Full Statistics Page

One way to consume statistics is through your personal dashboard (see Legacy Dashboard). If you need a deeper insight in what is going on, the Full Statistics page provides you with the perfect toolset. You can consume statistics and charts here at one glance and have the chance to set up your own statistics. You can reach the page by using the Statistics link in the Axon Ivy Portal menu.

Hint

The statistics allow you to evaluate case and task data only. Business data from your processes is not available in these statistics and must be considered separately.

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On the Full Statistics page you see all charts that were previously created. Each chart provides you with the following features:

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  1. The heading of the chart

  2. An info-icon Info icon, providing you with the configuration of the chart

    full-statistics-page-chart-info-detail

  3. Arrow buttons (arrow-right-icon, arrow-left-icon) depending on the position of the chart to allow you rearrangement according to your personal needs

  4. The chart itself. It might provide you with a drill down function down to the task level.

  5. The legend, explaining the part of the charts

HowTo: Create chart

  1. Use the link Add new chart

  2. You are routed to the Chart Configuration page

  3. Select one of the available chart types (see Available charts)

  4. Select and configure one or more of the available filters (see Chart filter criteria).

  5. Click Add to dashboard

  6. The Add statistic chart to dashboard dialog is opened

  7. Enter unique names in supported languages for the chart

  8. Create the chart with the button Ok

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Available charts

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Chart types

Name

Type

Description

Tasks by priority

Donut chart

Displays all tasks assigned to a user or a belonged role categorized by their priority (Low, Normal, High, Exception). The values are shown in percentages.

Case by state

Donut chart

Displays all cases belonging to a user or a role categorized by their state (In progress, Done). The values are shown in percentages.

Tasks by expiry

Bar chart

Displays all tasks assigned to a user or a belonged role categorized by expiry time (Today, This Week, This Month, This Year). The values are the sum of tasks in the respective categories.

Elapsed time of done cases.

Bar chart

Displays the relative elapsed time of all done cases belonging to a user or a role categorized by their Case Category. The values are shown in percentages.

Processed cases in time period

Donut chart

Displays all cases belonging to a user or a role, where at least one task was done during the selected time period. In addition, the chart shows if the related case is still in progress or already done. The values are shown in percentages.

Done cases in time period

Donut chart

Displays all cases belonging to a user or a role, which were done during the selected time period. The values are shown in percentages.

Chart filter criteria

Filter

Description

Time period

Select a predefined time filter (last month, last week, etc.) or set a custom filter selecting a fixed time period with a date picker.

Case categories

Select which case categories should be included in the chart. If you select “Select all”, also new categories created in the future will be included in the chart.

Roles

Select which roles involved in a case/task should be included in the chart. If you select “Select all”, also new roles created in the future will be included in the chart.

Workflow states

Select which status/statuses shall be analyzed (Created, In Progress, Done).

Task priorities

Select which task categories should be included in the chart.

CustomVarFields 1-5

If some business specific data is included in these CustomVarFields, you can select these fields for further filtering.

Task analysis

Portal provides lots of statistic charts, but maybe your business needs further analysis. Therefore, Portal provides Task Analysis that helps you query tasks with filters, then you could export data to excel for further analysis.

Important

You need to have Portal permission STATISTIC_ANALYZE_TASK to use this feature.

HowTo: Access task analysis

On the Full Statistics page, click on Task Analysis.

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Task Analysis page is displayed as below.

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HowTo: Filter tasks

  1. Click on More options of Task filters or More options of Case filters to select one of the available filters.

  2. Click on the newly added filter and configure it.

  3. Add more filters by clicking on More options again.

  4. To reset to no filters, click on Reset.

  5. Drop filters by clicking on the delete-circle-icon icon next to the filter.

  6. When finished, click on Apply filters.

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HowTo: Create new filter

  1. Filter tasks as described in HowTo: Filter tasks.

  2. Click on Save filter.

  3. The dialog Save filter is opened.

    saved-filter

  4. Under Filter name, provide a recognizable name for the filter.

  5. Under Filter visibility, you can select if the filter is only visible to you or shall be available to all users.

  6. Save the filter by clicking on Ok.

Hint

  1. You may also start the creation of a new filter by selecting an existing filter first, reconfiguring it and saving it.

  2. Depending on your permissions you might only be allowed to save filters for yourself.

HowTo: Configure displayed tasks

  1. To choose columns to display, click on Manage columns. Then you could choose displayed columns by checking the related checkboxes.

  2. To sort data, click on the column header. To change sort direction, click on that column header one more time. Note that some columns do not support sorting.

HowTo: Export to excel

  1. All the data that you filtered with selected columns and sort order will be exported. Refer to HowTo: Filter tasks and HowTo: Configure displayed tasks for configuration.

  2. In Task Analysis page, click on Export to Excel.

  3. You could use exported excel file to do further analysis by excel or import it to third-party applications to analyze more.