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Process List Report

Generate a report for managed documents, processes, value streams or attachments based on different filters within the report list.

Written by Hylet Pistorius

To view the process list report you need to be an administrator or have the view report permission.

You will only be able to see items that are associated with the company you are currently in.

Filters

You can also simplify your search for particular items using the filters at the top of the process list page. Using these filters, items will only appear if they match all the filters that were selected. The following filters are available: Status, Type (process, value stream, managed document, attachment), Tags (process level/activity level), Attachment link type, Business continuity, Glossary term, Note type, Group (directory folders and subfolders), Activity role, Stakeholder, Author. There is also an option to search within a specific timeframe by toggling on 'Enable Dates' and setting the 'Date from' and 'Date to' fields.

Searching for Stakeholders (owners, experts, authors)

If searching for items that have a specific expert in it, you can use the stakeholder filter. This filter displays all managed documents, processes and value streams that the stakeholder is in. However, there's a separate filter specifically for authors. Thus, the stakeholder filter only includes owners and experts, not authors. To include authors in your results, use the author filter alongside the stakeholder filter. Informees are not stakeholders and cannot be filtered.

Quick Steps

  1. Set the desired filters at the top of the page.

  2. Select the green 'Generate' button below the filters. Results will populate in the table. To collapse the filters and expand the table, select the downward arrow at the top left of the page:

    (generate the table again if needed)

Further additional actions:

Report Columns

The following columns appear in the report:

  • Title (object title with the object type displayed in the description (small text underneath the object title). Attachment types will also appear here.

  • Process owner

  • Experts

  • Author

  • Score (process quality score).

    • Take note that managed documents' quality scores will appear as 0 in the report as they are not part of the quality score feature.

  • Has future state

  • Group (directory folders and subfolders)

  • Created (Date)

  • Updated (Date)

  • Tags (process level/activity level)

  • Status

The Review date column is included in the export options (PDF, CSV, Excel) but does not appear on the on-screen report. It sits alongside the other date columns and follows the same date format. If no review date is set on a record, the cell is left empty and the row is still included.

When the report is exported to PDF, CSV or Excel, the Review date column is included in all three formats with the same column ordering and date formatting as the on-screen report. This applies to filtered result sets as well — the column is always present.

Note

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