Generating a Projects Report

Workflow Manager 2019 | Reports

Edition • This feature 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:

1. Click Projects Report on the Reports menu. The Projects Report page opens.
2. Select the company that you want to report on from the Company list.
3. Choose one of the company’s projects from the Projects list, or select ** View for all ** to return information about all of a company’s projects.
4. 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.
5. Click View Report. The Projects Report opens. See Projects Report for more information.

See Also