Standard Chart Explanation

All standard charts work on the standard data model, which is based on the standard set of tables that Advanced Reporting creates in the database.

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Most popular flows

This chart visually indicates the number of Forms for each Flow that have been created within the selected time period. The larger the area in the chart, the greater the number of forms.

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Accessing the chart

The Most Popular Flows chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Tree map

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Interpreting the data

This shows which Flows are used most frequently and which ones are used less frequently. For frequently used Flows, it indicates where Flow improvements might deliver the most payback. For less frequently used Flows, it may indicate that more effort is needed to drive user adoption.

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Drills down to

Flow usage pattern chart

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Flow usage pattern (Spline)

This chart indicates usage patterns of the flow throughout the year selected and includes both in progress and complete Forms.

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Accessing the chart

This chart is available as a drilldown from the Most Popular Flows chart.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Spline

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Interpreting the data

This chart shows the usage pattern of a Flow throughout the year. With a previous year selected, this chart can reveal patterns of activity in the business, which can be used to plan operational resourcing. With the current year selected, this chart lets you monitor current form volumes, which can help inform timely resourcing decisions.

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Drills down to

Clicking on the highlighted data points will drill down to a list of forms.

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Power users

This chart highlights the people who are using your automated Flows the most. Power users are those who have been assigned more than 100 steps in a flow in the selected period. This number can be adjusted to suit your use case in the chart filter settings.

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Accessing the chart

The Power Users chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Wind Rose

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Interpreting the data

This chart shows you who in the organisation has been assigned the most steps in a year, which indicates who is participating in automated processes the most. These power users are a great source of suggestions for Flow improvements and Form design, to make your workflows even more efficient. Power Users can also be good candidates to train up as Flow builders, as they’re already familiar with FlowForma.

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Drills down to

Flow Usage chart

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Flow usage chart

This chart shows which Flows a user is participating in the most.

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Accessing the chart

This chart can be drilled down to from a number of higher level charts, namely from the Power Users, Occasional Users and User Flow Participation charts.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Bar Chart

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Interpreting the data

This chart shows you what Flows your users are using. The information shown varies depending on where the chart was drilled down from.

• If accessed from the Power Users chart, the Flow Usage chart will show Flows where the user has been assigned more than 100 steps in the time period selected.
• If accessed from the Occasional Users chart, the Flow Usage chart will show Flows where the user has been assigned between 10 and 99 steps in the time period selected.
• If accessed from the User Flow Participation chart, the Flow Usage chart will show all Flows the user has been assigned a step in the time period selected.

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Drills down to

No further drill down.

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Occasional users chart

This chart shows the FlowForma Occasional Users in an organisation. These are users assigned between 10 and 99 steps in the selected time period. This number can be adjusted in the chart configuration.

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Accessing the chart

The Occasional Users chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Wind Rose

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Interpreting the data

This chart shows you who in the organisation, outside of the Power Users, has used process automation over the selected time period. The larger the coloured triangle associated with a user, the more steps they’ve been assigned in the selected time period. Users who are only occasionally using Flows are a good source of suggestions for new Flows, and may be in departments that have little automation to date.

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Drills down to

Flow Usage chart

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Overdue forms in progress chart

This chart shows Forms that are in progress that are marked as being overdue.

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Accessing the chart

The Overdue Forms in Progress chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management

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Chart type

Variable Width Bar

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Interpreting the data

When a Flow is defined in Flow Builder, you can set an estimated completion time for the Flow and for each individual step. This setting is used to calculate the estimated completion date for the Flow and for each step. Note that a Form can be overdue while a step is still on time. This chart shows you forms that are currently in progress that are overdue.

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Drills down to

Overdue Forms chart

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Overdue forms chart

This chart shows Forms that are overdue for the selected Flow.

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Accessing the chart

The Overdue Forms chart is only accessible via drill down from the Overdue Forms in Progress chart.

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Filter

One or more Years

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Target audience

Operations management

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Chart type

Table

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Interpreting the data

The chart provides a list of Forms that are overdue. It highlights the number of days each Form is overdue, and the number of days it’s been overdue at its current step.

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Current workload chart

This chart shows steps across all Flows and who they are assigned to.

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Accessing the chart

The Current Workload chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management

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Chart type

Spline Area

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Interpreting the data

The chart shows steps currently in progress across all Flows and who they’re assigned to. It illustrates the distribution of work across all process participants and highlights potentially unequal distribution of work, or where backlogs are occurring.

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Drills down to

Workload Details chart

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Workload details chart

This chart shows details of every step that is assigned to a workflow participant.

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Accessing the chart

The Workload Details chart is only available via drill down from the Current Workload chart.

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Filter

One or more Years

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Target audience

Operations management

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Chart type

Table

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Interpreting the data

The chart shows key details of forms and steps that are in progress. It highlights whether items in progress are overdue at the current step, and shows the number of days an item has been in progress.

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Drills down to

No further drill down.

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User flow participation

This chart provides information about the flows that each user is using.

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Accessing the chart

The User Flow Participation chart is available to add to your dashboard from the Home category.

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Filter

One or more Years

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Target audience

Operations management, Automation champions

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Chart type

Table

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Interpreting the data

The chart lists all users who have been assigned a step in the selected time period. When you drill down to the Flow Usage chart, you can see all Flows a user has been involved in during the selected time period.

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Drills down to

Flow Usage chart