The Reports menu provides one-click reports for viewing information across all workflows.
Navigating to Workflow Management
- Expand Settings and click Workflow Management from the menu.
- Click Reports from the top-menu bar.
Filtering to a Date Range
Click the 
filter icon, select a date range for your reports and Refresh Results.
List of Workflow Reports
| Report Name | Description |
|---|---|
| Summary by Month | Displays workflow summary grouped by Month. |
| Instance Detail | Displays instance details for each workflow. |
| Instance Detail with Completed Resources | Displays instance details for each workflow with completed resources. |
| Pending Steps by Resource and Workflow | Displays pending workflow steps detail sorted by resource and workflow. |
| Pending Steps by Resource | Displays pending workflow steps detail sorted by resource. |
| Pending Steps by Resource with Comments | Displays pending workflow steps detail sorted by resource inclusive of Comments entered against each instance. |
| Completed Steps by Resource | Displays completed workflow steps detail sorted by resource. |