How to Create a Workflow Report (Legacy workflow)
The Workflow Reporting wizard allows you create custom reports. Some of the reports you can create include, by next step due, the status of a specific step, and reports on upcoming deadlines. Before you create workflow reports you will need to add the Workflow Task List Home Page control. For further information on adding this control and customising the Home Page see the topics under Related Topics below.
Legacy Workflow Report Wizard
Note: when you select one or more fields to export then you can only display the report within MS Excel, and the Formatted Report output option is disabled.
- Click the Report button. The Workflow Reporting wizard appears.
- Click the Define a new report hyperlink. A list of the type of reports that you can create appears.
- Select the report type from the list. The next step within the wizard is determine by the report you select.
- Follow the guidance within the wizard. For example, specific filters in order to produce the report.
- (Optional) If you want to export specific fields to Microsoft Excel, then select their related check boxes.
Note: when you select one or more fields to export then you can only display the report within MS Excel, and the Formatted Report output option is disabled.
- On the Choose the type of output you want page, select whether you want to export the data to MS Excel or produce a formatted report.
- Click Next. The Save the Report page appears.
- Enter a name for the report in the box if you want keep a copy and then click the Save Report button.
- Click Finish to generate the report.
Use options on the Workflow tab toolbar to print, export to PDF and send via email.