Process analytics and reporting. See where every process gets stuck.
Pick a date range, templates, people or tags, and every card, chart and table shows how those processes actually ran: how long they took, what ran late and which step held things up.
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Process analytics in CheckFlow comes in three views. Analytics is a team-wide dashboard of trends: checklists started and completed, cycle time, overdue and late tasks, and breakdowns by template, person and step. The Reports Grid is a live, filterable list of every checklist with the answers people gave. Template Analytics, in the Library, shows one process at a glance. Analytics and Reports export to CSV, Excel or PDF, for managers and operations leads.
From “it feels slow” to the step that is slow.
A real cycle time
Start and finish are recorded for every checklist, so the average time a process takes is a number, not a guess.
The bottleneck has a name
Bottleneck Tasks ranks the steps most often late or overdue, so you fix the step rather than chase the run.
Reports without the spreadsheet
Filter, save the view and export. The monthly report starts from the same grid every time.
Analytics
One dashboard for the whole team
Open Analytics and set the filter bar: a date range (the last 30 days by default), templates, users and tags. Click Apply and every section recalculates together, so the page always reflects one consistent set of filters. Dates are read in your own time zone, so the first and last day are full working days where you are.
Six summary cards give the headline figures: checklists started, checklists completed with the completion rate, average cycle time, tasks completed with the share on time, tasks overdue, and tasks completed late with the average turnaround. The By Template breakdown then compares your processes side by side; click a row to focus the whole dashboard on that template.
- Activity Over Time charts the same figures by day, week or month
- Standalone tasks are counted too, in a row of their own
- Open to Administrators and Members with the Analytics.Viewer permission
Breakdowns
Find the slow process, the overloaded person and the late step
By User shows, for each person, the tasks assigned to them, how many they completed on time and late, their on-time rate, what is overdue now and their average turnaround. Bottleneck Tasks groups each step across every run of its template and ranks it by how often it was late or overdue. A step that occurs often with a high rate needs more time, clearer instructions or a different owner.
When a number raises a question, the detail tables underneath list the exact checklists and tasks behind it: which run, which task, who it was assigned to, when it was due and who completed it. Attached tasks are labelled as attached, so they are easy to tell from the checklist’s own.
- Every breakdown and detail table can be sorted, searched and exported
- Click a person to focus the dashboard on their work
- Template versions are shown in the checklist detail
Reports
The Reports Grid: a live list of every checklist
Reports answer a different question: which checklists are in this state, and what did people answer? Each row is a checklist, with its template, assignees, start and due dates, status, overdue tasks, tasks completed, next task and tags. Built-in views cover All Checklists, Active Checklists, Assigned to Me and Overdue, and Administrators also get Archived Checklists.
Pick a single template and you can add a column for any of its tasks, showing each run’s status for that step, and for the answers given in its fields. Save the result as a custom view, private or shared with people, groups or the whole team. The grid updates in real time as people work, and exports to CSV, Excel or PDF exactly as you have set it up.
- Text, date, drop-down, multi-choice, members and file answers as columns
- Administrators can archive, restore or delete checklists in bulk
- Open to every Administrator and Member; sharing views needs Report.Creator
Which view
Reports, Analytics or Template Analytics?
Three places show what has happened, and each answers a different question.
| View | Reports Grid | Analytics | Template Analytics |
|---|---|---|---|
| Answers | Which checklists are in this state, and what did people answer? | How are we doing over time, and where are the bottlenecks? | How is this one process performing? |
| Works on | Individual checklists and their field values | Trends across checklists and tasks | Every run of a single template |
| Where | Reports, in the navigation | Analytics, in the navigation | The template’s Analytics tab in the Library |
| Live | Updates in real time | Recalculates when you click Apply | Loads when you open the tab |
| Export | CSV, Excel or PDF | Copy, CSV, Excel, PDF or print, per grid, including per template | View in the app; no export |
Questions
Questions teams answer without a spreadsheet
Each of these is a filter, a card or a breakdown.
- 01
How many checklists did we complete last month?
Set the date range to last month and read the Checklists Completed card, with the completion rate beneath it.
- 02
Which process takes longest?
Sort the By Template breakdown by average cycle time.
- 03
Which step holds everything up?
Bottleneck Tasks, sorted by the late or overdue rate.
- 04
Who has the most overdue work?
By User, sorted by Overdue. Click the name to see only their work.
- 05
Is cycle time improving?
Compare one quarter with the next, or watch Activity Over Time by month.
