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Reports for Workflows

The Reports menu provides one-click reports for viewing information across all workflows. 

Navigating to Workflow Management
  • Expand Settings and click Workflow Management from the menu.

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  • Click Reports from the top-menu bar.

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Filtering to a Date Range

Click the CHR_-_Filter_Icon.pngfilter icon, select a date range for your reports and Refresh Results.

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List of Workflow Reports

Report Name Description
Summary by Month Displays workflow summary grouped by Month.  
Instance Detail Displays instance details for each workflow.  
Instance Detail with Completed Resources Displays instance details for each workflow with completed resources.  
Pending Steps by Resource and Workflow Displays pending workflow steps detail sorted by resource and workflow.  
Pending Steps by Resource Displays pending workflow steps detail sorted by resource.  
Pending Steps by Resource with Comments Displays pending workflow steps detail sorted by resource inclusive of Comments entered against each instance.  
Completed Steps by Resource Displays completed workflow steps detail sorted by resource.  
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