Reports and Analytics

The Reports page in Laserfiche Process Automation lets you visualize process and data in the form of graphs, heatmaps, and pie charts. You can apply filters to visualize data from only a certain period or for a specific process version. Reports are grouped into six major types:

• Performance: View a scatter plot of when instances were completed, and a bar chart showing how many instances were completed over a time range.
• Work in Progress: View statistics about in-progress instances, such as which stages of a process are possible bottlenecks. Includes forecasts of completion dates and how many in-progress instances to expect in the future.
• Task Loads: View a color-coded heat map of which user tasks in a process are accumulating the most tasks.
• Form Reports: Visualize data about the values your users entered for each field in a form, or view individual form submissions.
• Workload: View which users or teams have the most in-progress or complete tasks.
• Irregularity: View suspended and terminated tasks to troubleshoot process issues.

In addition to these visual reports, the Monitor page lets you download an Excel or CSV file with information about the tasks or instances in a process.