- 06
What did each client answer?
A Reports view for one template with its field columns added, exported to Excel.
Get the data out
Exports, and your own database on Enterprise
Every grid exports
Each breakdown and detail table has Copy, CSV, Excel, PDF and Print buttons, and exports what the current filters show.
Exporting analyticsReports as files
A report exports to CSV, Excel or PDF with the columns you chose, including task and field columns for a single template.
Report columnsA dedicated database
On the Enterprise plan, at $18 per user per month ($16.20 billed annually) with a minimum of 5 users, you can have a dedicated database with read-only access, so you can query your raw data directly from tools such as Power BI or Tableau.
Talk to us
Analytics, Reports and Template Analytics are included in the Business plan at $10 per user per month, or $9 billed annually.
Analytics stays in the app. AI handles the rest.
There is no analytics tool in the MCP server or the REST API v3, so trends and cycle times live on the Analytics dashboard. An assistant can still answer the day-to-day questions.
What is overdue right now?
Over the MCP server, Claude, ChatGPT, Gemini, Grok, Copilot or any other AI assistant can read open and overdue work from the Tasks Grid and the checklists the key can see, then comment, reassign or snooze.
Read the MCP guideFix the bottleneck in the template
Found the slow step? Regenerate or refine the template with AI, then check the next quarter’s numbers.
Try the AI generatorEvents for your own warehouse
Webhooks post to your endpoint when a checklist is created or completed and when a task is completed, so your own systems can keep a record.
Developer overview
What is overdue for the IT group today?
assignee: "Group: IT" status: "Overdue"
Two: "Ship monitor and headset" on Jo Patel’s onboarding, due Wednesday, and "Rotate the backup encryption key" on the October maintenance checklist, due yesterday. For trends, open Analytics.
Processes worth measuring.
Run them for a quarter and the cycle time tells you where to look.
Analytics and reporting questions
Who can see Analytics in CheckFlow?
Administrators, and any Member who has been given the Analytics.Viewer permission. Guests, and Members without the permission, cannot open Analytics. That lets you give a manager or operations lead the dashboard without making them an Administrator. Reports are open to every Administrator and Member.
What is the difference between Reports and Analytics?
Reports list individual checklists, one row each, with their status, progress and, for a single template, each task’s status and each field’s answer. Use them to find, list and export checklists. Analytics aggregates trends: volumes, completion rates, cycle time, overdue and late work, and breakdowns by template, person and step. Template Analytics, in the Library, does the same for one process.
Can I filter analytics by tag?
Yes. The filter bar takes a date range, templates, users and tags, in any combination. Tag checklists by client, region, department or priority and you can measure that slice on its own, for example the cycle time of everything tagged “Enterprise” this quarter. Every card, chart and table respects the filters.
What is cycle time?
Cycle time is how long a checklist takes from being started to being completed. CheckFlow shows the average as a summary card for whatever period and templates you filter to, in hours under a day and in days above that, and per template in the By Template breakdown. Combined with Bottleneck Tasks it tells you not just that a process is slow but which step makes it slow.
Can I export analytics to Power BI or Tableau?
Yes. Every analytics grid and every report exports to CSV or Excel, which Power BI, Tableau and other tools read, and to PDF or print for sharing as it is. On the Enterprise plan you can also have a dedicated database with read-only access, which Power BI, Tableau or any tool that can read a database connects to directly, with no export step. Contact us to discuss it.
Is there per-template analytics?
Yes. Every template in the Library has an Analytics tab: donuts for the status of current runs and their tasks, a chart of each person’s tasks by status, a chart of each step’s completion, and figures for checklists in progress, due today and overdue, plus the average completion time. Switch on Show Completed Runs to include finished checklists. That tab is for viewing in the app; to export per-template figures, use Analytics, whose By Template breakdown and template filter export like every other grid.
Does Analytics include standalone tasks?
Yes. Unattached standalone tasks are counted in the task figures and grouped in a Standalone Tasks row in the By Template breakdown, dated by when they were created. A task attached to a checklist is counted under that checklist’s template. Filtering by template or tag leaves unattached standalone tasks out, because they have neither. See tasks.
Does the Reports Grid update in real time?
Yes. The Reports Grid updates as people work, the same way checklists, the Tasks Grid and the Library do. The Analytics dashboard is different by design: it recalculates when you click Apply, so every figure on the page comes from the same moment.
Measure every process. Fix the slow ones.
Run a few checklists in a free trial and open Analytics.
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