Managing your flow enrollment usage

Managing your enrollments in the flow usage tab

Written By Ray Tang (Administrator)

Updated at September 11th, 2024

Managing your flow enrollments effectively is crucial for optimizing the performance of your automation processes. This article will guide you through the steps to manage and monitor your flow enrollments using the usage tab in the Flow Builder page.
 

Accessing the Flow Usage tab

To view and manage your flow enrollments:
1. Navigate to the Flow Builder page
2. Click on the Usage tab
 

Usage overview

The usage page provides a comprehensive overview of all your flow activities within the selected date range. It consists of the following sections:


1. Filter and search flows: Allows you to search for specific flows by name or filter enrollments based on a date range. The default date range is your company’s monthly usage period.
2. Total flow enrollments: Displays the total number of enrollments across all flows during the selected date range.
3. Export list: Enables you to export the flow data as a CSV file.
4. Flow list table: This table lists all flows ever created in your company's account. It includes key details for each flow, such as:

  • Flow name
  • Flow status
  • Number of enrollments (during the selected date range)
  • Last enrollment date
  • Entry point to the flow’s log


 

Searching and filtering flows

The usage tab allows you to easily locate and filter specific flows:


Search by flow name: Enter the flow name or relevant keywords in the search bar. The list will automatically update to display flows that partially match your input after you press the Enter key.
Filter flow enrollments by date range: By default, the data displayed corresponds to the current monthly usage period. You can also select a custom date range of up to 31 days. This will update the “Flow Enrollments” column with data specific to the chosen period.

 

Export the flow list

You can export the flow list to a CSV file for further analysis or record-keeping by the following steps:


1. Click on the “Export List” button at the top right of the flow usage page

2. You can configure the date range to export the relevant usage data by clicking on the dropdown and selecting one of the following options:


 

  • Export current month’s data: Export the flow table for the current month’s usage period.
  • Export custom date range data: Choose a custom date range of up to 31 days and export the corresponding flow data.


 

3. Once you have selected the date range, you can click on “Export” and the system will export the usage data of the selected date range as a .CSV file


 

By using these tools, you can manage your flow enrollments more efficiently and keep track of your performances over time.