Workflow Status Report

The Workflow Status Report provides details about the workflow route, including information about the documents in a workflow, the number of documents processed, and the progress of the documents in the workflow. This is a project dependent report and displays the activity for the selected project only.

  1. Open a new, blank workbook in Microsoft Excel.

  2. Click the FileBound tab.

  3. In the Excel Reporting group, click Report.

  4. Select Workflow Status Report from the Report list.
  5. Select a project to report workflow information for from the Project list. Select All Projects to report on all projects.
  6. Select the user to report workflow information for from the User list. Select All Users to report on all users.

  7. Select additional report criteria if needed, then click Run Report.

    Workflow Route: The workflow process that you want to report status information for.

    Start Date: The start date range for which workflow information will be reported.

    Due Date: The due date range for which workflow information will be reported.

    Completed Date: The date of completion range for which workflow information will be reported.

    Status: The status of the workflow steps you want to report on. The follow status types are available:

    • Overdue Only: Displays a list of documents that are currently in the workflow and are overdue.
    • Current Only: Displays a list of documents that are currently in the workflow.
    • Incomplete Tasks: Displays a list of documents that are in the workflow, and need to be assigned to a user. These documents are in the queue and waiting to be processed.
    • Completed Tasks: Displays a list of documents that have completed the workflow.
    • All: Displays a list of documents that were or are currently in the workflow.
    • System Steps: Displays a list documents that were assigned to steps that are carried out in a workflow by the system. This helps to understand where the routing of documents failed.

    DocumentID: The document ID, which is a unique number associated with the document. Enter a range in the boxes to report on workflow activity for specific documents.

    FileID: The file ID, which is a unique number associated with the file. Enter a range in the boxes to report on workflow activity for specific files.

    Range Begin / Range Length: Determines report paging. For example, if you wanted to limit the report to the first 1000 results, enter RangeBegin=1, RangeLength=1000. For the second 1000 results, enter RangeBegin=1001, RangeLength=1000.

    Sort: Sorts report results in ascending or descending order. Results are sorted in ascending order by default. Use the DESC keyword to sort in descending order. For example, 'StartDate DESC'.

    KeyField: The key field value.