About Insights

Insights can be viewed by users with one of the following roles: Org Admins, Entry Point Admins, Reporters and Approvers.  

Procedureflow Insights is a collection of reports that provide greater analytics detail in a more efficient and interactive visual format. These graphs give you insights into employee engagement, process performance, content freshness and more, to help you make more data-informed decisions.

Insights can pull data for predefined or custom date ranges to show trends over time. Hover over points on the graph to see a tooltip explaining what that datapoint represents.

Note You will only see the Insights menu if you have Reporter role or higher on at least one entry point, and you will only see data for entry points that you are a member of.

FAQ

Will there be historical data in the Insights view, or does it start fresh?

The Insights page will pull from historical usage data, so you’ll be able to view entry point and flow activity as far back as we’ve tracked it.

Is this replacing any current reports?

Over time, yes. Eventually, the new Insights page will replace the 'Reports' section within each entry point, offering a more dynamic, visual, and flexible experience. This won't happen right away and you will be notified in advance.

Can I see usage across multiple entry points at once?

Not at this time - filters are applied per entry point.

Can Admins customize what’s shown in Insights?

Not at this stage. All eligible users will see the same standardized Insights.