Workflow Usage Report

Viewing the Report

You can find the Workflow Usage Report in your account at Reports > Workflow Usage Report.

Once you've selected the Workflow Usage report, you'll see the first part of the report, which includes details about how all active users in your account have used each workflow.

The Workflow Usage Report includes the following metrics:

Workflow name: The name given to a Workflow.
Total Sessions: The total number of completed Sessions.
Win rate: The total number of won Sessions. A won Session is indicated by a Session that ends on a Section that is marked as a win.

Filtering Workflow Usage by User

Selecting a row from the Workflow Usage report allows you to drill down further and view details about the usage of a specific Workflow for each User in your account.

Note: Sessions are marked as completed when a User selects the "Complete Session" button or the "End Session" button. If you leave a Session in another way, it will be incomplete.

The Workflow Usage Report only shows metrics from completed Sessions.