About Insights (Beta)

Insights requires an appropriate pricing plan and 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 reporting dashboards that provide greater analytics detail in a more efficient and interactive visual format. These graphs give you insights into team engagement and process performance and help you to cut down on process times and identify best practices.

While the current reports are limited to the last month, the new Insights dashboards 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

Our first report explores Flow Activity. Future reports may focus on areas such as user activity or management, change management, etc.

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.

During the beta phase…

How to share feedback

Your feedback is important to us! Use the Share Feedback button on the Flow Activity page in the application, or email us at productfeedback@procedureflow.com. We would love to hear what you like, what you don't like, and any suggestions or wish-list items you may have.

Known issues and limitations

• For the first release, users will be limited to filtering for one flow at a time.
• During the beta period, the feature will be available in English only.

FAQ

Can I export the data from Insights?

Not in the initial release, but exporting is something we will be evaluating based on feedback.

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 “Most Viewed Flows” report, 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 in this first version - 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 dashboard.

My preferred language in Procedureflow is set to French, but the Insights feature is showing up in English. Why is that?

During the beta period, this feature will be available in English only. This will allow us to more flexibly iterate based on the feedback received. Once the beta is complete and the feature is generally available, it will be available in French.