View Throughput and Volume of Records with Productivity Reports
Productivity Reports provide data and statistics on the throughput and volume of Records moving through the various Workflows and Steps of an Application. Data can be viewed by User, Workflow, Step, or individual Record. Productivity Reports can be used to identify high performance amoung users and also find bottlenecks and areas for improvement. Data for the Step a Record is currently in is not included in Productivity Reports. Productivity Reports cannot be edited because they are system-generated.
Accessing Productivity Reports
Only users who are associated with Roles that have been granted the Productivity Module Entitlement have access to Productivity Reports. Refer to Module Entitlements for Roles to learn more.
To access the Productivity Reports, navigate to Reports > Visual Reports using the menu. Then, use the menu at the left and click Productivity.
Select the appropriate Application from the drop-down.
Types of Reports and Metrics Displayed
Productivity Reports are displayed in the form of tables that display metrics based on the following Aggregation Types:
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User: This will display data in the table aggregated by user.
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Step: This will display data in the table aggregated by Step.
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Workflow: This will display data in the table aggregated by Workflow.
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Record: This will display data in the table aggregated by Records.
Additionally, the Records displayed can be filtered by specifying a date range. The date is based on when a Record completed a Step or Workflow.
The metrics displayed in Productivity Reports include:
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Aggregate: This depends on the Aggregate Type chosen for the Productivity Report. In the image above, the Aggregate field displays the name of the Step since the Aggregate Type chosen is "Step."
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Total: This is the total number of completed Records for the given User, Workflow, or Step selected.
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Total Time: This is the amount of time it took all the filtered Records to enter and finish the Workflow or Step. This time is based off of when a Record was created or was submitted to a Step or Workflow.
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Average Total Time: This is the average amount of time it took all filtered Records to enter and finish the Workflow or Step.
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Working Time: This is the aggregated amount of time that was spent "In Progress" on all of the filtered Records. This time starts when a record goes from "Assigned" to "In Progress" and then ends when the user either submits the Record or is unassigned. There will be no difference between Working Time and Total Time if a user created a Record and immediately completed the Record and submitted it to the next Step.
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Average Working Time: This is the average of amount of it took all of the filtered Records (once started) to finish the Workflow or Step.
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First Activity: The first activity date for the filtered row of data.
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Recent Activity: The most recent activity date for the filtered row of data.
All time fields (Total Time, Average Total Time, Working Time, Average Working time) display as hh:mm:ss.
Note: Productivity Reports only display data for completed Records. For example, Records that are in progress in a given Step will not be included in the data for that Step in the report.
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