How to enable analysis for a table
Reports and analysis are invaluable tools for gaining insights into your processes, user performance, and workloads. These features allow you to monitor, evaluate, and optimize your operations. To harness the power of reports, follow these steps:
- Enable Analysis for a table by designating specific columns as Grouping or Value fields. This can be achieved by:
- Clicking the 'Edit' button next to the relevant field.
- In the 'Content Settings,' enable 'Grouping field' or 'Value field.'
- Once you've set at least one grouping and one value field for a table, you can start analyzing your data. This enables you to:
- Monitor Process Performance: Understand how efficiently your processes are running, spot bottlenecks, and identify areas for improvement.
- Assess User Contributions: Recognize which users excel in their tasks and who may need additional support or training.
- Distribute Workloads: Determine if some users are overwhelmed and need assistance, or if work can be redistributed more evenly.
- Open the table you want to analyze and navigate to the 'Actions' menu. Click 'Analysis' to access the reporting feature.
- Within the analysis interface, you can:
- Select Aggregate Functions: Define how data is grouped and processed, enabling various types of calculations such as SUM, AVERAGE, COUNT, and more.
- Configure Analysis Parameters: Fine-tune settings to tailor your report's output to your specific requirements.
- Specify Group Parameters: Choose the criteria by which data should be grouped and categorized, allowing you to drill down into the details.
- Visualize with Bar Charts: Present your findings in the form of informative bar charts for a clear and comprehensive overview.