Advanced Analytics & Reporting

Know exactly how every process is performing — and where it gets stuck.

CheckFlow Analytics is a team-wide, filter-driven dashboard that measures checklist and task performance across everything your team runs. Pick a date range, a set of templates, users or tags, and every card, chart and table on the page updates to show how those processes actually performed.

It is different from a report that lists individual checklists. Analytics aggregates the trends — how many checklists you completed last month, which templates take longest to finish, which task is holding everything up — and lets you export the underlying rows to CSV, Excel or PDF when you need them somewhere else.

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5stars

“The best piece of software we use in our department”

5stars

“Helps us make sure nothing is forgotten when onboarding new staff”

- IT Manager, CheckFlow customer

Why Process Performance Is Usually a Guess

Most teams know a process is “a bit slow” or “always late”. Very few can say by how much, since when, or which step is responsible.

⏳

No cycle-time numbers

How long does an onboarding actually take from start to finish? Nobody knows, because nobody has the start and end timestamps in one place. Without a cycle-time figure there is no baseline, and without a baseline there is no way to tell whether a change made things better or worse.

🚧

The bottleneck task is unknown

Every process has one step that takes longer than the rest and drags the whole thing out. When the process lives in email and spreadsheets, that step is invisible — you only see that the checklist as a whole finished late, not which task caused it.

📋

“Who is late?” needs a spreadsheet

Finding out who has overdue work means exporting something, building a pivot table and chasing people for updates. By the time the answer is ready it is already out of date, and the exercise has to be repeated next week.

📄

Management reports built by hand every month

Somebody spends the first two days of every month copying numbers into a slide deck. The figures are a snapshot, they are hard to reproduce, and the effort goes into assembling the report rather than acting on what it says.

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No per-template view

You can see one checklist at a time, but not how the same process behaves across the last fifty runs. Is the client onboarding template getting faster or slower? Which step do users get stuck on every time? Without a per-template view those questions go unanswered.

📤

Exports for BI tools done manually

The finance or operations team wants the data in Power BI or Tableau. Getting it there means a manual export, some clean-up and a re-import every time the numbers are refreshed — and the process usually stops being done after a few months.

One Dashboard for the Whole Team

Filter by date range, template, user and tag

Open Analytics and set the filter bar: the date range you care about, one or more templates, the users involved and any tags. Every card, chart and table on the page updates to match.

The summary cards give you the headline numbers at a glance — checklists started, checklists completed, cycle time, tasks completed, overdue tasks and late tasks — for exactly the slice of work you filtered to.

All dates and times are shown in your local time zone, so a checklist completed at 5pm in your office shows as 5pm, not as UTC.

CheckFlow Analytics dashboard showing filters, summary cards and charts for checklist and task performance

Everything You Need to Measure and Improve Your Processes

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Filters

Narrow the whole dashboard to a date range, a set of templates, particular users or tags. Compare this quarter with last, look at a single team’s work, or isolate one process. Everything is calculated in your local time zone, so day boundaries line up with your working day.

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2

Summary cards

Six headline figures for the filtered period: checklists started, checklists completed, cycle time, tasks completed, overdue tasks and late tasks. The cards are the fastest way to see whether a process is on track before you dig into the charts and tables beneath them.

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3

Activity over time

A trend chart of checklist and task activity across the filtered period, grouped by day, week or month. See seasonal peaks, spot the week the backlog started building, and check whether a process change actually moved the numbers.

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4

Breakdowns

Split the numbers by template to find the slowest process, by user to find who is carrying the most overdue work, and by individual task to find the bottleneck step that delays every run. The breakdowns turn “this process feels slow” into a specific task you can fix.

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5

Detail tables

Row-level grids of every checklist and every task that matches the current filters. When a summary card or breakdown raises a question, the detail tables show the exact runs and tasks behind the number — which checklist, which task, who it was assigned to and when it was due.

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6

Export

Export the filtered data to CSV or Excel for further analysis, save it as a PDF, or print it straight from the dashboard. The board pack, the monthly management report and the hand-off to your BI team all start from the same export.

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Per-template analytics showing how one process performs across every run

Per-Template Analytics in the Library

See how one process behaves across every run

Every template in your Library has its own Analytics tab. The Active Runs donut breaks down the status of every running checklist built from that template, and the All Tasks donut does the same for its tasks.

The Task Status by Assigned User chart shows who is holding which work, and the Task Completion & Status chart shows, step by step, which tasks cause the delays — so you can fix the template rather than chase individual runs.

Alongside the charts you get the figures that matter for that process: active checklists, checklists due within 24 hours, overdue checklists and the average completion time. Toggle between active and completed runs to compare work in progress with the finished history. The view covers all team members.

