Workflow Analytics and Reporting provides visibility into how your automated workflows are performing. It helps you track key metrics related to every trigger and action outcome across each step of a workflow. With flexible time filters and detailed reports, you can quickly identify what’s working, optimize underperforming steps, and make data-driven decisions to improve automation effectiveness.

Go to ‘Marketing Automation AI’ in the left navigation rail.

From the Saved tab, select the workflow you want to view analytics and reports for.

Enable the Analytics toggle in the top-right corner and select the desired time range to filter the data.

You can view analytics for each trigger and action within a workflow. Since this workflow contains a trigger and an action, the analytics show up for both the nodes. In this case, metrics such as contacts enrolled, open rate, and click rate are displayed. The available analytics vary depending on the type of trigger & actions configured in the workflow.

This example shows analytics for a workflow with multiple actions, where performance metrics are displayed individually for each action.

To learn more about creating multi-step workflows, refer to the help center article: Workflows AI: Create Intelligent Multi-step Automations (Birdeye Marketing Automation).

Click ‘View reports’ to navigate to the Workflow Reports page, where you can view detailed reports of that specific workflow.

As shown, you’re on the Workflows Reports page, where the selected workflow name appears at the top. Use the ‘Select step’ dropdown to choose a specific action within the workflow and view detailed reports for that step. Since this workflow contains only one action, only a single step is displayed.

Email delivery over time shows how an email action performed across the selected date range. It summarizes the total number of emails sent, delivered, opened, and clicked, and visualizes these metrics day by day, helping you track engagement trends over time.

Click the ‘Customize’ icon to personalize the report.

Chart Style: Selecting different chart styles for optimal viewing can enhance the visual appeal of your report.

Display reports by: Daily, Weekly, Monthly, Quarterly, and Yearly.

Filters:

All locations: Select a desired business location to view the report for that location.

Time Period: Select a time range to view the report data specific to that period.

Compare data: The ability to compare reports in two dimensions: by location and by date range. It provides you with the flexibility to make insightful comparisons within your reports.

After making customizations, click 'Update' to apply and save the changes to the report.

Email delivery by status provides a breakdown of emails based on their delivery outcome—Delivered, Scheduled, and Failed. This report helps you quickly assess delivery success and identify any sending issues within the selected time range.

Email funnel performance by status shows how contacts progress through each stage of the email journey—from Delivered to Opened, Clicked, and survey completion. It helps you understand drop-offs at each step and evaluate overall engagement and conversion across the workflow.

Email funnel performance by location breaks down email activity and engagement metrics—such as Sent, Delivered, Opened, Clicked, and Survey completion—by business location. This helps you compare performance across locations and identify which locations are driving stronger engagement or need optimization.

Email recipient activity provides a contact-level view of how individual recipients interacted with workflow emails. It shows the customer name, associated location, current status (such as Delivered, Clicked, or Survey completed), and the most recent activity date, helping you track engagement and troubleshoot delivery issues at a granular level.

Reports vary based on the workflow type and the actions configured within it. To explore analytics for workflows with multiple actions, use the Workflow dropdown to switch to a different workflow and view the corresponding reports for each step.

This workflow contains multiple actions. Use the ‘Select step’ dropdown to choose a specific action and view detailed reports for that step.

Once a step is selected, scroll down to see the reports specific to the selected step.