• Monitoring and Reporting
  • Flow runs overview
    • Latest Flow Runs in Detail
    • Flow runs overtime
    • Users
  • Recent flow runs
  • Documents overview
  • Filters
  • Categories

Monitoring and Reporting

The Reporting page provides comprehensive insights into flow executions, document generation, and user activity within a project. It helps administrators monitor performance, analyze usage trends, and export execution data using dashboards, filters, and custom reporting views. There are two main sections:

• Monitoring - The Monitoring data is intended to troubleshoot operational issues and provides full insight into recent activity. This data is cleared by the clean-up service. The following sections are available under Monitoring.

  • Flow runs overview

  • Recent flow runs

  • Documents overview

• Reporting - The Reporting section provides insights into product adoption and utilization. This data provides less detail, but is not cleared by the clean-up service and allows administrators to discover trends over a longer period of time. The following Categories are available under Reporting.

  • User statistics

  • DPU consumption

  • Flow utilization

  • Template utilization

Documents overview

• The Documents overview page gives a report on the documents generated.

• You can filter the documents based on the user who initiated the flow, start and end date of the flows (that generated documents), and document types.

• The Documents over time dashboard displays all the documents generated over a period of time in a bar chart. You can select the time intervals from the dropdown and further choose to view the documents either in Aggregate or Compact view.

• The Document per user dashboard displays the total number users who have generated documents in a pie-chart. The Documents per typedashboard displays the total number documents generated in a particular type (PDF, DOCX, XML, etc).

• Export the flow executions run within the project into one file (*.csv). You can either download all the reports or refine them using the filters enabled inExport Flow Execution dialog box.

  • In case you select All in Export Flow Execution dialog box, enter the flow name and check the Include flow execution state (optional) to view the execution details, generated document information, JSON payload, and runtime details.

  • In case you select Apply Filters, the filters are similar to the Filters explained in the above table. Apply the filters as per business requirement and export the file.

  

Categories

Experlogix Smart Flows provides four reporting categories to track, user login, document generation, flow execution, and template usage. They enable users to create custom views and gain actionable insights based on key attributes such as time, environment, usage patterns, and user details. The table below gives a detailed description of each statistic page and list all the corresponding supported fields:

Statistic Type	Description	Supported fields
User statistics	The User Statistics page allows you to track all the user login events. You can create custom reporting views based on User Name,Tags, User ID, and Time Period. For example, you can create a reporting view that lists all users who initiated flows from France within a selected time range.	User Name User Tags User IDs Timestamp
DPU consumption	The DPU Consumption page allows you to track all events that consumed Document Processing Units. Each document generated counts as one DPU. You can create custom reporting views based on Time of document generation, document name and type, number of DPUs consumed, environment (Test or Production), associated template, user details, and so on.	Consumed By ID Consumed By Name Consumer Tags Content Type Document Name DPU Consumed Flow ID Flow Name Flow Tags Flow Trigger Phase Template ID Template Language Template Name Template Tags Template Type Timestamp
Flow utilization	Flow utilization page lists all the flows execution events in the current project. You can create custom reporting views based on attributes such as the flow initiation time, environment (Test or Production), flow triggers (for example, connectors), and executor tags.	Executed By Execution ID Executor Tags Flow ID Flow Name Flow Tags Flow Trigger Phase Timestamp
Template utilization	Template utilization lists all the document generation events. You can create custom reporting views based on attributes such as Template, name, type, tags, language, output format, and user details.	Flow ID Flow Name Flow Tags Flow Trigger Output Format Template ID Template Language Template Name Template Tags Template Type Timestamp Used By ID Used By Name Used By Tags

Based on the above categories, users can create custom reporting views. For more information see, Create Reporting View.

Below are the common actions that users can perform across all the category pages:

• Name Name - Select the dropdown icon to select a reporting view created under the corresponding category. If the view is created by the current user, then the Edit icon is displayed beside the view. If it is a system view, then the View icon is displayed.

• View - Select the icon to display the fields used in the current reporting view. System views are displayed in read-only mode, whereas custom views are displayed in edit mode.

• Create View - Select the '+' icon to create a new reporting view. For more details, see Create Reporting View.

• Duration - Select the drop-down icon to select the different time duration (last hour, last four hours, last week, last 365 days, etc) and filter the view.

• Data & Aggregate -

  • Select Datato view the report data in list format.

  • Select Aggregateto view the reports in different groups, for example: you can view the DPU consumed per document or list of templates associated per document name. This includes bar chart, pie-chart, pie-grid, and tree-map.