A variety of reports are available in the Web console. These
reports give you access to data extracted from the workflow log
history to help you quickly check status, identify and resolve
bottlenecks, measure or evaluate the effectiveness of workflows,
keep track of details for auditing purposes, etc. You can also
print the reports or save the data to a file.
The following is a list of the various pre-designed workflow
reports available in Process Manager.
Due date: This report lets you see which
workflows are running, their due dates and time remaining, the
contact name(s) of the participant(s), and what actions are
pending, the name of the workflow, and its ID numbers.
Workflow volume: The workflow volume report
lists the workflows on your system, when and how often they run,
etc. Details include workflow name and IDs, current status,
completion times, start and end times, and the revision
Audit history: The audit history is a summary
of workflows that gives you details you can use for workflow
auditing purposes. Fields include the last update date and time,
action names, audit text, workflow name and ID numbers, revisions,
and current status.
Workflows by requester: This report helps you
list workflows originated by a particular user. Details shown are
the workflow IDs, current status, name of requester (if the
Requester field was defined in the event listener), actual
completion time, the start and end times, and the workflow name and
Manual task actual times: You may want to
compare the completion times of workflow actions with the time
initially expected, to get a better feel for actual time required,
and for overall planning purposes. Details in this report include
actual time (days, hours, minutes), who completed each action, the
action description, completion date and time, any comments provided
by the person who completed the task, the workflow name, revision
number, and workflow ID numbers.
The Errors report lists any workflows that encountered errors
during execution. Details in the error report include the workflow
name and revision, ID numbers, action descriptions, error
description, and the date and time when the exception
To access reports and histories
From the main Process Manager screen, click Tools
| Web application.
Enter your login credentials and click
Click the Reports icon at the left side of the
Choose the report you want to generate from the
Select the desired filter options.
Click Run report.
You can use the available filters to narrow the scope of the
reports. For example, for the Due dates report, you can
filter by workflow name, user name, workflow status, and due date
range. Different filters are available for each report,
depending on the data being displayed.
You can also display a graph or pie chart to help interpret and
compare the data in the report. After selecting a report, click the
Graphical view tab. Click Print graph to send the
graph to your default printer.