Analytics

The Analytics tab of Explorer opens the Workflow Analytics dashboard: summary figures and charts about your organisation's workflows and the actions in them, rather than a list of documents. Use it to see how much work is moving through, what is overdue, and where workflows slow down, and save the filters you use often as a view.

What you can do in Analytics

• See workflow totals at a glance: open, completed, overdue, at risk, average completion time and on-time rate
• Explore trends and breakdowns in charts, and download a chart's data to Excel
• Narrow the dashboard to a date range, templates, initiators or assignees
• Open the workflow items behind any figure, and go from there to the workflow or the document
• Save a set of filters as a view and reopen it later

The Workflow Analytics dashboard

The Views panel on the left lists All Workflows and any views you have saved. Select one to open the dashboard. The view's name is shown at the top, with Quick Filters on the left and the summary tiles and charts on the right.

The Workflow Analytics dashboard

Tile	Description
Total	The number of workflow items in the date range.
Open	Items still in progress, and their share of the total.
Completed	Items that are finished, and the completion rate.
Overdue	Items past their due date.
At Risk	Open items due in the next 7 days.
Avg Completion	The average number of days items take to complete.
Compliance	The share of items completed on time.

Several tiles also compare the figure with the previous period of the same length.

The icons at the top right of the dashboard:

Icon	Description
+	Saves a new view. See How to save a view.
Refresh	Reloads every tile and chart with current data.
Filter	Hides or shows Quick Filters.

Charts

Below the tiles, the dashboard shows charts on workflow volume and completion, status, throughput, workload, response times, bottlenecks and sections, followed by summary tables. Some charts have a selector in their header, such as Week or Month, to change how the data is grouped.

Each chart has two icons at its top right: the download icon saves the chart's data as an Excel file, and the expand icon opens the chart larger. The expanded chart has its own download icon, Export to Excel.

An expanded chart

Quick Filters

Quick Filters narrow every tile and chart on the dashboard at once. By default the dashboard covers the last three months.

Quick Filters, with a template selected

Filter	Description
Date Range	From and To dates. Leave one blank for an open-ended range, or select All time to clear both.
All org workflows	Includes every workflow in the organisation, not only those you are involved in. It is available to users allowed to view all workflows.
Templates	Only workflows started from the templates you choose.
Initiated by	Only workflows started by the people you choose.
Action assignees	Only workflows with actions assigned to the people you choose.
Clear	Removes all the filters.

Seeing the items behind a figure

The tiles and charts are more than a summary: you can click into any of them to reach the workflows and documents behind the numbers, and act on them from there.

What you click	What happens
A summary tile, such as Overdue	A list opens with every workflow item that tile counts.
Part of a chart, such as a segment of the Status chart	A list opens with the workflow items in that part of the chart.
Open on a row of the list	That workflow item opens in the Inbox, in a new tab, so you can deal with it.
A row of the list, with a right-click	The document's actions appear, as they do elsewhere in Docwize: preview it, open its details, look at its attachments or file versions, and more. Which actions you see depends on your permissions.

The list shows each item's document and workflow details, its status and its dates. Select Export to Excel to download it.

Document actions on a row of the list

How to filter the dashboard

Step	Description
1	In Explorer, select the Analytics tab, then All Workflows or a saved view.
2	In Quick Filters, set the dates in Date Range, or choose templates or people in Templates, Initiated by or Action assignees. The tiles and charts update straight away.
3	To start again, select Clear at the top of Quick Filters.

Example: Filtering the dashboard by template, then clearing the filter

How to save a view

A view saves a name with the charts it shows and the filters set in the view itself (Dynamic Filters and Static Filters), so you can return to the same picture of your workflows without setting it up again. Quick Filters are not part of a view: they apply to whichever view is open.

Saving a new view

Step	Description
1	On the dashboard, select + at the top right. New View opens.
2	On the General tab, type a Name, and a Description if you like. Tick Make Public if the view should be public.
3	Use the other tabs to choose which charts appear (Charts) and which filters the view applies (Dynamic Filters, Static Filters).
4	Select Save. The view is listed under Views; select it to open the dashboard with its settings.