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Workflow Reports

There are two reports that allow for viewing the status of current forms. These reports are listed under General on the Reports window.

Report

Description

Can Filter By

WorkFlow Status Detail Report

 

This report lists the detail of the workflow

Report includes:

Packet ID, Description, Form Group, Facilities, Status, Step Name, Activity Type, Form Name, Recipient Name, Recipient Due Date, and Complete Date if applicable.

Location

Form Group

Status

From and To closed dates

WorkFlow Status Summary Report

 

This report lists the detail of the workflow

Report includes:

Packet ID, Description, Form Group, Facilities, Type, Status, Step Name, Activity Type, Form Name, Recipient Name, Recipient Due Date, and Complete Date if applicable.

Location

Form Group

Status

From and To closed dates