Laserfiche Forms includes a built-in analytics and reporting module called Insights. Insights provides real-time dashboards and process metrics, enabling administrators and process owners to evaluate efficiency, identify operational bottlenecks, and balance team task assignments.
📊 Accessing Insights
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Log into Laserfiche Forms.
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Click Insights from the top primary navigation bar.
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Use the process drop-down menu at the top of the dashboard to select the specific process you wish to analyze.
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(Optional) Filter data by date range (e.g., Last 7 Days, Last 30 Days, Custom Range).
📈 Insights Dashboard Breakdown
The Insights engine organizes reporting metrics into four core views: Process Overview, Performance, Task Loads, and Workload.
📄 1. Process Overview
The Process Overview dashboard provides a high-level summary of process volume and overall health across the selected timeframe.
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Key Metrics & Data Views |
Details |
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Total Instances Started: |
Total number of process instances initiated. |
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Instance Status Breakdown: |
Visual chart showing instances that are In Progress, Completed, Terminated, or Suspended/Errored. |
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Submission Volume Trends: |
Line graphs showing daily, weekly, or monthly submission trends to identify peak usage periods. |
⏱️ 2. Performance
The Performance dashboard focuses on duration, throughput speed, and bottleneck detection.
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Key Metrics & Data Views |
Details |
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Average Completion Time: |
Average time required for a process instance to move from initial start to final end event. |
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Task Duration Analysis: |
Detailed breakdown showing average time spent on each individual User Task or stage in the process diagram. |
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Bottleneck Identification: |
Highlights tasks with disproportionately long wait times, identifying steps where forms sit idle before action is taken. |
📋 3. Task Loads
The Task Loads dashboard evaluates how tasks are currently distributed across users, roles, and operational teams.
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Key Metrics & Data Views |
Details |
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Assigned Tasks by User/Group: |
Displays total pending tasks assigned to specific individuals or active user groups. |
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Overdue Tasks: |
Tracks tasks that have exceeded their configured due date or SLA (Service Level Agreement). |
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Task Completion Rates: |
Measures how quickly individual team members or departments clear assigned items from their inboxes. |
💡 Managerial Tip: Use Task Loads during team check-ins to reassign stuck tasks or redistribute workload when specific team members are overloaded or on leave.
📅 4. Workload
The Workload dashboard tracks operational demand over extended periods to assist with resource allocation and capacity planning.
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Key Metrics & Data Views |
Details |
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Historical Volume Trends: |
Long-term comparisons showing submission volume growth month-over-month or year-over-year. |
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Peak Capacity Hours/Days: |
Identifies precise days of the week or times of day when submission volume spikes. |
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Resource Planning Data: |
Provides empirical data needed to justify additional staffing or further workflow automation. |
📥 Exporting & Sharing Reports
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Action |
Details |
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Export Data: |
Click the Export button in the upper right corner of any Insights dashboard to download raw report data as a CSV file for custom reporting in Microsoft Excel or Power BI. |
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Print / PDF Summary: |
Generate printable or PDF dashboard snapshots to share with leadership and process stakeholders during operational reviews. |