How to run a Workflow Report
Keeping accurate reporting and data is critical for day-to-day operations.
Workflow and Document Management play an integral role in the success of any project.
Workflow and Document Management play an integral role in the success of any project.
See below on how to run the Excel report with ease.
Access Workflow
Go to the main menu and select 'Document Approval Workflow'
Running the Report
1. Filter by Workflow Category
2. Workflows belonging to the selected Category will be displayed here
3. Select the workflow you wish to report on
1. Set Filters before running the report
2. Run the report
An Excel File containing your report will download, once opened you will be able to see the status of each document.
Along with the workflow status clearly highlighted and due date information
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