Posted in Workflows

Analyzing frevvo Workflows With Google Data Studio

Through the years, we know that customers just want their data so they can use their preferred tools and methods to analyze it. As a result, our product strategy maximizes customers’ ability to push or export form and workflow submission data into other systems.

We provide a variety of connectors e.g. the SQL Database Connector, the Google Connector (Google Drive and Google Sheets), the File System Connector, the SharePoint Connector and others. While these connectors have varied capabilities , a common thread is that they can export your submission data into another system.

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Posted in Google Apps for Business, Google Apps for Education, Google for Work, Google Spreadsheets, Workflows

Advanced Form Analytics? Combine frevvo + Google Sheets

We’ve written a series of articles on how frevvo + Google Apps (Sheets, Drive, Maps) can work together to solve business problems. frevvo includes a built-in submission repository that saves all your form and workflow submissions. You can view this data, filter it, and export it using the Submissions Views available in Live Forms. But, you can also combine frevvo + Google Sheets and leverage some sophisticated capabilities that are part of Google Sheets (charts, queries, filters etc.) for powerful data analysis on your submission data.

Geo Location ChartHere’s an example form that you can try. It’s a simple one with a few fields. A survey form for participants in the 2014 World Cup Soccer tournament. The form adds your submission data to this Google Sheet and shows it. When you submit it, you’ll see your submission in the last row.

The spreadsheet also contains two other Tabs: Geo Location and Pie Chart. The Geo Location Tab runs a query on the raw submission data and groups submissions by country. The Sheets Query language is very general and allows SQL-like queries. Once we have the data by country in a nice tabular format, we can generate a nice chart that plots submissions by country on a world map. Easy as pie.

Pledge amount by positionThe Pie Chart Tab, as you might expect, contains a pie chart. It contains a very similar query except that it sums pledge amounts by country and by position. Once again, we have the required data in a table and can easily generate pie charts to report on the data.

In this way, you can easily use frevvo’s Google Connector to save your submissions to Google Sheets. Then, you can use a whole host of built-in features in Google Sheets to analyze your submissions.

Interested in using frevvo with Google Apps? Contact us to learn how you can automate your approval workflows, integrate with Google Apps to manage your documents and use some of Sheets capabilities for advanced reporting.

Posted in business insights

Roadmap: Part 3 – Productivity Report

In earlier articles in this series, we took a peek at the Active Processes Report and the Submissions Reports in the upcoming Business Insights package. Today, we’ll take a look at the Productivity Report.

Workflow Durations (avg/max)

The goals are to analyze workflows, understand throughput and productivity of the team involved, and to find and eliminate bottlenecks.

This report initially displays a breakdown of the average and maximum durations of each workflow type for the previous 30 days in the Summary tab. This chart only shows workflows that completed within the time period (last 30 days) and does not include incomplete workflows. The user may change the time period (30, 60, 90, 120 days, 1 year) in order to examine different data sets. The chart is also organized initially left to right with flows with greatest average durations to the left and descending to the right. The chart can be ordered by max duration descending as well using the “order by” radio button.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

Productivity for a specific workflow

Time Stats

Time Breakdown

Click any of the chart bar(s) for a particular workflow type to drill down into the statistics for that individual workflow.

You can view the information in two ways. Time Stats shows you the processing time average average and max for the various participants involved in that workflow. The chart makes it easy to see which participant (role or person) takes the most time.

Time Breakdown shows a histogram to identify bottlenecks. The processing times for participants involved in the flow type are “bucketed” into categories (< 1 day, 1-3 days, 3-5 days, 5-10 days, ≥ 10 days) and then the counts of workflow instances for each of those buckets is displayed. It’s easy to visualize bottlenecks and get an idea of which users are under/over utilized, etc. For example, the HR Manager in the above graph is almost always taking at least 5 days and in many cases more than 10 days to approve. That could be a bottleneck that needs to be eliminated.

As before, the Details tab displays the raw information in a tabular format and you can examine individual submissions.

Upcoming frevvo releases will continue to add functionality focused on improving the task list (related to reports but operational in nature), saving your own custom filters as a new report, creating your own report in the designer, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.


Posted in business insights

Roadmap: Part 2 – Submissions Reports

In Part 1 of this series of articles, we took a peek at one of the reports (Active Processes) in the upcoming Business Insights package. In this article, we’ll look at submission-related reports. The goals are for customers to easily analyze workflows that have completed recently and figure out which ones ended with an error and what the error was.

Recent Submissions Report

Recently completed workflows

This report displays information about all recently completed workflows (or forms). You can get a quick picture of completed activity and overall system usage.

The Summary Tab displays data for 7 days and all forms/workflows by default but you can change the time period and select a particular form or workflow to update the chart.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

Completed forms/workflows for a particular day

You can also click on any of the bars in the chart to drill down into submission activity for that day.

The report will display a pie chart and table with submissions for that date broken down by form/workflow type. The pie chart shows the data broken down by percentage for the top 9 + an Other category. The table to the right represents the same data, but shows the actual counts including a break down for the Other category. As with all tables, you can narrow the results simply by typing in the Search field.

