Hi,

Great questions! Pipefy’s reporting (Insights) can be a bit tricky when it comes to interpreting "Phase Name" and "Current Phase", especially in Lead Time / Average time per phase reports. Let’s clarify:

Key Concepts Explained

Phase Name (as a Dimension):

• Represents any phase the card has passed through.

• When used in the report, it breaks down the data by each phase the card entered — regardless of whether it's the current phase or not.

• Use this to get accurate average time per phase, historically.

Example: A card that went through “Review”, “Approval” and “Completed” will be counted once in each if Phase Name is in the Dimension.

Current Phase (as a Filter):

• Refers only to the current phase where the card is now.

• When added as a filter, your report will only show cards that are currently in that specific phase, which is usually not what you want when calculating average time per phase historically.

• This filter will skew the results, because it excludes all completed cards or cards that already left the phase.

🧠 So, what happens when you combine both?

Configuration	Result
Phase Name in Dimension only	Shows average time per phase (correct)
Phase Name + Current Phase filter	Shows only cards that are still in that phase — results get distorted
No Phase Name, only Lead Time	Shows total lead time, not per phase

Best Practice for “Average Time per Phase” Report

• Measure: Lead Time (Hours) - Avg

• Dimension: Phase Name

• Time Group: Created at, select appropriate period (e.g., Last 30 days)

• Do not add "Current Phase" filter

• Optionally: Add other filters like Pipe, Label, or Field to narrow down by process or type of request

Do the Date Filters Work?

Yes — but with nuances:

• When you choose a time filter (like “Last 30 days”), you're usually filtering by the card's creation date.

• If you want to filter when the card passed through a phase, you'd need to use "Time Group: Entered at" or “Exited at” instead of just “Created at”.

However, these options are limited depending on your Pipefy Insights version and metrics available in the report builder.

Example configuration for accurate result

• Measure: Lead Time (Hours) - Avg

• Dimension: Phase Name

• Time Group: Entered at → Last 30 days

• No filter for Current Phase

• Grouping: w/o grouping (unless you want daily/weekly breakdown)

Summary

Component	Use it?	Purpose
Phase Name (Dimension)	Yes	To break results by phase
Current Phase (Filter)	No	Only use when interested in where cards are now
Date Filters	Yes (with correct Time Group)	Filters by when card was created/entered/exited a phase

Regards
Joao Quint​​​​​​​

Thanks @joao-quint for this comprehensive feedback. Much appreciated, will go through it & if I have any issues will get back to you.  Thanks again