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Analytics

Updated September 26, 2022

Being able to view the performance of your processes, your team, or clients is critical to making sure all your work is on track.

Review the progress of tasks, workflow runs, and monitor how many runs are being completed over time.

Users: Admins, Full Members, Free Members and Guests can see Reports, however, what they can see is determined by theĀ permissions you have set them.

How to use analytics

You can access analytics from your library via the chart icons which relate to the number of active workflow runs you have, or head straight to your reports tab.

Select a saved view from the left of your screen, and then switch from table view to analytics view in the top right corner of your screen, as shown below.

Select either a single workflow run or select all your workflow runs. You can also adjust the filters to change the data you see in your charts.

Selecting one workflow will give you visibility of task data while selecting all your workflows gives you an overview of workflow run data.

Click Apply Changes to update your charts.

Next, you can save your view so that your charts will be visible next time you click on your saved view.

Chart types

Charts for single workflows

  • Overall task status
  • Task completion and status
  • Task status by assigned user

Charts from all your workflows

  • Workflow run completion and status
  • Workflow run status by assigned user

Download your charts

Click on the expand icon on any chart to view it full screen. Next, click the download button to download your chart as a png file.

This allows you to use your charts in slide decks, or anywhere else you’d like to report your data.

Learn more about using Reports.

For a deeper dive into your Process Street data, Enterprise customers can access our API for reports.

I hit a snag…

If you see an error message when your charts are loading then it may be for one of a couple of reasons.

  • If you are loading all workflows (and you have hundreds of workflows) then your browser may time out
  • Check your internet connection. If it is unstable you may see an error message.

Contact our support team if you need any additional help.


 

 

 

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