Overview

The Organization Overview gives administrators a centralized view of all Rules, Reports, and Exports across every workspace inside an organization. It helps teams quickly monitor activity, identify inactive configurations, and manage automation items from a single location.

To be able to access the Overview section, Members need to have "Manage workspaces" as a permission inside of the Administrators section.

Accessing the Organization Overview

To open the Overview scroll down to the Organization section inside your workspace and access overview.

Make sure you are an Administrator with "Manage workspaces" permission. Otherwise, you won't see the Overview section!

The Overview page displays organization-wide information aggregated across all accessible workspaces.

At the top of the page, you will find summary cards displaying:

• Workspaces: Total number of workspaces inside the organization

• Rules: Total number of organization rules, including paused items

• Reports: Total number of reports across all workspaces

• Exports: Total number of exports configured in the organization

These cards provide quick insight into the scale and activity of your organization.

Top Workspaces by Activity

This section highlights the most active workspaces based on the total number of configured items.

Each workspace entry displays:

• Number of Rules

• Number of Reports

• Number of Exports

This helps identify which workspaces are most actively used.

Health & Insights

The Health & Insights panel automatically surfaces important information about your organization configuration.

Examples include:

• Rules that have not triggered recently

• Paused Rules, Reports, or Exports

• Workspaces without configured automation items

These insights help administrators maintain clean and active environments.

Rules

The Rules tab provides a centralized list of all Rules across all accessible workspaces. Rules are grouped by workspace for easier navigation.

Each rule entry displays:

• Rule name

• Rule type (New meaning "Rule Engine" and Classic meaning "Rules")

• Last triggered timestamp

• Active/Paused status

Administrators can enable or disable rules directly from this tab. They can also open the related workspace using the link next to the workspace name.

The tab allows to filter rules using the options "All", "Active" and "Paused". Use the Search bar to navigate and look for specific rules.

Use the Export button to export the current rule list as an Excel or CSV file.

Reports

The Reports tab displays all reports configured throughout the organization. Exactly as with Rules, reports are grouped by workspace.

Each report entry includes the report name, the next scheduled run and its Active/Paused status.

Administrators can enable or disable reports directly from this tab. They can also open the related workspace using the link next to the workspace name.

The tab allows to filter reports using the options "All", "Active" and "Paused". Use the Search bar to navigate and look for specific reports.

Use the Export button to export the current report list as an Excel or CSV file.

Exports

The Exports tab provides visibility into all configured exports across the organization. Exports are grouped by workspace.

Each export entry displays the export name, export type (Automatic or Manual), the next scheduled run and its Active/Paused status.

Administrators can enable or disable exports directly from this tab. They can also open the related workspace using the link next to the workspace name.

The tab allows to filter exports using the options "All", "Active" and "Paused". Use the Search bar to navigate and look for specific exports.

Use the Export button to export the current export list as an Excel or CSV file.

Permissions

The Organization Overview only displays:

• Workspaces the current user has access to

• Rules, Reports, and Exports within those accessible workspaces

Users without sufficient permissions will not see restricted items.

Benefits of the Organization Overview

The Organization Overview helps administrators:

• Monitor automation activity across the organization

• Identify inactive or unused configurations

• Manage Rules, Reports, and Exports centrally

• Improve organization-wide visibility

• Reduce time spent navigating between workspaces