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Creating Reports for your Workflows

Need to create Workflow reports? This is how you do it.

There are three kinds of reports you can apply to your workflows and their related documents:

  • Document Review Status - this creates a report showing only the columns already viewable.
  • Document Review Status Extended - this creates a report showing all the columns available.
  • Workflow Review Status – this report lists transmittal information and details of a steps' due dates and days late.

Next steps

When you’ve created your reports you can export them to Excel and move the files to your document register.

Creating a report

  1. Choose your project from the Project Selector at the top of the page.
The Project selector
  1. Click Workflows in the Module Menu, and then under Search, click Workflows.
Searching workflows
  1. Enter your search criteria and click the Search button.
Entering search criteria to find workflows
  1. On the search results page, click the Reports button and select one of the options.
Choosing the report you need
  1. If you didn’t choose a template as one of your search criteria, choose a template from the Template list that's displayed, and click OK.
Selecting a template
  1. Click the Export to Excel button to save or print the report.
Click the Export to Excel button
Any feedback?

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