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Analytics

Analytics is accessed from the Explorer toolbar and opens as a dashboard tab, giving users a visual overview of key metrics and trends — summary tiles and charts — instead of a document-by-document list.

What you can do in Analytics​

  • View key metrics at a glance via summary tiles
  • Explore trends over time using charts
  • Filter the dashboard using relevant fields for the data being shown
  • Save filter combinations as named views
Workflow Analytics dashboard

Example: Workflow Analytics dashboard

Dashboard overview​

Analytics can surface different dashboards depending on what is being analysed. One example is Workflow Analytics, shown above, which gives an overview of workflow performance: summary tiles (Total, Open, Completed, Overdue, At Risk, Avg Completion, Compliance) followed by charts covering workflow volume, completion rate, status breakdown, and compliance over the selected date range.

Views and filters​

The Views panel on the left lists saved dashboard configurations — for the Workflow Analytics example, the default All Workflows view. The Quick Filters panel lets users narrow the dashboard using fields relevant to the data being shown (for workflows, this includes date range, template, initiator, and action assignee). Once a useful filter combination is set up, it can be saved as a new named view (via the + button in the Views panel) so it can be reopened later without rebuilding the filters each time.