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 viewable at 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
Names, email addresses, and status of a published workflow's users are provided through the Users tab.
You can also update the status of a user from Active to Suspended or vice versa from here. Suspended users will not be able to use the workflow until they have been made Active again.
The workflow's Execution Progress tab shows how users have been progressing through the workflow's Actions.
Completed actions are marked with a check while actions that have been skipped or have not yet been completed will not have check marks.
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 into the workflow, including:
- Square brackets
- Documents uploaded as part of the workflow
- Unique reference numbers for each workflow user
- Dates and times the workflow is started and each Action within the workflow is completed by a user
- For branched workflows, the branch that was 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.
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.
The Time Report shows the average amount of time it took users to get through each node in the workflow.