View Default Reports

View pre-configured process analytics reports.

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Permissions

AWS QuickSight Account Required

Prior to being able to download user activity logs for one user or all in your organization, ensure that an Amazon Web Services (AWS) QuickSight is configured. Amazon QuickSight powers data-driven organizations with unified business intelligence (BI).

The following message displays if your ProcessMaker Platform instance is not configured to your AWS QuickSight: Unable to connect. If this message displays, please contact your Customer Success Manager to address this.

View Default Analytics Reports

The default analytics reports offer comprehensive insights into various aspects of process performance, covering areas such as case volume, duration, and due dates. These reports enable you to track key metrics, identify trends, and make data-driven decisions to optimize processes and improve overall organizational efficiency.

Follow these steps to view Analytics Dashboard:

1. Log on to ProcessMaker Platform.

2. Click the Analytics option from the top menu. The Default Reports page displays the Volume tab by default.

Default analytics reports display in the following tabs:

Case Volume

The following chart reports display in the Volume tab:

• Cases by Month

• Cases by Process

• Cases Created Vs. Completed by Date

• Most Used Categories

• Cases Created by User

• Cases Details

Duration

The following chart reports display in the Duration tab:

• Average Completion Time (In Days) by Process

• Number of Completed Requests

• Average Duration by Completion Date

• Case Details

Tasks

The following chart reports display in the Tasks tab:

• Task By Status

• Average Task Duration By Completion Date

• Task Created Vs Task Completed By Date

• Average Duration By Task Name

• Task Duration By Request

• Task Details

Due date data

The following chart reports display in the Due date data tab:

• Task Completion Rate

• Completion Rate By User

• Task Created Vs Task Completed By Date

• Largest Ongoing Task By Time

• Task Details

Case Volume Dashboard

The Case Volume dashboard automatically counts and tracks Cases for Processes in your organization. This chart saves time from counting and tracking Cases, which is a time-consuming and error-prone procedure when done manually.

The Case Volume report tracks Cases and not requests, and therefore does not include the following:

• A sub-process that started within a parent request.

• A sub-request initiated from a Data Connector or PM Block.

• Any Request initiated from a Signal Start Event element.

Case Volume

Duration Dashboard

Charts in the Duration dashboard provide users with a comprehensive overview of the time it takes to complete cases. These charts offer valuable insights into process efficiency, identify bottlenecks, and support decision-making for process optimization.

Duration

Tasks Dashboard

This dashboard provides real-time tracking of the active and completed tasks within your organization. The data can be filtered based on specific dates, assigned users, and task status, allowing for detailed analysis and insights into workflow performance.

Tasks

Due Date Data Dashboard

This dashboard offers real-time monitoring of task completion time. You can customize the view by applying filters for specific dates, assigned users, and task status for detailed analysis and valuable insights into workflow efficiency.

Related Topics

Process Analytics Home

View Custom Reports

Analytics Management