Create a report to track workflow usage (Edify App)

This article explains how to create a report to track workflow usage in Edify App.

Overview

This guide describes creating a report showing the paths your workflows take. Workflow usage reports are the foundations of Sankey charts, which show branches representing workflow module paths.

Workflow usage reports include the following information:

• Workflow item type.

• Workflow item label.

• Previous workflow item (the workflow module that flowed to the specified module).

• Previous workflow time label (the name of the previous workflow module).

• Count (the number of times the module is activated in the given time frame).

• Path number (the location of the module in the workflow, i.e. the nth (1st, 2nd, 3rd, etc.) module).

See the screenshot below for an example of the completed report. Continue reading this section for steps on how to create the report.

For more information about Sankey charts, see: Create a Sankey chart (Edify App)

Steps

1. Log into Edify App at app.edify.cx.

2. Navigate to Analytics.

3. Click the New Report button in the top-right corner of the screen.

4. Provide a name for the report in the pop-up modal and choose the Workflow Tracking data source.

5. Click the Save button to create the report.

Once you’ve created the report, you can configure columns, groups, and filters to show workflow usage. 

The Workflow Tracking data source is unique because its columns are preset; users can’t configure them. Instead, you can choose what workflow you want to view usage information for. You can also modify, add, or remove filters.

By default, the default filters show workflows that have started on the current date and haven’t ended yet.

6. Choose the workflow you want to view.

7. Choose the workflow version you want to view.

8. Click the Filters button to review filters. You can choose to delete or modify the filters to suit your needs.

9. Click the Save button in the top-right corner of the screen to save the report.

Next steps

To make the workflow tracking report more useful and readable, view this article on making a Sankey flow chart for it: Create a Sankey chart (Edify App)