Process Summary Dashboard tracks:

• Requests with Pending Steps
• Most Current Approvals
• Most Completed Approvals
• Longest Steps
• Avg. Turn Time by Request Type
• Avg. Turn Time by Submitter Country
• Avg. Turn Time by Submitter Business Area 
• Avg. Turn Time by Submitter Division
• Avg. Turn Time by Submitter Function
• Avg. Turn Time by Submitter Sub Function
• Avg. Step Time by Approver Country
• Avg. Step Time by Approver Business Area
• Avg. Step Time by Approver Division
• Avg. Step Time by Approver Function
• Avg. Step Time by Approver Sub Function
• Collaborations by Assigner
• Collaborations by Assignee
• Approval Map
• Approval Listing

Filters

Click the Hamburger Icon in the top right of the dashboard to apply filters, such as:

• Request
• Submitter
• Approver
• Collaborations

If you want to view steps in a specific range, click the dropdown icon beside the Days Aged filter and select Values in Range. This will limit the results to only steps in the range and exclude any steps that have not aged yet. 

If you want to view all upcoming steps, including those that have not aged yet, change the dropdown to All Values or Values in Range and Null Values.

Blank Option in Step Name Filter

You can use the Step Name filter in Approvers to filter the dashboard for requests in a workflow step.

The system also records when users are added or removed as collaborators. To filter for collaborations, select the blank option in the Step Name filter.

 

You can use the following filters for Approver Collaborations:

• Assigner.
• Assignee.
• Workflow Role: filters editor vs. approver collaboration.
  • Note: this filter will include blank values for requests that do not have any collaboration.
• System Assigned: filters automated approval collaborations.
  • Note: this filter will include blank values for requests that do not have any collaboration.
• Submitter is Approver: filters requests where the submitter is also an approver.
• Collaborator Took Action: filters requests where an approver collaborator took action.

How Do I Find Both Manually and Automated Assigned Approval Collaborators for a User? 

• For manually assigned approval collaborations, select the user's email address in the Assigner filter. In the screenshot below, selecting "akleinmeyer@caseiq.com" would filter for approval collaborations manually assigned to this user.
• For automated assigned approval collaborations, look for the Assigner filter option with the user's email address after “System User”. In the screenshot below, selecting "System User (akleinmeyer@caseiq.com)" would filter for automatically assigned approval collaborations. 
• To find both, select the email address and System User options for the user in the Assigner filter. 

Info Icon

Hovering over the Info Icon in the top left will show the last time Insights was updated along with other information about the dashboard. 

Collaborations Visual

The Collaborations visual shows how often a user (Assigner) has added a collaborator and who they added as a collaborator (Assignee). 

For automated approver collaborators, you will see “System User” before the Assigner's email. 

Clicking a specific Assigner in the Collaborations visual will filter the Approvals Listing table (at the bottom of the dashboard) to show the specific requests they assigned to collaborators.

Approval Map

You will see the following icons in the Approval Map: 

If you hover over icons in the Steps Away column of the Approval Map table, you can see details about the step. 

The Approval Map will have separate lines for Collaborators, Activity, and Party. For multi-recipient requests, the Recipient Name column lists each recipient, the approver, and each workflow status. For single-recipient request types, the Recipient Name will be “N/A”. 

Note: by default, canceled requests and recorded recipients are excluded. 

Approvals Listing

For the Approvals Listing table, you can click a request ID to see more options. You can load the request's details in a new tab by clicking Click Here to See This Request in the Application in the pop-up.

Exporting Data

How do I export or download data from Reporting Insights?

Several icons are located at the bottom of each dashboard. See more information on these options and how they work in the chart below.

Click to enlarge icon images. 

Icon	Description
	Undo the last action.
	Redo the last change you removed with the undo button.
	Reset the entire dashboard back to the default state.
	Not currently used, as all data refreshes run on a schedule.
	Pause updates to the dashboard. This is useful if there are a number of filters that you want to enter without the dashboard updating in between each.
	When you pause update, the button changes to the resume button. Click the Resume button to apply any filters that were changed while updates were paused.
	Not currently used.
	Save or view custom views.  For example, if you need to routinely filter the Transaction Country to only Canada, you can apply that filter on the dashboard and then click this button to save it as a custom view. Then, you can set it as your default view, so, whenever you load the saved view in the dashboard, it is filtered to Canada by default. If you create multiple custom views, use this button to cycle between them.  Note: While Custom Views are a convenient way to save your filter and view settings for future use, they are not guaranteed to persist across future dashboard updates. We recommend using them as a helpful tool for short-term convenience rather than a permanent or critical workflow component. To ensure continuity, please consider documenting key filter selections to reference in the event that they need to be recreated.
	Download the dashboard in a variety of formats.
	Open the dashboard in Full Screen mode. Press Esc on your keyboard to exit full-screen mode.

How Do I Export or Download Data From Reporting Insights?

To download data, select Download at the bottom of the dashboard.

Next, select Crosstab. 

Depending on which dashboard you are viewing, there may be multiple options available to download data. Below is a table that maps the previous Export to the Crosstab to download. 

Type	Dashboard	Export Name	Crosstab to Download
Approvals & Disclosures	Process Summary	Approvals Listing	Approvals Listing
Approvals & Disclosures	Request Listing	Request Listing	Table
Third-Party Management	Engagement Overview	Third-Party Listing	Third-Party Listing
Third-Party Management	TPM Program Metrics	Third-Party Listing	Third-Party Listing
Third-Party Management	Process Summary	Approvals Listing	Approvals Listing
Campaigns	Campaigns	Campaign Listing	Table
Tasks	Tasks	Task Listing	Task Listing
Screening	Screening	Screening Listing	Screening Listing

Once you select the Crosstab data (for example, Approvals Listing), select CSV as a format.