Workflows
The Workflows page within Operations is where management keeps track of completed Workflows or those in process. You can also view productivity by user in the Task Logs.
Click a report to bring up the Report Builder.
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Reports
Limit the results of the report using the information below. When finished, click CREATE REPORT.
Once the report is built you'll have the option to create a Dashboard card or download as an HTML or CSV.
Tasks
Here you can view workflow productivity by user. Fill out the information below then click CREATE REPORT.
Click a day to view when tasks were completed and by which user. At the bottom you'll see a summary of users and tasks in this date range.
Workflows
Here you can view all Workflows in process or already completed. Click on a Workflow to be taken to the Workflow Processes page.