Reports section is available only for users with "Administrator" role

How to work with reports: 

  • Click on "Reports" top level menu item

  • Select one of available reports and click "Run report"

Available reports:

  • Processes Report - Lists all processes filtered by template, process status, and start date. Report includes process start and completion dates, completion status, and process starter.

  • Form Data Report - Get form data for a list of processes filtered by template and dates range. Report includes all form fields and data from nested table sections.

  • Detailed Task Report - List all tasks and approvals from multiple processes filtered by template and dates range. Report includes task status, assignee, creation and completion dates

NOTE: Reports may be not work on devices with smaller screens, like smartphones.

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