Need Access To Even More Data?

We Can Provide That To You

Sign up to our Enterprise plan to get direct read-only access to your own dedicated database, so you can analyse your raw data in external tools such as Power BI or Tableau.

We can even develop custom database views to meet your exact requirements.

If you want to access your data over HTTP we can also give you your own private API endpoint.

On every plan, the CheckFlow REST API also exposes analytics endpoints — see the developer page for authentication and the full list of resources.

Questions Teams Answer With CheckFlow Analytics

Set the filters, read the answer. No spreadsheet required.

How many checklists did we complete last month?
Which template takes longest to finish?
Which task is the bottleneck?
Who has the most overdue work?
Is cycle time improving quarter on quarter?
Which team is falling behind?
How many onboardings are in flight?
What was completed late this week?
Which tag has the most activity?
How busy were we each day?
Which runs are still open?
What do I export for the board pack?

Every question above is a filter, a card or a breakdown in CheckFlow Analytics. Try it on your own processes — free trial, no card required.

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Reporting by Hand vs. CheckFlow Analytics

Reporting by Hand

  • Cycle time is estimated, if it is measured at all
  • The bottleneck task is a matter of opinion
  • Overdue work is found by exporting and pivoting a spreadsheet
  • The monthly report takes days to assemble and is stale on arrival
  • No way to compare one process across all of its runs
  • Data reaches Power BI or Tableau by manual export and re-import

CheckFlow Analytics

  • Cycle time is a summary card for any filtered period
  • Breakdown by task shows the bottleneck step in every process
  • Overdue and late tasks are counted, and listed by user
  • Set the date range, export CSV, Excel or PDF — done
  • Per-template Analytics tab covers every run of a process
  • REST API analytics endpoints, plus Enterprise read-only database access

Used By Great Companies

Nintendo
Rapha
ING
John Lewis Partnership
Vodafone
Columbia
Solar Winds
Intuit
Logitech

Frequently Asked Questions

Who can see Analytics in CheckFlow?

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Analytics is available to anyone with the Administrator role, or to any team member who has been granted the Analytics.Viewer permission. Guests, and Members who have not been given Analytics.Viewer, have no access to the Analytics screen. This lets you open the dashboard to a manager or an operations lead without making them an administrator. See the Analytics overview in the docs.

Can I filter analytics by tag?

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Yes. The filter bar at the top of the Analytics dashboard lets you filter by date range, templates, users and tags, and you can combine them. Tag your checklists by client, region, department or priority and you can then measure that slice of work on its own — for example, cycle time for everything tagged “Enterprise” this quarter. Every summary card, chart and detail table respects the tag filter. Details are in the filters documentation.

What is cycle time?

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Cycle time is how long a checklist takes from being started to being completed. CheckFlow shows it as one of the summary cards for whatever period and templates you have filtered to, so you can compare the cycle time of one process against another, or of the same process this quarter against last. Combined with the breakdown by task, it tells you not just that a process is slow but which step is making it slow. The exact definition of each metric is in the metrics reference.

Can I export analytics to Power BI or Tableau?

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Yes, in three ways. From the dashboard you can export the filtered data to CSV or Excel and load it into Power BI, Tableau or any other tool that reads those formats; PDF export and print are also available for reports that need to be shared as-is. Through the REST API you can retrieve analytics data programmatically and keep an external model refreshed. And on the Enterprise plan you can have a dedicated database with direct read-only access, so Power BI or Tableau can connect to your data without any export step at all — contact us to discuss that option.

Is there per-template analytics?

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Yes. Every template in the Library has an Analytics tab that focuses on that one process. It shows an Active Runs donut with the status of every running checklist, an All Tasks donut, a Task Status by Assigned User chart and a Task Completion & Status chart that highlights which steps cause delays. It also lists active checklists, checklists due within 24 hours, overdue checklists and the average completion time, and lets you toggle between active and completed runs. The team-wide Analytics dashboard is for comparing across processes; the template tab is for improving one process. See the Library analytics docs.

Does Analytics include standalone tasks?

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Analytics measures both checklist and task performance across the whole team: the summary cards count tasks completed, overdue and late, the breakdowns include a per-task view, and the detail tables list every matching task row by row. Standalone tasks that have been attached to a checklist count as one of that checklist’s tasks. For the precise rules on which tasks are counted in each metric, and how unattached standalone tasks are treated, refer to the metrics reference and the Tasks page.

Process Improvement Guides & Resources

For live status on every device as tasks are completed, see real-time updates.

Measure Every Process. Fix the Slow Ones.

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