The Analytics App is an extension to Firmstep Dash that can present data about all published processes, using data from the nightly data extract. It works 'out of the box' to present process data without any additional configuration or design effort, and can be tuned to present specific data to specific users in specific ways as required.
It shows core information about all processes, including the range of dates that processes were started and completed, and the number of active and completed processes. For each process, it shows case data. You can filter by date range for completed cases, or just show active cases. There is a CSV download option, and search-as-you-type filtering.
Data can be presented on a map wherever the underlying data holds coordinates - either from a Forms Map field or separate text fields containing latitude and longitude
Dynamic graphs allow you to break down data by any useful measurement to visualise the data easily. The app performs a heuristic analysis of the data to determine which fields are useful to use as report criteria.
A workflow timings analysis shows how long cases tend to spend waiting at each workflow stage. Outliers can be easily identified and investigated to identify ways to optimise and improve processes.
An administration process allows a central team to grant access to specific data to other users and AD Groups.
Profiles can limit which fields are shown, for example to hide calculations and other unimportant fields.
Profiles can also limit which rows are shown - useful where specialist teams only interact with a subset of the process data.
Profiles can also implement a data retention feature, removing out of date data from the local store automatically.
The Analytics App uses Dash Pagebuilder and Forms integrations to operate the user experience.
Additional SQL tables, views and procedures are added to your data extract database to hold profile information, and maintain metadata about the information written by the Firmstep platform.
Active Directory integration with the SQL server is required to use groups for permissions on Analytics App profiles.
The techniques used in the Analytics App can be used to present other dynamic information through Dash - for example an Internal Phone Directory powered by Active Directory data.