Workflow reports enable teams to evaluate progress at the workflow level and unlock actionable insights through AI-driven analytics. These reports provide insights into detailed workflow-level performance and real-time metrics to optimize customer service workflows and enhance decision-making. Workflow reports analyze the efficiency of the processes and stages through which tasks progress. They often feature data on task distribution across stages, time spent in each stage, and the identification of process bottlenecks.
Workflow Example:
A workflow report might show that tasks spend an average of 2 days in the "In Progress" stage but 4 days in the "Testing" stage, suggesting that the testing phase may require additional resources or process optimization. Additionally, a workflow report can also be generated based on the artifacts used in the initiative.
Figures 4-4 and 4-5 show a standard workflow generated in a digital Kanban tool:
Figure 4.4: Workflow Report (Source: Vabro)
Figure 4-4 above displays Vabro's reporting dashboard, showing task group creation and completion trends over time, with a detailed breakdown of individual task group statuses and priorities.
Figure 4.5: Workflow Report (Source: Monday.com)
Figure 4-5 above displays a Workflow Report, of Monday.com, on employee onboarding metrics with three charts: "Onboarding by department" (bar chart showing counts per department), "Onboarding by site" (bar chart comparing New York and Remote), and "Onboarding by month" (line chart showing a declining trend from March to June 2022). It provides a visual overview of onboarding progress and trends.