This article covers the new Pepper Insights experience, available in R15 and later. See legacy reports for older versions.
The Pepper Insights standard dashboard includes a pre-configured set of KPIs and visualizations which present your organization’s Pepper Flow Document and Job information in an intuitive way.
Source data included in the dashboard is refreshed at regular intervals, as indicated on the Pepper Insights landing page.
|# Jobs Approved||
|Avg Job Duration (days)||
|Avg Review Duration||
|Average Job Duration by Document Subtype||
|Review Duration by Document Subtype||
|Review Duration Detail||
|Average Review Duration by Review Group||
|Average vs Maximum Review Cycle Duration||
|Average Circulations by Document Subtype||
|Incorporating Feedback Duration by Document Subtype||
Here are definitions for common Pepper Flow terms to help you understand your data.
- Circulation: A circulation is the number of times a Document goes through review before a Job is complete. For example:
- Each time a final vote is amend and resubmit, a new circulation begins. Amend and progress and amend and return votes do not begin a new circulation.
- Each time someone decides to edit a Job before all votes are cast, a new circulation begins.
- Incorporate feedback: The incorporate feedback task occurs each time a Job is voted amend and progress, amend and resubmit, or amend and return.
- Review time: Review time is the amount of time a Job was in review across all circulations. More specifically,
- Review time begins when a Job moves to the first review task. Usually, this is when the first reviewers can cast their votes.
- Review time includes property update tasks and instructional tasks.
- Review time ends when the Job moves from a review task to a different task. In most cases, this means the Job moved to incorporating feedback or the Job was completed.
Information rendered on the dashboard can be filtered in two ways:
- Use the filter panel on the right side to filter by job end date, geography, job type, and document subtype. Depending on your organization’s configuration, some filters may be preselected.
- For charts, click on items in the key to add or remove the relevant data from the chart and help you focus on what you need.
In addition, you can hover over results in the charts to highlight the info and see exact numbers.
Download raw data as CSV
The data used to create the dashboard may be downloaded as 3 CSV files by clicking “Download CSV” in the top right. The CSVs include all underlying data, regardless of which filters you have selected. The datasets include the following:
- Document and Job details: Includes data for Documents and associated Jobs in the system (no restrictions)
- Tasks: Includes all tasks and associated performers with duration metrics. Includes all active or previously completed tasks.
- Cycle time and volume of submissions: Includes metrics for all approved Jobs’ workflow statuses
Related help topics