Submission Failures Report

Workflows with errors during submission.

The Submission Failures report displays information about workflow instances that had an error occur during submission. There are many possible causes of errors: workflow/form design bugs, misconfigurations, temporary runtime failures etc. This report can be used to determine if there have been recent errors and to investigate the exact causes.

The report initially shows all error data for 7 days and all forms/workflows but you can change the time period and select a particular form or workflow to update the chart.

Details with exact error description

Clicking the Details button drills down into the error data. It displays a chart of errors by day in the Summary tab but you can also view a table with the details about each failed submission.

Each item contains the exact error description so administrators/designers can determine what is causing the error and take corrective action.

We’ll discuss the Productivity Report in the next article where you can analyze your workflows and find bottlenecks, see who’s taking the most time to complete things etc.

Upcoming frevvo releases will add functionality including the ability to save your own customized report, reporting over form data (current reports only work over operational data) and more. We’ll publish updates on this blog regularly.

Posted in business insights

Roadmap: Part 1 – Active Processes Report

Which processes are active right now?

At frevvo, we’re hard at work on some of the most frequently requested features – Business Insights, Task/Submission search and others.

Customers have built many real-world business applications but it hasn’t been easy to see what’s going on operationally, find tasks & submissions etc.

In the first release, we’ll focus on business insights reports over operational data (metadata). The goals are for customers to easily answer questions like:

  • Which processes are active right now?
  • Who’s involved in these active processes?
  • Which processes have ended with some sort of operational error and what are those errors?
  • What processes have been completed recently?
  • Where are the bottlenecks?
  • Who is taking the most/least time to complete tasks?


We’ll describe several built-in reports over a series of articles. This Part 1 is about the Active Processes Report. You can use this to view what’s currently active in the tenant. Active workflows are those that have started but have not yet reached the final (SUBMITTED) state. Forms can also be active if they have been partially filled in and saved i.e. in the SAVED state.

The initial Summary tab shows all active forms & workflows in your tenant as a pie chart as well as a table (see Figure above). This table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

There’s also a Details tab with a table that displays detailed data for all of the active workflows in the tenant. This is the detailed data that is summarized on the summary tab. For example, if a particular form/flow had a count of 3 on the summary tab, then there would be 3 rows for it in this detailed tab.


From the Summary tab, the user can drill down to individual workflows. The report changes to display data only about that selected workflow as shown in the Figure. At this level, the dashboard displays information about the people (or roles) that currently have assigned tasks for the selected flow. The pie chart displays the break down and the table to the right displays the summarized counts of assignments per user or role.

There are several other built-in reports that provide useful information and we’ll talk about them in future articles.

Upcoming frevvo releases will continue to evolve reports to add functionality including things like creating your own customized report and saving it, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.

Posted in business insights

Business Insights with frevvo

At frevvo, we’re gearing up for some big new feature releases this year. Our Engineers are hard at work right now on one of the most frequently requested [and delayed] features – Business Insights. We have a long list of powerful capabilities for real-world business applications (mobile forms, database connectivity, XML, workflow etc.) but it hasn’t been easy to see what’s going on operationally. That’ll change over the next few releases.

Monitor/Analyze in flexible ways.

You’ll be ableworkflow-by-state to view things like:

  • Which workflows are in process now?
  • Who are they waiting for?
  • How much time is being spent in each state?
  • What’s the average time in each state?
  • What regions are applications coming from?

etc. There are really an infinite number of ways to slice and dice.

Top-notch User Experience

widgetsWe think that usability and aesthetics are two sides of the same coin. If it doesn’t look good, no one will use it.

  • Many ways to visualize – pie charts, bar charts, gauges, tables, stacked charts etc. Choose whatever makes the most sense for your needs.
  • Like everything in frevvo, it’ll all just work automatically on mobile devices and look natural. You don’t have to do anything.
  • You can use dashboards/widgets in frevvo Spaces (which themselves look good on mobile) so you can access your forms & workflows and your dashboards from one place.

Easy Customization & Reusability

dashboard-designerWe’ve said before that the scarcest resource in most organizations is talent. Yet,in today’s business environment, it’s even more important to provide decision makers with timely information. Visual dashboards and reports can really help.

  • Create your own dashboards just like you create forms. Drag & drop from a palette and hook the widget up to the data. That’s it. Under the covers, the dashboard is literally just a form (without a Submit button).
  • You can use familiar techniques to position widgets, size them, show/hide them, dynamically update them etc. They behave just like form controls. There’s nothing new to learn.
  • Since they ARE forms/flows, everything else works – internationalization, accessibility, access control, embedding, sharing, mobile views – it stays the same.
  • Since charts/widgets are just regular controls, you’ll be able to use them anywhere in your forms as well (the ones with Submit buttons). No restrictions.
  • Other areas of frevvo e.g. Submissions Views & Task List are also being improved to use some of these capabilities to provide a much better user experience.

Now, it’s going to take some time to get all this done and we’ll deliver over the course of many releases throughout the rest of the year. But we’re super-excited about these coming features. We’ll keep you updated via this blog or by email. Join our mailing list if you’d like to learn more.