Analytics Reporting Package

View and configure Analytics Reporting graphics.

Overview

Use Analytic Reporting package to view pre-developed reports to provide analysis of process performance across the platform. The reports provide an overview of request and user performance across the platform, an overview of historical performance of a single process, and a deeper dive into an analysis of how the process design informs the performance of requests to that process. The user is able to filter data by date through a hover in each dashboard, and each dashboard carries the user through to the next level down.

These reports pull data from ProcessMaker’s datalake, providing access to previously inaccessible request metadata, and use visualization options from D3.js to enable the types of reporting required for this overview of platform activity. The reports are available in the Analytics section of the platform, creating a dedicated space for data visualizations and analysis, while also being available for use in screens.

There are two types of reports:

• Dashboards: They are reports that display for specific users or groups in your company. Those can be configured by Designers and Administrators as follows:

  1. Create a Display Screen.
  2. Add the Saved Search Chart control to the created Screen.
  3. Configure the Saved Search Chart control with the Analytics type.
  4. Create a Dashboard using the created Display Screen.
  5. Add the created Dashboard to display for a user or a group:

     • When editing a user account, select it in the Home Analytics setting.
     • When editing a group, select it in the Home Analytics setting.

There are default Dashboards in case they are not configured.

• Your Analytics Reports: They are custom reports that System Administrators can configure to display for specific users or groups in your company. Configure Your Analytic Reports in the Analytics Management.