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 an app for collecting employee information in an organization, and this data is stored in a data table. If you lose any data from this table, you can locate it in the app data and consolidate it by creating a report to have a complete insight into the missing data.

How to create an app report?

• On app view page, select Reports option.

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

• 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 support a Card Layout to display next-step actor details in Parallel and Conditional Workflows. This layout visually presents the actors involved in the workflow, helping users 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.

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