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Reports & Analytics

TietAI's reporting tools give you visibility into how your workflows are performing, how patient data is flowing through your systems, and how AI agents are being used across your organization. This guide covers where to find reports, what each report type contains, how to export and share them, and how to schedule automated reporting.


Where to find reports

From the main left navigation, click Reports. The Reports section has two main areas:

  • My Reports — Reports generated by workflows you own or have run
  • Organization Reports — All reports in your organization (visible to Admins and Clinicians; Viewers see only reports shared with them)
  • Dashboards — Pre-built analytics dashboards with live aggregated data

Types of reports

Workflow execution report

Generated automatically every time a workflow runs. You do not need to configure anything — TietAI creates one per execution.

What it contains:

  • Workflow name and execution ID
  • Start time, end time, and total duration
  • Each node's name, status (success / failed / skipped), and execution time
  • Records processed at each node: created, updated, failed counts
  • Any error messages encountered

To view: Go to Reports, filter by Type: Workflow Execution, and click any report. Alternatively, open the execution panel in Hydra Builder and click the report icon in the execution row.

Patient sync report

Generated by EHR sync workflows that use the Report Generator node. Shows which patients were synced, which were created vs. updated, and which failed to sync.

Key fields:

  • Total patients processed
  • Patients created (new in TietAI's FHIR store)
  • Patients updated (already existed, record refreshed)
  • Patients failed (sync error; the report lists each failure reason)
  • Success rate (percentage)
  • Connector name and EHR source

Agent activity report

Shows how AI agent nodes are being used across all workflows in your organization. This report is available as a pre-built dashboard under Reports → Dashboards → Agent Activity.

What it shows:

  • Number of agent runs in the selected period
  • Average tokens consumed per run
  • Which agent nodes are most active
  • Error rates by agent node type
  • Average response latency

Custom reports (Report Generator node)

When you add a Report Generator node to any workflow, its output becomes a named report in the Reports section. The content depends on what data flows into that node — you control the title, template, format, and content via the node configuration.

Custom reports support:

  • PDF output with your organization's logo and branding
  • CSV output for tabular data
  • Dynamic titles using {{date}}, {{workflow_name}}, {{record_count}} tokens
  • Standard or clinical report templates

Reading a workflow execution report

Open any workflow execution report. The fields are organized as follows:

FieldWhat it means
Execution IDUnique identifier for this run (useful when contacting support)
StatusOverall outcome: Completed, Failed, Partial (some nodes failed, others succeeded)
DurationTotal wall-clock time from start to finish
Triggered byUser name or "Scheduler" for automated runs
Records processedTotal items (patients, messages, resources) that flowed through the pipeline
Records createdNew FHIR resources written by this execution
Records updatedExisting FHIR resources that were modified
Records failedItems that could not be processed (see error details in the node log)
Success ratePercentage of processed records that completed without error

The Node timeline below the summary shows each node as a row with its duration visualized as a horizontal bar. This makes it easy to identify bottlenecks — if one node's bar is much longer than the others, that is where to focus optimization.


Analytics dashboards

Pre-built dashboards are available under Reports → Dashboards. Each dashboard refreshes automatically.

DashboardWhat it shows
Workflow PerformanceExecution success rates, average duration, failure trends over time
Patient Sync StatusHow many patients are in your FHIR store, broken down by EHR source and last sync time
AI Agent UsageAgent runs, token consumption, latency, and error rates
Connector HealthStatus of each connector — last successful test, recent failures
User ActivityWho is logging in, which workflows they are running, which patient records they are accessing

Dashboard date ranges can be adjusted with the date picker in the top-right corner of each dashboard. Supported ranges: Last 7 days, Last 30 days, Last 90 days, Custom.


Exporting reports

From any report detail view, click Export in the top-right corner.

FormatContentsBest for
PDFFormatted report with organization logo, headers, tables, and chartsSharing with clinical leadership, printing for compliance review
CSVRaw tabular data: one row per record, all fields as columnsImporting into Excel, BI tools, or audit management systems
note

PDF exports include only the fields visible in the report UI. CSV exports include all fields, including some internal fields not shown in the UI (such as FHIR resource IDs).


Scheduling reports

You do not need a separate reporting scheduler — any workflow can be scheduled, and any workflow that ends with a Report Generator node produces a report on that schedule.

To set up a recurring report:

  1. Open the workflow in Hydra Builder
  2. Ensure the last node is a Report Generator node, configured with the desired title and format
  3. Click the dropdown arrow next to RunSchedule
  4. Set the frequency (e.g., Daily at 07:00)
  5. Click Save Schedule

The report appears in the Reports section after every scheduled run. Older reports from the same workflow are retained in the report history — click View history on any report to see all previous versions.


Sharing reports with team members

From any report detail view, click Share in the top-right corner.

Share options:

  • Share with specific users — Enter a team member's name or email. They will see the report in Reports → Shared with me.
  • Share with role — Make the report visible to all users with a given role (e.g., all Clinicians).
  • Copy shareable link — Generates a direct URL. Anyone with an active TietAI account in your organization who has the link can view the report.
  • Export and email — Exports the report as PDF and sends it to one or more email addresses. Recipients do not need a TietAI account to receive the PDF email.

Shared reports are read-only for recipients — they cannot edit the underlying workflow or re-run the report.