Analytics
Overview
The Analytics screen allows users to have 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 statistics form
The activity form allows the user to create views and reports related to the requests in progress (in real time), as well as requests in any previous timeframe.
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.
If the period chosen is Real time, then the report will be based on requests in progress only.
Activity report
You can generate an activity report of activity, either real time or for a specified period.
Available functions
Functions
Description
Refine search
Start a new statistics search
Save as view
Save the current report as a view (see Views)
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, doughnut
By process
In progress
In progress with overdue
In progress with overdue actions
Displays available (select from drop-down list): data table, bar chart, doughnut
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, doughnut
By process
In progress
In progress with overdue
In progress with overdue actions
Displays available (select from drop-down list): data table, bar chart, doughnut
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 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, doughnut
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, doughnut
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, doughnut
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 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.
