, and scheduling into one platform to streamline workforce operations. It automates administrative tasks, centralizes employee data, and supports compliance with automated workflows and updates. Features include benefits administration, time and attendance tracking, scheduling, performance management, and analytics for workforce insights and benchmarking.

Read more about UKG Ready

Users also considered
FieldPulse logo

Cloud-based field service management software

FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Read more about FieldPulse

Users also considered
UKG Pro logo

HR, Payroll, Talent, and Workforce Management

UKG helps organizations understand and empower their workforce with AI-driven HR, payroll, and workforce management solutions.

Read more about UKG Pro

Users also considered
Precoro logo

Procurement software for centralized purchasing

Precoro ESG streamlines CSRD compliance and reporting with comprehensive double materiality assessment, ESRS-aligned data collection templates, precise emissions measurement, and efficient data gap analysis. User-friendly tools enhance efficiency, drive savings, and unlock sustainability potential.

Read more about Precoro

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Syft Analytics logo
Category Leaders

The interactive & collaborative financial reporting tool.

Syft Analytics is the award-winning financial reporting and data analytics software that helps growing businesses understand their business data.

Read more about Syft Analytics

Users also considered
Caspio logo

Build online database applications without coding.

Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

Read more about Caspio

Users also considered
PerformYard logo

Cloud-based employee performance management software

PerformYard is an AI-powered employee performance management solution that streamlines employee reviews, goals, feedback, 1:1 meetings, and employee engagement.

Read more about PerformYard

Users also considered
Quire logo
Category Leaders

Technical report management software

Cloud-based technical report management software that streamlines the report writing process, guaranteeing consistent, high-quality, uniform deliverables.

Read more about Quire

Users also considered
Ncontracts logo

Cloud-based risk management tool for finance teams.

Nfairlending allows you to identify, mitigate, and communicate Fair Lending risk to your management team, board, regulators, and more.

Read more about Ncontracts

Users also considered
Sage 100 logo

Enterprise resource planning software

Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

Read more about Sage 100

Users also considered
TapClicks logo

A Unified Marketing Operations Platform Powered By Your Data

TapClicks delivers a unified digital marketing services, reporting, and analytics platform built for marketing agencies, media agencies, and enterprises

Read more about TapClicks

Users also considered
OneStream logo

Corporate performance management solution for enterprises

OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

Read more about OneStream

Users also considered
Dataslayer logo

Streamline Data, Amplify Insights.

Dataslayer.ai offers powerful reporting capabilities, integrating data from sources like Google Analytics and Facebook Ads. Create customizable reports, automate data collection, and visualize key metrics to present clear, impactful insights and drive strategic decisions.

Read more about Dataslayer

Users also considered
Scoreplan logo

Streamlining business and people management

The most complete system in Brazil for Strategic and Financial Planning that makes planning executable using agile and traditional methodologies such as OKR and BSC.

Read more about Scoreplan

Users also considered
Milient logo

Perfect Project Flow

Milient is a cloud-based project management solution that helps users with time recording, resource planning, quality assurance, and invoicing processes from a unified platform.

Read more about Milient

Users also considered
Wildnote logo

From Field to Report: Fast, Precise, Managed

Accelerate field reporting with polished wetland templates, intuitive workflows, top-tier support, and data integrity—trusted by users for precision and productivity.

Read more about Wildnote

Users also considered
ReportGarden logo

Marketing Agency Software for Management & Reporting

A great tool that saves hours & hours of work to put a report together for an Ad Agency. Simple to use, Creative Tools & Beautiful Reports.

Read more about ReportGarden

Users also considered

Key features for Reporting software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Reporting/Analytics: Users value the ability to track KPIs, visualize data with various tools, and generate comprehensive reports that aid in data-driven decision-making. 96% of reviewers rated this feature as important or highly important.
  • Data Visualization: Reviewers appreciate the customizable and interactive charts and graphs that enhance understanding of complex data, making insights more accessible and actionable. 93% of reviewers rated this feature as important or highly important.
  • Data Connectors: Users highlight the feature's ability to integrate multiple data sources, facilitating comprehensive analysis and streamlined data management. 91% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers mention the ease of importing and exporting data in various formats, which simplifies data management and sharing across different platforms. 90% of reviewers rated this feature as important or highly important.
  • Customizable Dashboard: Reviewers value the ability to personalize dashboards to fit specific needs, providing tailored views that enhance data interpretation and strategic decision-making. 85% of reviewers rated this feature as important or highly important.
  • Ad hoc Reporting: Users find ad hoc reporting capabilities crucial for quickly generating customized reports, providing flexibility and real-time insights without relying on pre-built reports. 81% of reviewers rated this feature as important or highly important.