What you need to know
Paying customers have access to operational reports within Graphite Connect for all permissioned users. Please contact your Customer Success Manager for more details on how to enable this feature for your company.
Reporting data and infographics show up in two places: the homepage and the Reports page. The homepage will show a small overview of reporting statistics based on your permissions.
Note: These reports are designed for trend analysis for operational statistics, stage duration, and SLA. These reports do not provide a drill-down analysis of any outstanding tasks.
Which users get to see reporting?
For the homepage, any users of a company with Reporting turned on, and has system permissions (i.e. topic ownership or admin), will see a blade of content showing onboarding statistics. Topic owners will be shown statistics about the topics that they have ownership over and admins will see all topic statistics.
The reporting page (and top navigation) is only present for users with the Report User system permission. This means general users with no system permissions will not be able to access or view Reporting.
Graphite Homepage Reports
The first graph on the left of Onboarding statistics shows the average time it took for a supplier to onboard, broken out weekly. The next metrics within the Onboarding Statistics is the average time for suppliers to complete the separate connections stages within the last month. Additionally, there is a breakdown of suppliers within those connection stages showing total, at risk (near SLA deadline), and overdue (past SLA).
For Topic reporting on the homepage the metrics first show what is the SLA for your topic. The next statistic shows the average days taken per topic review in the last 30 days. Finally, the number of reviews completed in the last 30 days is shown. On the right side of the blade of content is a bar graph, showing upcoming reviews (or risk rescreens) broken up into 30 day segments.
Main Reporting Dashboard
The Main Reporting Dashboard is the one you see when you first load the "Reports" page from the main navigation. Only users with the Report User system permission have this option.
The Reports page will show general onboarding and logistics information.
When loading the page, your default filter applies, and all data shared below will be set based on the following filter options:
- Data range
- Country
- Legacy Suppliers
đź’ˇWhen you select a filter, it defaults to "in" that filter - for example, "in" United States - but you can toggle the boolean search to "not in" when appropriate.
Total Invitations Sent – A count of all invitations sent to the supplier during the selected period. This does not include any invitations started but not sent and it filters out any invitations that have since been deleted. If the filter is set to the current year this will show the count of invites in which the connection moved to "Accept" in the current year.
Please note, the Advanced Filter uses different terminology than the associated field in the Export or the API.
| In advanced filters | Invite Sent Date |
| In Excel or API | Accept start date |
Total Connected – Count of suppliers in the "Connected" stage, this filters out any connections that have since been disconnected.
The date filter refers to the date that the invite was sent and not the date that they connected. For example: If the filter is set to the current year this will show the count of suppliers invited in the current year in which the stage is equal to connected.
| Suppliers are considered "connected" when this field is not null. | Connect complete date |
Total SLA Met – This is the percentage of suppliers with an onboarding time that is less than the set SLA, this filters out any suppliers that have since been disconnected and does not include suppliers that still haven’t completed the onboarding process.
The date filter refers to the date that the invite was sent and not the date that the onboarding was completed. For example: If the filter is set to the current year this will show the percentage of suppliers that met the SLA that were invited in the current year.
Onboarding Average Days – Average days from all suppliers starting from when the invite was sent to when the connect stage was finished, this filters out any suppliers that have since been disconnected and does not include suppliers that still haven’t completed the onboarding process.
The date filter refers to the date that the invite was sent and not the date that the onboarding was completed. For example: If the filter is set to the current year this will show the average onboarding days of all suppliers that were invited in the current year.
Onboarding SLA Goal in Days – The sum of the SLA goal of all stages. This is configurable.
New Connections Overview – The number of completed and pending invitations sent per month. Pending connections include connections awaiting either the supplier’s action or internal action. This looks at suppliers that have a “connect” complete date vs the ones that don't, and groups them by the month in which the invitation was sent. This filters out any suppliers that have since been disconnected
The date filter refers to the date that the invite was sent. For example: If the filter is set to the current year this will show all suppliers invited this year grouped by month.
Onboarding Overview – This chart is intended to highlight trends month over month and displays the average number of days it takes to get through the Invite, Review, and Connect stages, broken down by month. This filters out any suppliers that have since been disconnected and does not include suppliers that still haven’t completed the onboarding process.
The date filter on this filters the date that the invite was sent. For example: If the filter is set to the current year this will show the average days for each stage of suppliers invited this year grouped by month.
Supplier Locale – Count of invited suppliers by country, this filters out any suppliers that have since been disconnected and suppliers that don’t have a country set up yet.
The date filter refers to the date that the invitation was sent. For example: If the filter is set to the current year this will show the count of invites by country in which the invitation was sent in the current year.
Invite Stage Average Days – This data is a drill-down of the Onboarding Overview focused on the Invite stage. This highlights the average length of time for suppliers to submit their information for formal review after the invitation email has been sent to the supplier. This filters out any suppliers that have since been disconnected and does not include suppliers that still haven’t completed the onboarding process.
