Sunday, March 10, 2019

Reporting

Rethink Workflow allows you to create easy-to-use forms to capture quality data from the end-users. The system also enables to create powerful flows to streamline your organization business processes. The last piece of this puzzle is reporting, which is a way for you to view, search, filter, and extract entered values from the system for your own purposes.

There are two types of report: overall report and workflow-specific report.

Overall Report

The overall report allows consolidating entered values in all workflows in one single user interface. There are many ways to get to this report from the overall dashboard: 

1. Click on the application menu, then select Documents

2. Click on the notification icon (the bell icon on the top-right corner) and select ALL DOCUMENTS

3. Under your Inbox widget, select VIEW ALL

4. Under your Recent Documents widget, select VIEW ALL

Here is an overview of how the report interface looks like:

Workflow-specific Report

A workflow-specific report is having exactly the same features as in the overall report above, but for a particular workflow. From the workflow-specific dashboard, you can follow the same method 2, 3, 4 above to get to the report for this workflow.

Using Filters

To add a new filter, click on FILTERS button on the right-hand side. On the popup dialog, search and select the filters you would like to add. The predefined filters are in black color while the filters provided by form fields are in orange color. 
The demonstration below shows how to add, use, and remove a filter.

Using Columns

To add a new column, click on COLUMNS button on the right-hand side. On the popup dialog, search and select the columns you would like to add. Similar to filters, predefined columns are in black and columns provided by form fields are in orange.
The video below demonstrates actions can be performed on columns.

Export data to CSV (Microsoft Excel readable) or JSON format

To export data from a report to CSV or JSON format, select EXPORT button on the right-hand side, and click on the desired format. Note that the data exported only include the columns you selected.

Manage Reports

You can also save the report filters and columns for later retrieval. To save a report, click on SAVE AS button and provide the name and description on the popup dialog and click on SAVE. After that, you can click on the arrow next to the report name to switch between the report.


No comments:

Post a Comment