How do I use analytics and reports?
Drag allows you to track analytics and generate reports across all boards, to see how you and your team are performing.
To see the reports, click on the Drag menu button on the top right of your screen and select "Reports".
The Drag reports consist in 4 categories, which you can find on the left side of your screen next to main menu:
Cards: Where you can visualize the volume of cards that were created or were active within a period of time, on each board or group of boards, for each team member or group of team members.
Activity: where you can get insights on key activities done on boards (eg. average response time).
Tags (coming soon): Where you can run analysis on each tag or group of tags across boards and/or team members.
Users (coming soon): Where you can run performance reports (eg. emails sent, average response time) across team members or group of team members.
Across any category, you can filter reports using the filters located above the main chart.
For example, the Cards category can be filtered by boards and by users (below):
The main metrics in each tab are located on the left side of the date selection, followed by the trend and % change compared to the previous period.
For example, the image above shows that for the 8-day period between 07/08/2023 - 14/08/2023, board and user selected, there were 352 active emails and 2 active task cards, with variation of +16% and 0% respectively. This means that for the previous 8-day period (ie. 30/07/2023 - 06/08/2023), there were the same number of task cards and 16% less emails (ie. 302 emails).
Each reports category also features a bar chart, which shows the breakdown of activity along time:
Below the bar chart, you will find a table with all the cards included in the filters and dates you select:
You can download reports from any category by clicking on the red "Download" button on the top right of the Reports tab, and the .csv file will be downloaded to your computer.
The Cards Category shows the volume of active or new cards on a particular board or set of boards. You can filter them by boards or by users.
It consists of 2 tabs:
New: New cards added to the board within that period of time (including created task cards, emails received or card moved to that board manually or via automations).
Active: Cards that have been active within that period of time (including any activity such as assignment, replies, new chat message, etc).
The Details Table in the Cards Category consists of:
* Card name: Title of the card.
* Email subject: Email subject line, if there is any email associated to the card. If there are no emails (eg. a task card), this field will be blank.
* Created at (or active at): The day and time when the card was created on the board (tab 'New') or last day and time when it was active (tab 'Active').
* Assignee: The assignee of each card
The data included in the Card Report Download includes, besides the metrics above:
Participants: All team members and external users involved in that card in any way. For example: email senders or recipients, assignees, members who have left messages in the internet chat, etc).
Notes: Notes associated to that card.
Due Date: The current due date of that card.
Permalink: The URL link to that card.
Color code: The color currently associated with that card.
Tags: Tags currently applied to that card.
Subtasks: Subtasks currently associated to that card (a sign "[x]" will appear next to the ones marked as done).
Custom fields: Custom fields and their respective values currently assigned to that card.
The Activity Category shows you your performance in terms of response times. You can filter them by boards or by users.
It consists of 2 tabs:
First Response Time: The time taken by the team to reply to the first email received on a conversation.
Average Response Time: The average time taken by the team to respond to conversations (including first responses and follow on responses).
The Details Table in the Activity Category consists of:
* Card name: Title of the card.
* Response Time: Time taken for that reply to be sent.
* Response Type (only for avg response time): This will be "First Reply" for the first outbound reply sent in that thread or "Next reply" for all other replies.
* Response Sent By: The user that sent that specific reply.
The data included in the Activity Report Download includes, besides the metrics above:
Assignee: Assignee of each card.
Notes: Notes associated to that card.
Due Date: The current due date of that card.
Permalink: The URL link to that card.
Color code: The color currently associated with that card.
Tags: Tags currently applied to that card.
Subtasks: Subtasks currently associated to that card (a sign "[x]" will appear next to the ones marked as done).
Custom fields: Custom fields and their respective values currently assigned to that card.
Still need help? Our Customer Champions will love to help at support@dragapp.com.
To see the reports, click on the Drag menu button on the top right of your screen and select "Reports".
How it works
The Drag reports consist in 4 categories, which you can find on the left side of your screen next to main menu:
Cards: Where you can visualize the volume of cards that were created or were active within a period of time, on each board or group of boards, for each team member or group of team members.
Activity: where you can get insights on key activities done on boards (eg. average response time).
Tags (coming soon): Where you can run analysis on each tag or group of tags across boards and/or team members.
Users (coming soon): Where you can run performance reports (eg. emails sent, average response time) across team members or group of team members.
Filters
Across any category, you can filter reports using the filters located above the main chart.
For example, the Cards category can be filtered by boards and by users (below):
Summary, tabs and calendar
The main metrics in each tab are located on the left side of the date selection, followed by the trend and % change compared to the previous period.
For example, the image above shows that for the 8-day period between 07/08/2023 - 14/08/2023, board and user selected, there were 352 active emails and 2 active task cards, with variation of +16% and 0% respectively. This means that for the previous 8-day period (ie. 30/07/2023 - 06/08/2023), there were the same number of task cards and 16% less emails (ie. 302 emails).
Bar chart
Each reports category also features a bar chart, which shows the breakdown of activity along time:
Details table
Below the bar chart, you will find a table with all the cards included in the filters and dates you select:
Download
You can download reports from any category by clicking on the red "Download" button on the top right of the Reports tab, and the .csv file will be downloaded to your computer.
Cards Category
The Cards Category shows the volume of active or new cards on a particular board or set of boards. You can filter them by boards or by users.
Tabs
It consists of 2 tabs:
New: New cards added to the board within that period of time (including created task cards, emails received or card moved to that board manually or via automations).
Active: Cards that have been active within that period of time (including any activity such as assignment, replies, new chat message, etc).
Details table
The Details Table in the Cards Category consists of:
* Card name: Title of the card.
* Email subject: Email subject line, if there is any email associated to the card. If there are no emails (eg. a task card), this field will be blank.
* Created at (or active at): The day and time when the card was created on the board (tab 'New') or last day and time when it was active (tab 'Active').
* Assignee: The assignee of each card
Download
The data included in the Card Report Download includes, besides the metrics above:
Participants: All team members and external users involved in that card in any way. For example: email senders or recipients, assignees, members who have left messages in the internet chat, etc).
Notes: Notes associated to that card.
Due Date: The current due date of that card.
Permalink: The URL link to that card.
Color code: The color currently associated with that card.
Tags: Tags currently applied to that card.
Subtasks: Subtasks currently associated to that card (a sign "[x]" will appear next to the ones marked as done).
Custom fields: Custom fields and their respective values currently assigned to that card.
Activity Category
The Activity Category shows you your performance in terms of response times. You can filter them by boards or by users.
Tabs
It consists of 2 tabs:
First Response Time: The time taken by the team to reply to the first email received on a conversation.
Average Response Time: The average time taken by the team to respond to conversations (including first responses and follow on responses).
Details table
The Details Table in the Activity Category consists of:
* Card name: Title of the card.
* Response Time: Time taken for that reply to be sent.
* Response Type (only for avg response time): This will be "First Reply" for the first outbound reply sent in that thread or "Next reply" for all other replies.
* Response Sent By: The user that sent that specific reply.
Download
The data included in the Activity Report Download includes, besides the metrics above:
Assignee: Assignee of each card.
Notes: Notes associated to that card.
Due Date: The current due date of that card.
Permalink: The URL link to that card.
Color code: The color currently associated with that card.
Tags: Tags currently applied to that card.
Subtasks: Subtasks currently associated to that card (a sign "[x]" will appear next to the ones marked as done).
Custom fields: Custom fields and their respective values currently assigned to that card.
Still need help? Our Customer Champions will love to help at support@dragapp.com.
Updated on: 18/09/2023
Thank you!