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Processes Report
Processes Report

All processes filtered by template, process status, and start date

Natalia avatar
Written by Natalia
Updated over a week ago

Processes report allows to view list of all started processes including detailed properties of every process.

How to create report: 

  1.  Select one ore more process templates. If you want to see all processes, just select "All templates" option. "No template" option is for processes without a template, eg. when template was deleted. 

  2. Provide date range for process start date. You can select one of predefined values ("Today", "This week", etc.) or select a custom dates range.

  3. Select process statuses to be included into report.

  4. Click "Create report" button

Process statuses:

  • Active - process is not finished yet. It has some tasks which need to be completed. (Skipped tasks are not taken into account).

  • Completed - all process tasks are completed.

  • Approved - same as completed, but process has some granted approvals inside.

  • Rejected - process is finished, but resolution is "Rejected". 

Report includes the following process data:

  • Template title 

  • Process title

  • Process starter - user who starts the process

  • Process started - date and time of current process initiation

  • Process completed - date and time when process is finished

  • Process deadline - current deadline for the process (if process is completed, last deadline is displayed)

  • Status - current process status. 

How to export report:

You can preview reports data on screen or export.
Supported export formats: 

  1. Microsoft Excel file.

  2. Comma separated values (CSV) file.

  • To export report click on green export button and select preferred file type:

Preview report options:

  • In preview mode you can resize, hide or freeze some columns for your convenience.

  • To view hidden data click on row to open it in popup.

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