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Top Rated Document Management Software with Reporting/Analytics 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: April 2026

Reporting and analytics provide valuable insights into document usage, team performance, and resource allocation. They facilitate informed decision-making, streamline workflow tracking, and improve overall efficiency by allowing easy access to customized reports and data analysis. Our reviewers in document management software rated this feature as important.

3 Best Document Management Software with Reporting/Analytics

  • Jotform
  • Microsoft 365 - Highest rated for reporting/analytics
  • monday.com

See other top Document Management products with reporting/analytics

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 document management software category. They also needed to have sufficient reviews about reporting/analytics, 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 reporting/analytics 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

Jotform logo
4.7
(2.7K)

User insights about the reporting/analytics feature

Reviewers find Jotform's reporting and analytics capabilities helpful and insightful, especially for survey data. They appreciate the flexibility to export data in various formats like CSV, Excel, and PDF, and the integration with Google Sheets. Users report that the visual presentation of data through graphs and charts is clear and easy to understand. They say the ability to track form performance, analyze submission data, and set up automated notifications is valuable. However, some users feel the visual report builder could be improved and prefer using other tools for advanced analysis.
“What I like about reporting/analytics features is that It's very simple for me to extract and download all the reports I need to Microsoft Excel for additional analysis. The analytics are incredibly helpful because they allow me to save the completed forms as PDFs and display all submissions on the forms.”
Verified reviewer profile picture

Daniel I.

Digital Strategist

“The reporting and analytics on Jotform are super helpful and insightful. Also the flexibility in which they allow you to view that data, including exporting as a CSV file or exporting to Google Sheets is extremely helpful. We've used it for event registration, and even form signatures from school parents.”
AL

Andrew L.

Business Manager

Document Management key features coverage

Jotform offers 6 out of the 6 key features for Document Management software identified by reviewers:

Secure Data Storage4.7
Document Storage4.4
File Sharing4.7
Mobile Access4.6
Access Controls/Permissions4.5
Electronic Signature4.6

Pros and cons based on 2,782 verified reviews

73% of users rated Jotform 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,782 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effortless form creation

Efficient survey development

Convenient diGital signatures

Cons:

Restrictive usage limits

High cost for advanced features

See pros and cons details

Pricing

Starting price:$39 flat rate/per month|Free version:Available|Free trial:Not available

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

Microsoft 365 logo
4.7
(14K)

User insights about the reporting/analytics feature

Reviewers appreciate Microsoft 365's reporting and analytics capabilities for their ease of use and accuracy. They find the pre-built dashboards and deep analytics valuable for tracking and visualizing data. Users report that Excel is particularly useful for creating customized reports and handling complex equations, despite some limitations with voice software. They say the integration with AI enhances functionality, and the ability to share reports within the organization is beneficial. However, some users feel the analytics could be more user-friendly and are not always necessary for their work.
“You can visualize and analyze the data in use as well as create customized reports and share the information within your organization”
AM

Alejandro M.

Licenciado en gerencia

“I tend to analyse all aspects of my work and this feature is very important in my day to day operation”
Verified reviewer profile picture

Esad S.

Regional Manager

Document Management key features coverage

Microsoft 365 offers 4 out of the 6 key features for Document Management software identified by reviewers:

Secure Data Storage4.6
Document Storage4.6
File Sharing4.5
Mobile Access4.5
Access Controls/Permissions
Electronic Signature

Pros and cons based on 14,028 verified reviews

71% of users rated Microsoft 365 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 14,028 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Ideal for student tasks

Enhanced team collaboration

Comprehensive software package

Boosts productivity

Complete office suite

Cons:

Slow performance issues

High subscription costs

Dependence on internet connectivity

Syncing issues

See pros and cons details

Pricing

Starting price:$6 per user/per month|Free version:Not available|Free trial:Available

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

monday.com logo
4.6
(5.7K)

User insights about the reporting/analytics feature

Reviewers appreciate monday.com's reporting and analytics for providing real-time insights and detailed project data. They find the customizable dashboards and visual data representations helpful for tracking progress and making informed decisions. Users report that the platform's filters and ability to generate custom reports are beneficial for monitoring team performance and resource allocation. They say the tool is user-friendly and effective for basic insights, although some feel the charting options are limited and external reporting requires additional subscriptions. Overall, they value the platform's impact on project management.
“I like the reporting/analytics features in monday.com because they allow me to track the progress of my team and see where we need to improve. Additionally, the ability to generate custom reports is extremely helpful in identifying areas that need attention.”
Verified reviewer profile picture

Geoffrey k.

