Help Center>Foundation Help

Applies to:

  • Winshuttle Foundation

Creating a Process Data Chart

To create a chart representing process data:

  1. From the Winshuttle Workflow Central Administration Web site, click Charts in the Reporting section to open the Charts page.
  2. In the Site box, type the full URL of the Workflow site for which you want to chart process data.
  3. Press Enter.
  4. In the Report Type list, select the type of report you want to generate.
    • Site Performance Analysis — includes data for all processes for the specified site. If you select this option, skip step 5 and continue to step 6.
    • Process Performance Analysis — includes only data for a specific process. Continue to step 5 to select a process.
    • Tasks Performance by Process Analysis — includes data for all tasks within a specified process. Continue to step 5 to select a process.
    • Performers Performance by Process Analysis — includes data for all workflow participants within a specified process. Continue to step 5 to select a process.
  5. Select a process from the Process list, which will include all processes on the site you specified in step 2.
  6. In the Report Period list, select the period of time for which you want to include process data.
  7. In the Chart Title box, type a name for your chart.

    Note: We recommend that you use names that contain only alphanumeric characters and underscores. Avoid using spaces and non-alphanumeric characters.

  8. In the Chart Type list, select the type of chart you want to create.
  9. In the Width and Height text boxes, specify the size for the chart in pixels.
  10. Click Generate. Your process data chart appears at the bottom of the web page.