Data sources

Data sources pull from a specific part of your workspace, such as the project catalog, job history, or data tables. The data sources available to you depend on your role and permissions in the workspace. For example, you can only see data tables in the projects you can access. Refer to Manage roles and privileges for more information.

Select a data source

Query builder

The following table describes the type of data available for each data source.

Data source	Description	Available data
Workspace data (Projects)	View data related to all the projects in your workspace.	ID Name Created at Updated at Environment ID Environment
Workspace data (Recipes)	View data related to all recipes within your workspace.	ID Name Project ID Project name Folder ID Folder name Environment ID Environment Is active Type (the type of the recipe. Can be one of: App, Workbot, API Endpoint, Function, Callable [legacy value]) Created at Updated at Trigger application
Workspace data (Job history)	View the job history data for your workspace for the last 365 days.	Job ID Recipe ID Recipe name Project ID Project name Folder ID Folder name Environment Started at Completed at Is successful Is test Error type Error message Error application Task count Trigger application Time taken (millis)
Individual recipe job history	View the recipe job history data for the last 365 days for a recipe you specify.	Job ID Started at Completed at Is successful Is test Error type Error message Error application Task count All calculated columns
Data tables	View data from a data table you specify.	Record ID Created time Last modified time Additional data. This additional data depends on the columns present in your data table.
Workflow apps	View data from a workflow app you specify.	Record ID Created time Last modified time Current stage Current stage ID Assigned to (the user or user group to which the request is assigned) Assigned to user ID (the user ID, when the request is assigned to a user) Assigned to user group ID (the group ID, when the request is assigned to a group) Due on Created by (name of the user who created the request) Created by ID (the ID of the user who created the request) Additional data. This additional data depends on the columns present in your workflow app's corresponding data table.

Report builder

The report builder uses prebuilt metrics and dimensions to populate charts.

Select a data source

The available metrics and dimensions are the same across all chart types, but the terminology varies:

Chart type	Metric label	Dimension label
Line, Bar, Area	Y-axis	X-axis
Pie	Metric	Dimension
Table	Metrics	Dimensions
Number	Metric	—

COMPATIBLE METRICS AND DIMENSIONS

Metrics and dimensions aren't all interchangeable. Workato filters the list of dimensions to show only compatible options when you select a metric, and does the same when you select a dimension. For example, Job status is available when reporting on jobs, but not when reporting on collaborators.

PRIVATE BETA

The report builder is in private beta. Private beta features are available by invite only. Contact your Customer Success Manager to enable this feature.

Workato may update feature functionality or change availability without prior notice during the private beta.

Metrics

The following tables list the available metrics.

Collaborator

Metric	Description
Collaborator added to workspace	The number of collaborators who accepted an invitation and joined the workspace in the selected time period.
Collaborator deleted	The number of collaborators who were removed from the workspace in the selected time period.
Collaborator invited	The number of invitations sent to new collaborators in the selected time period.
Collaborator login	The number of times collaborators logged in to the workspace in the selected time period.
Collaborator role updated	The number of role changes made to collaborators in the selected time period. Use the User previous role and User role dimensions to see what changed.

Connection

Metric	Description
Connection connected	The number of connections that were successfully authenticated in the selected time period.
Connection created	The number of new connections created in the selected time period.
Connection disconnected	The number of connections that were disconnected in the selected time period.
Connection updated	The number of connections that were re-authenticated or re-configured in the selected time period.

Job

Metric	Description
Failed jobs	The number of jobs that failed in the selected time period.
Jobs duration	The total execution duration of jobs in the selected time period, in milliseconds.
Jobs tasks	The number of task steps executed across jobs in the selected time period. Use Sum for total task consumption or Average to understand recipe complexity.
Total jobs	The number of jobs that started in the selected time period.
Successful jobs	The number of jobs that completed successfully in the selected time period.

Recipe

Metric	Description
Active recipes	The number of active recipes in the workspace.
Recipe created	The number of recipes created in the selected time period. Use the cumulative view to track growth of your automation library.
Recipe deleted	The number of recipes permanently deleted in the selected time period.
Recipe failure rate	The percentage of jobs that failed, calculated as failed jobs divided by total jobs.
Recipe started	The number of times recipes were turned on (activated) in the selected time period.
Recipe stopped	The number of times recipes were turned off (deactivated) in the selected time period.
Recipe success rate	The percentage of jobs that completed successfully, calculated as successful jobs divided by total jobs.
Recipe updated	The number of recipes that were modified in the selected time period.
Unused recipes	The number of active recipes that did not process any jobs in the last 30 days.

Dimensions

The following tables list the available dimensions.

Time

Dimension	Description
Date	The time axis for your report. You can group the results by day, week, or month.
Completed at	The date and time a job finished, regardless of success or failure.
Started at	The date and time a job started.

ABOUT THE DATE DIMENSION

Use the Date dimension to add a time axis to any metric. Workato automatically maps it to the correct time column for each metric type, so it works consistently whether you're reporting on jobs, recipes, or collaborators.

Connection

Dimension	Description
Connection application	The application associated with the connection, such as Salesforce or Slack.
Connection name	The display name of the connection.
Connection type	The authentication type of the connection, such as Cloud or OPA.

Job

Dimension	Description
Error application	The application connector that caused the job to fail.
Error type	The standardized error code or category representing the failure type. For example, 400 Bad Request, 409 Conflict, or INVALID_ID.
Job status	The final outcome of the job, such as succeeded or failed.
Time taken (millis)	The total execution duration of the job, measured in milliseconds.

Workspace

Dimension	Description
Environment name	The workspace environment. For example, Development, Test, or Production.
Project name	The name of the project.

Recipe

Dimension	Description
Recipe applications	The list of applications used in the recipe.
Recipe name	The name of the recipe as configured in the workspace.
Recipe tags	Labels attached to the recipe.
Status	The current status of the recipe.
Trigger application	The application that triggers the recipe to start.

User

Dimension	Description
Performed by	The email address of the user who performed the action.
User email	The email address of the collaborator in the workspace.
User invited by	The email address of the user who sent the invitation to this collaborator.
User name	The display name of the collaborator as set in their profile.
User previous role	The permission role assigned to the collaborator before a role change.
User role	The current permission role of the collaborator in the workspace.

FURTHER READING

• Queries
• Chart types