A workflow's users, their progress through the workflow, and the data they enter into the workflow when they run it are all saved into AUTTO. Analytics reports are also available as a guide for improving the workflow. This article discusses these data in more detail.
NOTE: Data about and from your published workflows are accessible any time from the workflow's Data tab. For more information on accessing workflow data, see Viewing Progress, Workflow Data and Users.
Table of Contents
Users
The names, email addresses, and statuses of a published workflow's users are provided through the Users tab in the workflow's Data page.
From the Users tab, you can email invitations to new users, and customize the invitation email as well. You can also update the status of a workflow user from Active to Suspended or vice versa. Suspended users will not be able to use the workflow until their status has been changed back to Active.
Execution Progress
The workflow's Execution Progress tab shows how users have been progressing through the workflow's Actions.
On the Progress tracker's columns, completed actions are marked with a check while actions that have been skipped or have not yet been completed will not be marked with a check. If a user successfully completes a workflow, a checkmark is also shown under the Completion column.
Workflow Data
More detailed data on a published workflow is provided through the Workflow Data tab. These serve as a comprehensive audit trail of a user's actions on the workflow.
Workflow data includes all the information entered into the workflow, including:
- Square brackets
- Documents uploaded as part of the workflow
- Unique reference numbers for each workflow user
- The dates and times the workflow is started and each Action within the workflow is completed by a user
- For branched workflows, the branch taken by the user is shown.
Analytics (in Beta)
Analytics data for published workflows can be viewed from the Data tab on the Workflow Editor. Currently, AUTTO generates two (2) analytics reports for your workflow data.
Completion Report
The Completion Report shows the amount of users who did/did not make it to certain nodes in the workflow. This report shows the number as well as percentage of users who drop out at each node in the workflow.
Time Report
The Time Report shows the average amount of time it took users to get through each node in the workflow.
For more information on using these reports, see Analytics in AUTTO.
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