Projects Report

Workflow Manager | Reports

Edition:This page is available in Workflow Manager only.

A Projects Report groups projects by customer and returns summarized information including the progress and Service Level Agreement (SLA) status of workflow requests. You can choose to return information about one project or all of a company’s projects.

To view a Projects Report, click Projects Report on the Reports menu. The Projects Report page opens.

Projects Report Page Options

Option

Description

Company

Select the company that you want to report on.

Project

Choose one of the company’s projects from this list, or select ** View for all ** to return information about all of a company’s projects.

SLA status

To return only workflow requests with specific SLA Status values, choose one or more of: Completed On Time, Completed Late, On Time, At Risk, or Late. Select all of these if you want to report on all workflow requests.

View Report

Click to generate and display the Projects Report.

Projects Report Information

A Projects Report lists project summary information by Workflow Consumer, including request and Service Level Agreement (SLA) status. You can choose to include information on one project or all of a Workflow Consumer’s projects.

The following information is included in the Projects Report:

Projects Report Information

Item

Description

Project Summary

General project properties and SLA settings.

Workflow Requests by SLA Status

A table listing the number of workflow requests associated with this project, grouped by SLA Status: Completed On Time, Completed Late, On Time, At Risk, and Late.

Workflow Request Progress

Overview

This section includes the following pie charts:

SLA Compliance Summary—Pie chart illustrating the number of workflow requests associated with this project with a given SLA status.
Current Phase Status—Pie chart illustrating the number of active workflow requests associated with this project in a given phase.

Workflow Request Progress

In-Progress Workflow Requests By Current Workflow Phase

Lists of in-progress workflow requests in each workflow phase, grouped by SLA status.

View Workflow Requests Summary

Click to open the Workflow Requests Summary Report for this project.

See Also