NOTE
The Process Metrics report will be discontinued on April 3rd, 2024. You can find the same raw data from this report throughout Ironclad. Refer to the content below to learn how.
Process Metrics Data
The Process Metrics has a total of seven (7) tabs. These include:
- Overview (Red)
- Workflow Steps Breakdown (Red)
- User Actions (Red)
- Pivots (Gray)
- Workflows (Blue)
- Workflow Actions (Blue)
- User Groups (Blue)
Of these, three (3) spreadsheets — Workflows, Workflow Actions, User Groups — provide raw data, upon which all other pivot tables and charts are built.
Below are instructions on how to find that same raw data for the base three (3) spreadsheets in blue.
Workflows
To learn more about exporting workflows from the Dashboard, refer to Export Workflows From Your Dashboard.
- In Ironclad, click on the Dashboard tab.
- Filter your workflows.
- Click Export.
- Select All Columns.
- Select Spreadsheet (.xlsx) as the file format.
- Click Export.
| Process Metrics | Dashboard Export | Notes |
|---|---|---|
| Workflow ID | Workflow Id | |
| Workflow Title | Record Name | |
| Workflow Type | Workflow Configuration Name | |
| Status | Stage |
In Process Metrics, the “Status: Step” pairings are:
In the Dashboard Export, the “Stage Index: Stage” pairings are:
|
| Step | Stage | See above |
| Creator Name | Workflow Creator Name | |
| Creator Email | Workflow Creator Email | |
| Created (Local Time Zone) | Workflow Created Date | Timestamps are in local time. |
| Creation Complete (Local Time Zone) | Workflow Create Step Completed Date | Timestamps are in local time. |
| Review Complete (Local Time Zone) | Workflow Review Step Completed Date | Timestamps are in local time. |
| Signature Request Complete (Local Time Zone) | Workflow Sign Step Completed Date | Timestamps are in local time. |
| Completed (Local Time Zone) | Workflow Completed Date | Timestamps are in local time. |
| Days in Creation | Create Step Duration (ms) | Duration is in milliseconds. |
| Days in Review | Review Step Duration (ms) | Duration is in milliseconds. |
| Days in Sign | Sign Step Duration (ms) | Duration is in milliseconds. |
| Days in Archive | Archive Step Duration (ms) | Duration is in milliseconds. |
| Total Days to Completion | Workflow Completion Duration (ms) | Duration is in milliseconds. |
Workflow Actions
To learn more about exporting workflows from the Dashboard, refer to Export Workflows From Your Dashboard.
- In Ironclad, click on the Dashboard tab.
- Filter your workflows.
- Click Export.
- In the Data column dropdown, select All columns.
- Select Workflow Actions.
- Select Spreadsheet (.xlsx) as the file format.
| Process Metrics | Dashboard Export | Notes |
|---|---|---|
| Workflow ID | Workflow Id | |
| Ironclad Id | ||
| Workflow Title | Name | |
| Workflow Type | Workflow Configuration Name | |
| Action Type | Action | The “Action Type” in Process Metrics associated an index number for the Step with the Action. In the Dashboard Export, these pieces of information are in two separate tabs. For example, the Process Metrics includes data such as “2-Approved,” whereas the Dashboard Export has “Approved” for the Action and “Review” for the Step. |
| Step | ||
| Action By (Name) | User Name | |
| Action By (Email) | User Email | |
| Action Completed (PST) | Action Completed | Timestamps are in UTC+0. |
User Groups
To learn more about users, refer to Manage Users.
- Click on your profile icon located in the top right corner of Ironclad.
- Navigate to Company Settings > Users and Groups > Users.
- Click the Download CSV icon.
| Process Metrics | Users & Groups Export | Notes |
|---|---|---|
| Name | Name | |
| Date Created | ||
| Last Active | ||
| Type | ||
| Group | Group | |
| Workflow | ||
| Can edit Workflow configuration | ||
| Can administer Users | ||
| Can administer Groups | ||
| Can manage Workflow | ||
| Can access and edit Data Manager | ||
| Can configure API tokens, webhooks, and OAuth client applications | ||
| Configured as Approver in Workflow | ||
| Assigned to Archiver role in Workflow | ||
| Assigned to Signature Coordinator role | ||
| Can create Repository records | ||
| Can use Editor | ||
| Can launch Workflow | ||
| Can use Redline Assist | ||
| Can view Workflow | ||
| Can view Repository records | ||
| Can edit Repository records | ||
| Assigned to Signer role |