MD

“I appreciate how Reporting/Analytics in monday.com provides real-time insights, customizable dashboards, and visual data representations, making it easy to track progress, identify bottlenecks, and make informed decisions.”
BM

Bharat M.

SEO Specialist

Document Management key features coverage

monday.com offers 4 out of the 6 key features for Document Management software identified by reviewers:

Secure Data Storage
Document Storage4.3
File Sharing4.3
Mobile Access4.4
Access Controls/Permissions4.4
Electronic Signature

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

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

Other Top Rated Document Management Software with Reporting/Analytics in 2026

Google Workspace logo

Collaboration application suite for teams

Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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Microsoft 365 logo

Cloud collaboration and file sharing application suite

Microsoft 365, formerly Office 365, provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more

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Docusign logo

Electronic signature & document approval software

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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Connecteam logo

Enhance employee management with the only all-in-one app

Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free!

Read more about Connecteam

Users also considered
monday.com logo

Project management software

With monday.com work OS you can create, store and manage all documents and forms in one place. Automate document creation and approvals, share and collaborate in real-time, track and review past edits through document search, and maximize security by centralizing everything in one place.

Read more about monday.com

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Box logo

AI-driven content, collaboration and workflow management

Box is a modern content management platform that transforms how organizations work and collaborate to achieve results faster

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Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

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Jotform logo

Cloud-based form builder tool for digital forms.

Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

Read more about Jotform

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Confluence logo

Remote team collaboration and knowledge workspace

Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

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Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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Wrike logo

AI powered workflow management platform

Wrike is a work management software used by 20,000+ companies. Streamline your document management with cloud-based, in-context file storage. Share documents within request forms and tasks and shorten your approvals with visual proofing. Simplify document management with Wrike's 400+ integrations.

Read more about Wrike

Users also considered
Autodesk Forma logo

Construction management platform

Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Simplify access to relevant construction documents, drawings, and 3D models. Update files in real time to stay on top of the latest versions and work from a single source of truth.

Read more about Autodesk Forma

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments.

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AI-enabled compliance operations platform.

Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Platform for strategic product roadmapping

Aha! Knowledge is the product information hub. Create internal wikis and knowledge bases to share content. Draft docs fast with AI and 100+ templates. Plus, include diagrams with built-in whiteboards. Use Aha! Knowledge with Aha! Roadmaps to document product information alongside strategic plans.

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CRM platform that automates sales and business workflows

Ploomes automates document creation, storage, and tracking—connecting proposals, contracts, and files directly to CRM data. With templates, approval flows, and ERP/email integrations, teams manage documents efficiently and maintain full version control across the sales process.

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Revver logo

Cloud based, dynamic document-work management system

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Brandfolder logo

Cloud-based digital asset management and sharing platform

Brandfolder is an online digital asset management platform for PR purposes, providing a private and public-facing repository for sharing logos, videos and more.

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Signeasy logo

eSignature and contract management platform for businesses.

Signeasy is a cloud-based solution designed to help businesses streamline contract management. Businesses in the banking, construction, education, healthcare, human resources, IT operations, legal, real estate and sales industries use Signeasy to sign, send, and manage contracts.

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Glasscubes logo
Category Leaders

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Firmex Virtual Data Room logo
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Securely store and share highly confidential documents

Secure virtual data rooms for investment banks, law firms, private equity groups, and corporations to share documents online and collaborate on projects

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Nifty logo

Project management, task tracking, & team collaboration hub.

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Document generation and management software

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Workable is an all-in-one HR platform that combines applicant tracking, employee management, and time tracking functionalities. The system offers AI-based candidate sourcing from a database of profiles, customizable workflows for hiring processes, and comprehensive onboarding tools with digital document management capabilities.

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Secure and effortless document sharing and confidential comm

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Key features for Document Management software

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

  • Secure Data Storage: Reviewers highlight robust security measures, including encryption, multi-factor authentication, and access controls, which ensure sensitive data remains protected from unauthorized access and breaches. 92% of reviewers rated this feature as important or highly important.
  • Document Storage: Users appreciate the ability to organize, store, and access documents easily, with features like folder creation, search functionality, and integration with other tools enhancing productivity. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers value the ease of sharing files with customizable permissions, real-time collaboration, and the ability to control access, which simplifies teamwork and information dissemination. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users emphasize the convenience of accessing and editing documents from mobile devices, which enhances flexibility and productivity by allowing work on-the-go. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the importance of granular access controls and permission settings to manage who can view, edit, or share files, ensuring data security and compliance. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users find electronic signature capabilities crucial for quick, secure document approval and signing processes, which streamline workflows and eliminate the need for physical paperwork. 84% of reviewers rated this feature as important or highly important.