---
title: "Reports and KPIs overview"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/reports-and-kpis/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/reports-and-kpis.md"
last_updated: "2026-05-26T12:37:25.583Z"
description: "Learn how to create reports and track KPIs in Nutrient Workflow Automation."
---

# Reports and KPIs

Nutrient Workflow Automation reporting provides detailed and summarized access to request data within a given process. You can display that data as a standalone report for individual users, or the system administrator can present it to users on the dashboard.

To access reports, navigate to the **Reports** tab in the left navigation panel. Click **Create New Report** at the top of the page to create a new report.![Reports page showing Create New Report option](@/assets/guides/workflow-automation/admin-guide/reports/report-create-new.png)

## Guides

- [Reports library overview](/guides/workflow-automation/admin-guide/reports-and-kpis/reports-library-overview.md)
   Learn how to navigate the Reports library, create and import reports, and configure user roles and permissions.

- [Planning Reports](/guides/workflow-automation/admin-guide/reports-and-kpis/planning-reports.md)
   Learn how to create targeted reports that enhance decision-making by understanding process structures and retrieving crucial data.

- [Report usage tracking](/guides/workflow-automation/admin-guide/reports-and-kpis/report-usage-tracking.md)
   Learn how to enable report usage tracking, review audit logs, and monitor reporting activity across Nutrient Workflow Automation.

- [Creating reports](/guides/workflow-automation/admin-guide/reports-and-kpis/creating-reports.md)
   Learn how to create, copy, delete, and export reports, and use API options for integration.

- [Report filters](/guides/workflow-automation/admin-guide/reports-and-kpis/report-filters.md)
   Learn how to effectively use report filters to enhance data analysis, streamline retrieval, and customize your reports for better insight.

- [Report limits](/guides/workflow-automation/admin-guide/reports-and-kpis/report-limits.md)
   Learn to set effective limits on reports to enhance data retrieval and management with flexible date ranges and user-specific options.

- [Report chart options](/guides/workflow-automation/admin-guide/reports-and-kpis/report-chart-options.md)
   Learn how to enhance your reports with customizable chart options and data visualizations for better insights.

- [Report columns](/guides/workflow-automation/admin-guide/reports-and-kpis/report-columns.md)
   Enhance your Integrify reports by adding, deleting, and formatting columns for streamlined data presentation and insightful decision-making.

- [Manage Task report column](/guides/workflow-automation/admin-guide/reports-and-kpis/the-manage-task-report-column.md)
   Learn how to use the Manage Task column to enhance task management in your reports and empower team leads to perform key actions.

- [Manage task reports](/guides/workflow-automation/admin-guide/reports-and-kpis/manage-task-reports.md)
   Learn how to use the Manage Task feature to create customized reports and improve task management efficiency without full permissions.

- [KPI Overview](/guides/workflow-automation/admin-guide/reports-and-kpis/kpi-overview.md)
   Learn how to effectively integrate KPIs into your processes to measure efficiency and enhance decision-making with insightful dashboards.

- [Defining process KPIs](/guides/workflow-automation/admin-guide/reports-and-kpis/defining-process-kpis.md)
   Learn to add KPIs to your process design with our guide. Optimize your dashboards and enhance process tracking easily.

- [Displaying KPIs for an individual request](/guides/workflow-automation/admin-guide/reports-and-kpis/displaying-kpis-for-an-individual-request.md)
   Learn to display KPIs effectively in Request Detail and Dashboards, enhancing process monitoring with color-coded indicators for performance assessment.

- [Adding process KPIs to a dashboard](/guides/workflow-automation/admin-guide/reports-and-kpis/adding-process-kpis-to-a-dashboard.md)
   Follow our step-by-step guide to add and configure KPIs on your dashboard for effective performance tracking and data visualization.

---

## Related pages

- [Optimize your dashboard with key performance indicators](/guides/workflow-automation/admin-guide/reports-and-kpis/adding-process-kpis-to-a-dashboard.md)
- [Create and customize chart options for reports](/guides/workflow-automation/admin-guide/reports-and-kpis/report-chart-options.md)
- [How to define key performance indicators for processes](/guides/workflow-automation/admin-guide/reports-and-kpis/defining-process-kpis.md)
- [Create and manage reports](/guides/workflow-automation/admin-guide/reports-and-kpis/creating-reports.md)
- [Mastering KPI Display in Request Detail](/guides/workflow-automation/admin-guide/reports-and-kpis/displaying-kpis-for-an-individual-request.md)
- [Enhance report management with task automation](/guides/workflow-automation/admin-guide/reports-and-kpis/manage-task-reports.md)
- [Understanding key performance indicators for processes](/guides/workflow-automation/admin-guide/reports-and-kpis/kpi-overview.md)
- [Mastering report columns in workflow automation](/guides/workflow-automation/admin-guide/reports-and-kpis/report-columns.md)
- [Effective strategies for targeted reporting](/guides/workflow-automation/admin-guide/reports-and-kpis/planning-reports.md)
- [Optimize report limits for effective data management](/guides/workflow-automation/admin-guide/reports-and-kpis/report-limits.md)
- [Master report filters for data analysis](/guides/workflow-automation/admin-guide/reports-and-kpis/report-filters.md)
- [Report usage and audit activity](/guides/workflow-automation/admin-guide/reports-and-kpis/report-usage-tracking.md)
- [Reports library overview](/guides/workflow-automation/admin-guide/reports-and-kpis/reports-library-overview.md)
- [Streamline task management with Manage Task column](/guides/workflow-automation/admin-guide/reports-and-kpis/the-manage-task-report-column.md)

