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.
- Click Reports from the top-menu bar.
Filtering to a Date Range
Click the filter icon, select a date range for your reports and Refresh Results.
List of Workflow Reports
|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.|