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How do I run Workflow and Process Map reports?

Report on Workflow in progress, rejected & completed flows. Report on Process Map usage.

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Written by Colin Little
Updated over 3 months ago

Workflow Reports

  1. Click Reports on the left-hand side menu. All processes you that were published to you, you were involved in or that you own will appear here.
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  2. Select the process you want to report on, selecting the Start and End Date to determine the timeframe you want to report on.
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  3. Click on the "Export Data" button in the top right corner of the screen to export this to CSV. By default, this will include all versions of the workflow that have had flows run through them during the timeframe selected. If you do not want to include specific versions these can be unchecked.
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  4. If a CSV is not required a list of all Flows started during the date range selected will be available to review with a few key details. Clicking on the Flow ID will open the completed steps for that particular Flow.


Process Map Report Types

  1. Click Reports on the left-hand side menu

  2. Select the Process Maps tab

  3. Select the Process Map report type you want to download the CSV

Process Maps Report

  • Process Name

  • Created by

  • Process Owner

  • Approval date

  • Last edited date

  • Last published date

  • User who approved

  • Flow Model Owners

  • Review date

  • Version

  • Category/subcategory path

  • Process status (Published, Draft, Awaiting approval)

Process Usage Report

  • Process Name

  • Process views (total)

  • Last view date

  • Number of feedback comments

Users Report

  1. Click Reports on the left-hand side menu

  2. Select the Users tab

  3. Select the date range

  4. Click Users Report to run the report and download the csv

  • Users name

  • Email

  • Users manager

  • Last login date

  • Teams assigned

  • Roles assigned

  • Logins in last month/quarter/year

  • Total user logins in specified period

Tags Reports

  1. Click Reports on the left-hand side menu

  2. Select the Tages tab

  3. Select the Tag report type you want to download the CSV

Flow Model Tags

  • Tag Name

  • Flow Model Category Name

  • Tag Group Name

  • Flow Model Type

  • Flow Model Name

  • Flow Model Status

Flow Model Step Tags

  • Tag Name

  • Flow Model Category Name

  • Tag Group Name

  • Flow Model Type

  • Step Name

  • Flow Model Status

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