There are two charts in this section. One is an average for the total time of the selected date filter and the other is an average per month with an overlay of the SLA for this stage.
The date filter refers to the date that the invite was sent. For example: If the filter is set to the current year this will show the average days for all suppliers invited this year.
The field titled cal_invite_time is based on the difference between the following dates:
| Start Date | Accept start date |
| End Date | Collaborate start date |
Please note, these dates are only available in the Export or the API.
Review Stage Average Days – This data is a drill-down of the Onboarding Overview focused on the Review stage. This highlights the average length of time to complete topic review tasks, such as Ethics & Integrity, Data Privacy, Information Security, etc. This filters out deleted and disconnected suppliers and suppliers that haven’t completed the onboarding process yet.
There are two charts in this section. One is an average for the total time of the selected date filter and the other is an average per month with an overlay of the SLA for this stage.
The date filter refers to the date that the invite was sent. For example: If the filter is set to the current year this will show the average days for all suppliers invited this year.
The field titled cal_review_time is based on the difference between the following dates:
| Start Date | Collaborate start date |
| End Date | Connect start date |
Please note, these dates are only available in the Export or the API.
Connect Stage Average Days – This data is a drill-down of the Onboarding Overview focused on the Connect stage. This highlights the length of time it takes to complete ERP connection data tasks or any other tasks that are included in the Connect stage. This filters out deleted and disconnected suppliers and suppliers that haven’t completed the onboarding process yet.
There are two charts in this section. One is an average for the total time of the selected date filter and the other is an average per month with an overlay of the SLA for this stage.
The date filter refers to the date that the invite was sent. For example: If the filter is set to the current year this will show the average days for all suppliers invited this year.
The field titled cal_connect_time is based on the difference between the following dates:
| Start Date | Connect start date |
| End Date | Connect complete date |
Please note, the Connect Start Date is only available in the Export or the API.
Validations Average Days – This data is a drill-down into the average number of days for Validation tasks completed by Graphite Support, this filters out deleted and incomplete tasks.
There are two charts in this section. One is an average for the total time of the selected date filter and the other is an average per month, with an overlay of the number of validation tasks created and an overlay for the expected SLA.
The date filter refers to the date that the invite was sent. For example: If the filter is set to the current year this will show the average days for all suppliers invited this year.
Learn more about what fields are available for reporting >
Validation Statistics Dashboard
The Validation Statistics Dashboard is different than all other dashboards, as this data is specifically focused on the validation activities completed by the Graphite team during supplier onboarding.
Total Validation Completed – This data retrieves the total number of completed location validation tasks by Graphite Support, filtering out deleted and incomplete tasks. It focuses on specific task types related to location, bank information, tax, and diversity validations.
Graphite Validation Average Days – This data provides the average number of days taken to complete all validation tasks by Graphite Support, calculated by subtracting the task creation time from the completion time. It excludes deleted or incomplete tasks and focuses on specific task types
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Bank Validations Completed - This data retrieves the total number of completed bank validation tasks by Graphite Support, filtering out deleted and incomplete tasks. It focuses on specific task types related to bank information.
Bank Validations Average Days - This data provides the average number of days taken to complete Bank validation tasks by Graphite Support, calculated by subtracting the task creation time from the completion time. It excludes deleted or incomplete tasks and focuses on specific task types
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Location Validations Completed - This data retrieves the total number of completed Location validation tasks by Graphite Support, filtering out deleted and incomplete tasks. It focuses on specific task types related to location validations.
Location Validations Average Days - This data provides the average number of days taken to complete Location validation tasks by Graphite Support, calculated by subtracting the task creation time from the completion time. It excludes deleted or incomplete tasks and focuses on specific task types
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Tax Validations Completed - This data retrieves the total number of completed Tax validation tasks by Graphite Support, filtering out deleted and incomplete tasks. It focuses on specific task types related to tax validations.
Tax Validations Average Days - This data provides the average number of days taken to complete Tax validation tasks by Graphite Support, calculated by subtracting the task creation time from the completion time. It excludes deleted or incomplete tasks and focuses on specific task types
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Diversity Validations Completed - This data retrieves the total number of completed diversity validation tasks by Graphite Support, filtering out deleted and incomplete tasks. It focuses on specific task types related to diversity validations.
Diversity Validations Average Days - This data provides the average number of days taken to complete diversity validation tasks by Graphite Support, calculated by subtracting the task creation time from the completion time. It excludes deleted or incomplete tasks and focuses on specific task types
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Invite Stage Statistics Dashboard
Total Invitations Sent - This query counts the total number of invitations that have been started by filtering connections based on several criteria. The result is the total number of invitations that match these conditions.
Invite Stage Average Days - This data calculates the average number of days spent in the invite stage by measuring the time difference between the accept_approved_at and invite_approved_at timestamps for each connection. The time difference is extracted in seconds, converted to days by dividing by 86400 (the number of seconds in a day), and then averaged across all matching connections. The final result provides the average number of days spent in the invite stage for the filtered connections.
