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Workflow Report

Table 53. Availability - Legacy plans


Overview

Workflow Report is available on Business and Enterprise accounts and can be enabled from Wrike Labs by account admins.

Important

This is an experimental feature and as a result, it may have bugs, is subject to change, and may be discontinued at any time. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.

Use Workflow Report to:

  • See the average amount of time tasks spend in a particular status and find bottlenecks in your process.

  • See what percentage of tasks change from one status to another.

  • View the average number of changes from one status to another which occur on a weekly basis.

Enable Workflow Report from Labs

  1. Go to Wrike Labs.

  2. Scroll down to Workflow Report.

  3. Click Enable.

Create a workflow report

  1. Click your profile picture in the workspace’s upper right-hand corner.

  2. Select Settings from the dropdown.

  3. Select the Workflow tab in the left panel and locate the workflow you want to report on.

  4. Click the workflow name to open it.

  5. Click the three-dot menu button and select Create report.

  6. Select the time period you want to report on from the pop-up window.

  7. Click Create report.

The report is emailed to you once ready. How long the report takes to be compiled (and sent to you) depends on how many tasks are being reported on. Please note, you need to download the report from the email to view it.

What the report shows

Workflow reports have four sections, each with a unique diagram. In each section, you’ll see:

  • Arrows connecting one status to another. This lets you know that a status was changed from one status to another.

  • Statuses without arrows leading to or from them. These statuses were not used during the specified time period.

High-level structure

High-level structure shows the percentage of tasks that have changed from one status to another during the specified time period.

  • Percentage next to an arrow is a calculation of: (the number of status changes from status x to status y) / (the total number of changes from that status).

Details by statuses

Details by statuses show how many tasks have been changed to or out of a specific status during the specified time period.

  • Immediately beneath the name of a status, three numbers related to the average changes per week.

    • “+ n (number)” indicates a change to the status

    • “- n” indicates a change out of that status

    • “= + or - n” indicates the average difference of changes to or out of a status

  • Percentage next to an arrow is a calculation of: (the number of status changes from status x to status y) / (the total number of changes from that status).

  • Numbers in parenthesis next to an arrow: the average (per week) number of status changes from one status to another.

Transition delays

Transition delays show how long tasks have been in any given status during the specified time period.

  • Numbers next to an arrow indicate how many days, on average, a task was in a specific status (the status at the start of the arrow) before it was changed.

Complex view

Complex view is a compilation report showing information from all other sections combined into one view.

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