Reports

Reports in Fluix Tasks | Project Management and Reporting Capabilities

Reports is a new functionality in Fluix Taskstream developed to help you monitor and analyze your team activity, work progress, and document flow. It empowers data-driven decision-making and achieves business excellence across operations.

What are the key benefits of Reports?

This functionality can improve your routine and reduce the monotonous manual tasks you complete on a daily basis. It is reached in specific ways below.

• Visualization:
  You can create dashboards with intuitive widgets and visual elements to gain clear insights into your processes in specific Taskstreams.

• Reports Customization:
  Create tailored reports with specific data parameters, timeframes, view modes, and broad filter capabilities, allowing you to monitor project milestones and analyze performance trends effectively, or track task completion progress.

• Centralized Data Hub:
  Consolidate data from forms and task activity into your reports, providing a single source of truth to monitor all your processes, ensuring data integrity and consistency.

• Easy Sharing:
  Reports can be shared with team members, stakeholders, and collaborators via links, as CSV files, or by integrating with third-party tools such as Power BI or Tableau, ensuring consistency across platforms.

• Saved Configurations:
  Save report configurations with columns and filters for quick access to frequently used reports, eliminating the need to start from scratch and enabling efficient navigation to specific processes.

Use Case example

Picture this: the participants of the flow are engineers who submit the time off forms and their supervisors who approve them. The supervisors have two options regarding the time off request: they can approve it and archive it to the Fluix File Storage or return it to the engineer in case the form was filled out incorrectly. 
Check below how such process will look like in Fluix. To learn more about how to create Taskstream in Fluix, check this article.

How to configure Reports to collect customized data from the submitted processes?

Navigate to the Reports section and tap Create Report. Select the view type for your report: by Process or Form, and tap Continue. On the left, you will see Data filled in Forms section, click on it to open the Report Builder.

Select the Taskstream and Form from the dropdowns from which you would like to fetch data. Then, select the fields from the form your users fill out in Fluix. In our example, we’ll demonstrate how to create a report on the frequency of the Time off requests within the project to analyze the current tendencies. We’ll select the field Name to see who from the engineers requested time off and the Purpose field to see the tendency of the latest requests. Then, click Add button.

The final report will look like this.

In the opened report, you will see two options which can be done with report:

• Modify – in case you would like to adjust the configuration of the report by adding or deleting specifica columns; 

• Actions – which includes the following actions that can done with the report:

1) Share link with Admins — You may copy the link to share it with your team. By sharing these links, other Fluix admins can open and check the exact report you created. Please note: to check the shared report, your team members should have Admin permissions in your Fluix account;
2) Download CSV — You may download the CSV file with the filtered data as a report to share with your team, stakeholders, or management as a file;
3) Rename — You may adjust the name of this report to make it more clear to other admins; 
4) Duplicate — You may duplicate this report first, adjust it further, and select other data that you would like to check in a separate report. 
5) Delete — You may remove this report from the Fluix account.

Feel free to contact us at support@fluix.io if you have any questions on setup.

Customizing and Sharing the Report

By clicking Customize, you may build a report tailored to your business needs and requirements in our Reports Builder.

On the sidebar, in the Columns section, you may select the columns data from which will be displayed in your report. Additionally, you may delete the columns that are no longer needed or move them by dragging them over. The number of columns that can be added to the report is unlimited. The data that can be added is filtered into separate sections, such as General with basic information about the tasks, Performers, which mostly contains information on who worked or is working on a task, Forms, Productivity, etc.

Select the parameters you would like to add to your report to see the full overview of the performance based on your business needs.

Please note: the first column (Process or Form) is added by default and cannot be deleted or moved.

After you select all the needed parameters on the sidebar in the Columns section, click Apply to check the modified report. The Widgets in the Report Builder will automatically pull the data according to the selected parameters.

After customizing your report, there are two options for how you can use it:

• You may click Apply Changes to publish the modified version of the report that will be available in the Activity Status section.

• You may share the link to the customized report with your team members by clicking Share and selecting one of the options from below:
  1. Link for Admins. You may copy the link to share it with your team. By sharing these links, other Fluix admins can open and check the exact report you created. Please note: to check the shared report, your team members should have Admin permissions in your Fluix account.
  2. CSV. You may download the CSV file with the filtered data as a report to share with your team, stakeholders, or management as a file.

In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.

How to extract data from completed forms

Fluix Datasets

Data collected by remote teams in forms in the Fluix app can be automatically aggregated and extracted into spreadsheets for further export and analysis.

How to start extracting data?

Data is extracted from forms that were filled out and submitted by your end-users within Fluix taskstreams. The data is saved to a report called Dataset and can be then downloaded in Excel/CSV.

To create a dataset:

1. Navigate to the Data section of Fluix admin portal, tab Datasets.
2. Click New Dataset, name it, and click Create.
   
   

Note: If there are no taskstreams yet, create one first, with the forms that you would like to extract data from.

3. Select the taskstreams and then the forms you need the data from.

Each dataset will include the list of submitted forms, columns with the fields, and data that was collected in the forms.

By selecting any dataset, you can Rename,  Share as CSV/Excel, or Delete it.

Feel free to contact us at support@fluix.io if you have any questions or comments.