There are two different ways to view this data in this section. One is a simple average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Supplier Surveys Completed - This data counts the total number of invitations that have been started by filtering the connections based on several criteria. It ensures that the connection is not deleted (g_connection.deleted = false), that the collaborate_response_approved_at field is not null (indicating the response has been approved). The result reflects the total number of invitations that meet all these conditions.
Invite Stage Report - This table provides information about companies involved in connections with a specific entity with the following columns:
- Company name
- Graphite ID
- Connection stage
- Invite sent date
- Invite accept date
The results are ordered alphabetically by the company name.
Review Stage Statistics Dashboard
This dashboard is designed to show the activity related to the Review stage, while specifically excluding Graphite Validation tasks.
Review Stage Average Days - This data calculates the average number of days between the approval of a connection response and the approval of a collaboration response.The time difference is extracted in seconds, converted to days by dividing by 86400 (the number of seconds in a day), and then averaged across all matching connections. The final result provides the average number of days spent in the invite stage for the filtered connections.
There are two ways to view this data. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage.
Review Tasks Completed - This graph counts the number of completed "review" tasks by using several fields:
- g_task.id is counted to determine the total number of tasks, with the result displayed as "Review Tasks Completed". The query filters tasks by ensuring that g_task.deleted is false (tasks not deleted).
- g_task.task_type is 'review'. Additionally, it filters the g_task.topic_label to include only specific topics such as 'Data Privacy', 'Information Security', 'Ethics and Integrity', and 'Workforce and Labor'.
Review Tasks Pending - This graph counts the number of tasks that have not been completed. It uses the g_task.id column to count the tasks. The query filters tasks based on the following columns:
- g_task.task_type is filtered to include only 'review' tasks, g_task.deleted ensures the task is not deleted.
- g_task.state is checked to exclude tasks that are either 'complete' or have no state (NULL).
- Additionally, the g_task.task_data_task_name column excludes specific validation tasks such as 'Graphite Location Validation', 'Graphite Bank Information Validation', 'Graphite Tax Validation', and 'Graphite Diversity Validation'.
Review Stage Report - This table shows information about companies involved in connections with a specific entity.
It displays the following columns and orders the results alphabetically by the company name:
- g_entity.name as "Company name" to get the name of the company
- g_entity.public_id as "Graphite ID" for the unique identifier of the company
- g_connection.stage as "Connection stage" to indicate the current stage of the connection
- g_connection.collaborate_response_approved_at as "Review Start Date" to show the date when the review process started
- g_connection.collaborate_request_approved_at as "Review End Date" for the date when the review process ended.
Connect Stage Statistics Dashboard
Connect Stage Average Days - This graph calculates the average number of days between the connect_request_approved_at and collaborate_request_approved_at timestamps. It uses the EXTRACT(EPOCH FROM (connect_request_approved_at - collaborate_request_approved_at)) function to calculate the difference in seconds and then divides it by 86400 to convert the result into days.
The query casts this average value as a float and labels the result as "Average Days". The final result provides the average number of days spent in the invite stage for the filtered connections.
There are two charts in this section. One is an average for the total time of the selected date filter, and the other is an average per month with an overlay of the SLA for this stage
Count of Connect Phase Started - This graph counts the number of connections that have started the connect phase. It uses the responding_entity column to count how many distinct entities are involved in the connect phase, with the result labeled as "Count of Connect Phase Started".
The query filters the data by ensuring that g_connection.deleted is false (only active connections) and connect_response_approved_at is not null.
Count of Connect Phase Completed - This graph counts the number of connections that have reached the "connected" stage in the connect phase. It uses the responding_entity column to count how many distinct entities are involved in connections at the "connected" stage, with the result labeled as "Count of Connect Phase Started".
The query filters the data by ensuring that g_connection.deleted is false (only active connections), connect_request_approved_at is not null (only connections where the connect request has been approved) and the g_connection.stage is 'connected'.
Connect Stage Report - This table shows details about companies involved in connections with a specific entity. It displays the following columns and orders the results alphabetically by the company name.
- g_entity.name as "Company name" to get the company's name
- g_entity.public_id as "Graphite ID" for the company's unique identifier
- g_connection.stage as "Connection stage" to indicate the current stage of the connection
- g_connection.collaborate_request_approved_at as "Connect Start Date" to show when the connection process started
- g_connection.connect_request_approved_at as "Connect End Date" for when the connection process ended
How to navigate the Reporting dashboards
All navigation within the Reports section is controlled via the navigation icon in the top left of the screen.
All reports that are available to you will be listed beneath your company name.
There are two ways to navigate back to the Main Dashboard.
- Click on the top-level company option inside of the navigation tray.
- Click on the breadcrumb underneath the page name.
Advanced Reporting
With Advanced Reporting, you can create custom reports inside of the Reports module. To enable Advanced Reporting, please contact sales or your Customer Success Manager.
Learn more about creating your own reports >
More Resources
Advanced Reporting & Analytics: How to Create Your Own Reports