Reports and Analysis
The different reports and analyses are accessed using Tell Me. Choose the icon, enter the report name, and then choose the related link.
Workflow Team Analysis
In the Workflow Team Analysis page, you have the ability to analyze the work on tasks within a freely definable period.
Use the Analysis View field on the General FastTab to set the line view. You can choose between Due Tasks and Completed Tasks.
By selecting an option from the View by field on the Matrix Options FastTab, you can filter your result by a period, for example, day, week, month, quarter, or year. The Accounting Period option refers to the period you have set up for the company.
Choose the Show Matrix action on the action bar to open the Workflow Team Analysis Matrix. This page can be used in order to depict the trends or changes over different time periods.
Overdue Tasks
This report can be used to print overdue workflow tasks. By setting different filters you can decide what should be included in this report. To add more fields into the Workflow Task FastTab, choose the icon.
The fields on the Options FastTab are described in the following table.
Field | Description |
---|---|
Reference Date | Enter the date with which the due date will be compared. Based on this date, the overdue days will be calculated. If you leave this field blank, the application will use the work date as a reference date. |
Show Workflow Task Description | Turn on the toggle if the detailed task text should be printed. |
Use Hierarchy Filter | Turn on the toggle if you want to print overdue tasks of those teams, which report to the team specified in the Hierarchy Team Code field. |
Hierarchy Team Code | Enter the code of a workflow team. Based on the current hierarchy, overdue tasks of those teams will be printed, which report to the team specified here. If you do not select any team here, but the Use Hierarchy Filter toggle is turned on, then all those workflow teams will be used, to which you belong. |
The default filters on the Workflow Task FastTab are described in the following table.
Filter | Description |
---|---|
Team Code | Provide the workflow team, whose overdue tasks should be printed. |
Due Date | Provide the due date (or the date period) for the tasks that should be printed. All tasks that are due on this date or during this date interval will be printed. |
Choose the Print button to print the report or the Preview button to preview the report on the screen before printing. In case you decide not to print the report, choose the Cancel button to close the report request page.
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