Reports

Last updated: October 19, 2026

Reports shows how your projects are doing right now: how many there are, how much they are worth, how fast they move, and who is doing the work. Managers and proposal leads use it to spot slow deals and balance the load. You'll find it under Reports in the sidebar, with three pages: Overview, Win/Loss (shown when enabled for your organization, see Win/Loss Analysis) and Project Analytics. You need the Reports permission.

The Overview page

Period starts at All Time. Under it come the five tiles, then Deal Pipeline and AI Confidence Distribution, then the leaderboard and contributors.

Period starts at All Time. Under it come the five tiles, then Deal Pipeline and AI Confidence Distribution, then the leaderboard and contributors.

At the top are five tiles:

  • Projects: how many projects match.

  • Total Deal Value: the deal size across those projects, counted once per customer record. It includes Open, Won and Lost deals, so don't read it as won revenue.

  • IRIS AI Efficiency: how little people had to change Iris's drafts. An approved answer with no edits counts as 100%.

  • Avg. Time to Approval: from project creation until every question is approved.

  • Avg. Active Time: the average length of an editing session.

Beside them, Deal Pipeline splits deals into Won, Lost and Open, and AI Confidence Distribution shows how many answers are High, Medium or Low.

Further down are the Deal Leaderboard, with Deal Owner and Reviewer tabs, and Contributors, which shows each person's Assigned, Approvals and Worked On counts. Below those sit the Projects table and Obligations.

Period, Compare and Filters

The Period menu starts on All Time and also offers This Month, This Quarter, This Half-Year and This Year. Each runs from the start of that period to today and filters on the date the project was created. Choose a period and a Compare button appears. Click it and each tile shows its change against the same stretch just before.

Period and Compare change only the tiles, the pipeline and the confidence chart. The leaderboard, contributors, projects and obligations ignore them.

Filters narrows everything by Status, Client, Deal Owner, Deal Reviewer, Group and Due Date. Filters apply as you pick them. The leaderboard doesn't use the Group filter.

Obligations

Obligations are commitments Iris finds in your answers, such as a promised response time or a deliverable. Iris saves them when a project is marked Complete, so the table stays empty until projects are finished. Each row shows the folder, project, obligation and due date.

Export

Export downloads an Excel file with one sheet listing the projects on screen. It follows your filters but not the period. A note in the first row says it includes only projects you can access.

Project reports

In the Projects table, the chart icon at the end of a row opens that project's Summary Report. You can also use the row menu on the Projects page. The report covers one project: the deal, question statuses, timing and your team's activity. At the top you'll find Back to Reports and View Project Details. The measures most worth knowing:

  • IRIS AI Efficiency: the average of how much of each approved AI answer survived review.

  • Source Utilization: the share of approved answers that cite your Knowledge Map.

  • Avg. Revisions: edit passes per question before approval. A pass ends when you switch to another question or approve.

A Summary Report: the deal on the left, the IRIS AI Efficiency gauge on the right, and timing and top contributor underneath.

Project Analytics

This page tracks Project Folders. Choose This Week, This Month, This Quarter or This Year. It filters on question activity, not folder creation.

Here the period is set to This Month, with its date range beside it. Six tiles, a Files line, then Group Collaboration and Workflow Progress.

Here the period is set to This Month, with its date range beside it. Six tiles, a Files line, then Group Collaboration and Workflow Progress.

The tiles are Active Folders (every folder, not only ones in progress), Total Projects, Total Questions, Completion, Workflow Done and Overdue Folders. Numbers can lag a minute or two. A Files line under the tiles counts your files as Total, Indexed, Pending and Failed, and Search folders helps you find one.

Two views sit below. Group Collaboration shows how far each group has gotten through the questions on its projects. Workflow Progress shows each approval workflow step by step: how many are waiting, have passed and are overdue. The Project Folders table lists every folder with its questions, approvals, workflow and due date. It always shows all-time counts, and each due date is marked On Track, Urgent or Overdue. Expand a row to see its projects.

Expand a folder and you'll see its projects, each with a status and a progress bar, plus an Open Folder link.

Expand a folder and you'll see its projects, each with a status and a progress bar, plus an Open Folder link.

Who can see what

Reports opens these pages. Without View All Projects, the Projects table and the export show only your own projects.

Reports vs Insights

Reports is live: counts and times from your projects as they stand today. Insights is a report you generate, a snapshot of themes, wins, losses and gaps.

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