How to create a report from app data (App Reports)

App reports offer a powerful tool for analyzing and understanding data within an application. They provide a visual representation of key metrics, such as total records, trends over time, and summaries of data. These reports enable users to quickly identify patterns, trends, and anomalies in their data, leading to more informed decision-making. By customizing the reports based on specific requirements, users can gain valuable insights into their data and optimize their workflows for better efficiency and effectiveness.

In this article, you'll learn how to create a report from the data collected in your app to view all the transactions and related data. This feature is useful when you haven't maintained a separate database for your app and want to see the data from every transaction.

For instance, imagine you have a CRM app that tracks customer interactions, sales data, and follow-up schedules. If you accidentally lose any transaction details, you can retrieve the missing information by generating a report from the app data, ensuring you have a complete overview of all interactions and related data.

How to create an app report?

• On app view page, select Reports option.

• You will land on Reports page, click Create Report tab.

• On Add Report page, you can see a default report name in the Report Name field.

• Edit the Report name if required.

• Next, you will see 5 radio buttons:

  1. Show as a grid: This option will show you the app data in a grid according to the selected data columns and date range.

  2. Show as a map: TBD

  3. Show Count: This option will show you the number of records entered in the app between the selected date range.

  4. Stepwise TAT Reports: With this option get the big picture of how long things take in each workflow step. These reports help spot delays and areas for improvement, making the whole process smoother and faster.

  5. Transaction-wise TAT Reports: Want to dive deeper? These reports break down the time for each individual transaction step by step. Perfect for finding specific hiccups and making sure everything runs like clockwork.

• Select Show as a grid radio button.

• Below the radio buttons, on the left, you will see the list of form elements which you placed in the application.

• Drag-and-drop the elements on to the right to construct the grid report with those form elements.

• Click Save.

• You can see the saved report in the app report list page.

Note

In addition to the existing report types, App Reports now supports a Card Layout that displays next-step actor details in Parallel and Conditional Workflows. This layout visually highlights the actors involved in the workflow, making it easier for users to track who has completed their action and who has not.

• Parallel Workflows: When multiple actors are assigned to a step, the report presents them in a card format, allowing users to track each individual's progress efficiently.

• Conditional Workflows: Based on predefined conditions, the report highlights the specific actor responsible for the next step, ensuring a clear and streamlined task transition.

TAT Reports in Applications

Turnaround Time (TAT) reports, on the other hand, focus on analyzing the time taken for different stages or steps within a workflow. They provide detailed insights into the efficiency of processes, helping identify bottlenecks and areas for improvement. TAT reports enable users to track the time taken for each transaction or step, allowing for a more granular analysis of workflow performance. By identifying and addressing delays or inefficiencies, organizations can streamline their processes and improve overall productivity.

Types of TAT Reports:

• Stepwise TAT Report: Step wise TAT Report tracks how much time each step in a process takes for multiple transactions. This means it looks at all the transactions together and finds out which steps are working smoothly, and which steps are slowing things down.

Example

Think about a bank that processes loan applications. Every loan application goes through these steps:

• Step 1: The bank checks if all the required documents are submitted (Document Verification)

• Step 2: The bank verifies the applicant’s financial history (Background Check)

• Step 3: A bank manager reviews and approves the loan (Manager Approval)

Now, imagine that many customers are experiencing delays in getting their loan approved. The bank uses a Step wise TAT Report to analyze the process.

What does the report show?

• It finds out that most applications get stuck at the Background Check step.

• It means this step takes longer than it should for most customers.

• Other steps (like document verification and manager approval) are faster in comparison.

How does this help?

• The bank now knows where the problem is.

• They can find ways to speed up the background check step, such as improving the process or adding more resources.

• This helps speed up all loan applications, so customers get their loans quicker.

In simple terms, Step wise TAT Reports show the bigger picture of delays and help businesses improve their overall process.

• Transaction-wise TAT Report: Transaction-wise TAT Report tracks how much time each step takes in a single transaction. Instead of looking at all transactions together, this report focuses on one specific case and finds out where exactly the delay is happening.

Example

Let’s go back to the loan application process at a bank. Imagine a customer named John applies for a loan. His application goes through these steps:

• Step 1: John submits his documents (Document Verification)

• Step 2: The bank checks John’s financial history (Background Check)

• Step 3: The bank manager gives final approval (Manager Approval)

John expects his loan to be processed in 3 days, but it’s already been a week, and he hasn’t received approval. The bank uses a Transaction-wise TAT Report to check exactly what went wrong in John’s case.

What does the report show?

• It finds that John’s application got stuck in the Document Verification step for 4 extra days.

• Other customers' applications are moving smoothly, but only John’s case has this delay.

• The issue might be because John submitted an unclear ID document, requiring extra review.

How does this help?

• The bank now knows the exact issue instead of guessing.

• They can quickly contact John and ask him to submit a clearer document.

• This ensures that John’s loan gets processed faster without making changes to the entire system.

In simple terms, Transaction-wise TAT Reports focus on one customer’s transaction and help businesses quickly identify and fix individual delays.

Configuring the Step wise TAT Report:

• Follow the standard App report creation process.

• On the Add Report page, select the Show Step wise Avg TAT radio button.

• Edit the report name if needed and click Save.

• The report will now appear in the App Reports List.

• Click the View icon next to the report to see the Step wise TAT Report details.

What you’ll see in the Step wise TAT Report

• Step Details: Lists each stage in the workflow.

• Task Deadline: Shows the allocated time for each step.

• TAT (Turnaround Time): Displays the actual time taken for completion.

• Graph View: Click View Graph to see a visual comparison of Average TAT vs. Task Deadline. (Downloadable as PNG/PDF).

Customizing the Report

To customize the report, users can apply filters such as:

• Date Range: Choose a predefined range (Last 7 days, Last 30 days, etc.) or set a custom date range to focus on specific periods.

• Choose Columns: Select specific columns based on your preference to display in the report.

Once filters are applied, the report dynamically updates, showing only the relevant data based on your selections.

Saving and Exporting the Report

• Export the report in Excel format with or without filters for further analysis.

• Click Save as New Report button to store the filtered version in the App Reports List page for future reference.

Configuring the Transaction wise TAT Report:

• On the Add Report page, select the Show Transaction-wise Avg TAT radio button.

• Edit the report name if needed and click Save.

• The report will now appear in the App Reports List.

• Click the View icon next to the report to see the Transaction-wise Avg TAT Report details.

What you’ll see in the Transaction-wise TAT Report:

• Task Name: Displays the specific task performed at each step of the transaction.

• Task Deadline: The expected time within which the task should be completed.

• TAT (Turnaround Time): The actual time taken to complete the task (formatted as DD:HH:MM:SS).

• Average TAT: Displays the overall average turnaround time for all listed tasks.

Customizing the Report

To customize the report, users can apply filters such as:

• Date Range: Choose a predefined range (Last 7 days, Last 30 days, etc.) or set a custom date range to focus on specific periods.

• Filters: Apply filters based on the application fields.

• Choose Columns: Select specific columns based on your preference to display in the report.

Once filters are applied, the report dynamically updates, showing only the relevant data based on your selections.

Saving and Exporting the Report

• Export the report in Excel format with or without filters for further analysis.

• Click Save as New Report button to store the filtered version in the App Reports List page for future reference.

With these reports, you'll see your workflow in a whole new light. Better decisions, smoother processes and more efficiency and insights! Checkout the videos below to know how to create TAT Reports.

Step wise TAT Report:

Transaction Wise TAT Report: