Analytics

Overview

The Analytics screen allows users to generate detailed reports of all the ongoing and closed requests. Users can obtain the following categories of reports:

• Activity analytics that provide views of the various requests and actions in real time or during a specified time period

• Data analytics that detail the data information per process with filtering capabilities

Analytics settings (such as the number of items to display in a report) are configured in the Analytics section on the Portal tab in the Administration Module Configuration panel (see Analytics in the WorkflowGen Administration Guide for more information).

Activity

Activity analytics form

The Activity form lets you create views and reports related to the requests in progress (in real time), as well as requests in any previous timeframe.

If the period chosen is Real time, then the report will be based on requests in progress only.

Fields	Description
Period	Filter by a predefined period
from... to...	Filter by user defined period
Folder	Filter by process folder
Category	Filter by process category
Process	Filter by process name
Version *	Filter by process version
State	Filter by request state: In Test, Active, or All
Data *	Filter by process data values

* Displayed only when a single process is chosen from the Process drop-down list.

Activity report

You can generate an activity report of activity, either real time or for a specified period.

Real time activity report

Available functions

Functions	Description
Refine search	Start a new statistics search
Save as view	Save the current report as a view (see Views)
Print	Print the report

Requests

General

• Number of requests in progress

• Number of overdue requests in progress

• Number of requests in progress with overdue actions

By requester

• In progress

• In progress with overdue

• In progress with overdue actions

Displays available (select from drop-down list): data table, bar chart, donut

By process

• In progress

• In progress with overdue

• In progress with overdue actions

Displays available (select from drop-down list): data table, bar chart, donut

Actions

General

• Number of actions in progress

• Number of overdue actions in progress

• Number of actions to assign

• Number of actions to take on (team actions to do but not yet assigned)

By participant

• In progress

• In progress with overdue

Displays available (select from drop-down list): data table, bar chart, donut

By process

• In progress

• In progress with overdue

• In progress with overdue actions

Displays available (select from drop-down list): data table, bar chart, donut

Activity report: by period

Available functions

Functions	Description
Refine search	Start a new statistical search
Save as view	Save the current report as a view
Print	Print the report

Requests

General

• Number of different requesters

• Number of requests in progress

• Number of overdue requests in progress

• Number of requests in progress with overdue actions

• Number of closed requests

• Number of closed requests with overdue

• Number of closed requests with overdue actions

• Average of realization duration (all requests)

• Average of realization duration (except overdue)

• Number of requests per day

Results may vary depending on the parameters of the statistics that you filter.

Top process

• Request (number of requests per process)

Displays available (select from drop-down list): data table, bar chart, donut

Participants

Request volume (by requester)

• Started

• In progress

• In progress and overdue

• In progress with overdue actions

• Closed

• Closed and overdue

• Closed with overdue actions

Displays available (select from drop-down list): data table, bar chart, donut

Action volume (by participant)

• In progress

• In progress and overdue

• Closed

• Closed and overdue

• To assign

• To accept (team actions to do but not yet assigned)

Displays available (select from drop-down list): data table, bar chart, donut

Action duration (by participant)

• Completion

• Completion except overdue

• Accepted

• Accepted except overdue

Displays available: table, bar chart, pie chart

Data

Data statistics form

The data statistics form lets you create reports based on the data of a current process.

Fields	Description
Period	Filter by a predefined period
from... to...	Filter by user defined period
Requester	Filter by the requester
Process	Filter by process name
Version *	Filter by process version
State	Filter by request in Test mode, Active mode, or all modes
Status	Filter by request status
Displayed data	Choose data items to display in the report (with data selector)
Data *	Filter by process data values

* Displayed only when a single process is chosen from the Process drop-down list.

Available functions

Functions	Description
Refine search	Start a new statistical search
Save as view	Save the current report as a view
CSV export	Export the report to a comma-separated value formatted file ✏️ Note: You can use a different separator based on your language and/or culture if needed, but this must be configured by a WorkflowGen Administrator.
Print	Print the report

Data statistics screen

Data statistics report

Columns	Description
Request #	Request number
Created	Request creation date
Requester	Requester
Data	Associated data elements (as defined by the process designer)

The results list allows drag-and-drop reordering of columns. Column order is specific to the user and is retained thereafter.