What is a Workflow Export report
The Workflow Settings Report provides a high-level overview of workflow configurations across your organisation. Once downloaded, you can review the forms, associated departments, assigned locations, schedules, responsibilities, and trigger events configured within each workflow.
How to export a Workflow Export report
Go to the Reporting Portal.
Select My Reports Listing in the left-hand side bar.
Click Workflow Export under System.
Select the desired workflow types and click Download.
Once downloaded, you can view the forms, associated departments, assigned locations, schedules, assigned responsibilities, and trigger events within the workflow.
Did you know...?
You can schedule the reports and send them to the relevant team members via email.
You can create a favourite report to save a report with specific filters, amalgamations, and date ranges applied, allowing easy access without needing to reapply the filters each time you run the report.
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