Generating a Workflow Requests Summary Report
Workflow Manager 2020 | Reports
Edition:This feature is available in Workflow Manager only.
A Workflow Requests Summary Report groups workflow requests by company, and presents information on their progress and Service Level Agreement (SLA) status.
You can choose to return information about one workflow request or about all of a company’s workflow requests. You can also filter the report by SLA status.
To view a Workflow Requests Summary Report:
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1.
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Click Workflow Requests Summary Report on the Reports menu. The Workflow Requests Summary Report page opens. |
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2.
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From the Company list, select the company that you want to view a report on. |
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3.
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Select one of the following options to specify which requests to include in this report: |
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Single Workflow Request—Select this option to return information about only one workflow request, which you select from the associated combo box. |
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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 |
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If you chose to generate a report about a single workflow request, the Additional Metadata Filter Conditions 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 the checkbox, the metadata filter fields appear, and you should do the following: |
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Select the data element that you want to filter by from the Metadata Field list. |
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b.
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Enter a value for the selected Metadata Field in the Condition Value box, or select a value from the Values List (when available). |
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c.
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Select the appropriate Operator from the list (AND or OR). |
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d.
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Continue adding Metadata Fields, if desired. You can filter by up to four fields. |
See Also
Workflow Requests Summary Report