Reporting and Analytics
Reporting and analytics in Workflow help you track progress, identify bottlenecks, and understand how employee events and tasks are performing over time. What you see in this area depends on your role, assigned team privileges, and which analytics features are enabled for your organization.
Analytics features
| Feature | Description |
|---|---|
| Advanced Analytics | Explore data across events, tasks, teams, and users with interactive dashboards and custom reporting capabilities. |
| Custom Dashboards | Create and manage personalized analytics dashboards tailored to your organization's needs. |
| Quick Stats (Legacy) | View at-a-glance statistics on the homepage analytics dashboard. Provides summary counts and trends. |
| I-9 Dashboard | Track I-9 form completion, E-Verify cases, and reverification status across your employee population. |
| Operational Dashboard | Monitor task performance against SLA targets. Configure, view, and download operational reports. |
| Share Dashboard | Share dashboards with other users to provide visibility into task progress and status. |
Access and permissions
Access to reporting and analytics features is controlled by team privileges. Some users may only view standard dashboards, while others can build custom reports, explore data, or schedule analytics for distribution.
Key info
- Not all analytics features are enabled for every customer. Availability and functionality may vary based on configuration and release status.
- For legacy reports (Assignee, Audit, Employee, Event, First Day, Forms, Task Promptness), see the Reports section.