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