Workflow Requests Summary Report

Workflow Manager 2019 | Reports

Edition • This page is available in Workflow Manager only.

A Workflow Requests Summary Report lists request summary information by company, including progress status and Service Level Agreement (SLA) status. You can choose to include information on one request or all of a company’s requests. You can also filter the report by SLA Status.

To view a Workflow Requests Summary Report, click Workflow Requests Summary Report on the Reports menu. The Workflow Requests Summary Report opens.

Workflow Requests Summary Report Page Options

Option

Description

Company

Select the company that you want to view a report on.

Include

Select one of the following options to specify which requests to include in this report:

•

Single Workflow Request—Select this option to return information about only one workflow request, which you select from the associated combo box.

•

Multiple Workflow Requests—Select this option to return all workflow requests with specific SLA status values. Choose one or more of Completed On Time, Completed Late, On Time, At Risk, or Late to indicate which workflow requests you wish to return. Select all of these options to return all workflow requests associated with a project

Additional Metadata Filter Conditions

If you chose to generate a report about a single workflow request, this check box becomes visible. Select this check box to return filter your report by the values provided by people as they complete the data elements in a workflow request.

If you select this checkbox, the metadata filter fields appear, and you should do the following:

•

Metadata Field—Select the data element that you want to filter by from the list.

•

Conditional Value & Values List—Enter a value for the selected Metadata Field in the Condition Value box or select a value from the Values List (when available).

•

Operator—Select the appropriate Operator from the list (AND or OR).

You can filter by up to four Metadata Fields.

View Report

Click to generate and display the Workflow Requests Summary Report.

Workflow Requests Summary Report Information

The following information is included in a Workflow Requests Summary Report:

Workflow Requests Summary Report Information

Item

Description

Administrator Company

Identifies the administrator company associated with these workflow requests.

Selected Workflow Requests

List of the SLA status values included in this report.

Workflow Requests

List of workflow requests associated with this administrator company. The list includes the following information:

•

Workflow—Hyperlinked workflow request name. Click the name to open the Workflow Request page for that workflow request.

•

Start Date—The date the workflow request was submitted.

•

Due Date—The date the workflow request is due to be completed, in order to meet SLA requirements.

•

End Date—The actual date the workflow request was completed.

•

Progress Status—The phase type of the workflow request’s current workflow phase.

•

SLA Status—The workflow request’s SLA Status. One of On Time, At Risk, Late, Completed Late, or Completed On Time.

•

Elapsed Time—The amount of time elapsed since the workflow request was submitted, excluding any periods when the SLA clock was stopped.

•

SLA Time—The amount of time elapsed since the workflow request was submitted, excluding any periods when the SLA clock was stopped, and excluding any time spent performing a workflow step that was not tracked.

•

Company—The name of the workflow consumer’s company.

•

Project—Hyperlinked name of the project associated with this workflow request. Click the name to open the Projects Report for that project.

Workflow Requests Summary Report

Workflow Manager 2019 Help Library

August 2019