Knowledge BaseHow to use Autopilot DashboardHow do I run a report for a process?

How do I run a report for a process?

Step 1: Creating a report

Step 1: Creating a report

From your dashboard, click on the "Reports" tab

Step 2: Select the process you want a report for

Step 2: Select the process you want a report for

Select the process of which you wish to run a report for. Select the process by simply clicking on the desire process name.

Step 3: Generating a Report

Fill in the form criteria that appears on screen (As shown above). Workflow Criteria, as well as Additional Criteria are optional details (i.e. this sections can be left blank).

Step 3.1:Click on 'Generate Report'

Step 3.1:Click on 'Generate Report'

Click on "Generate Report" at the bottom right corner of the screen to generate the report.

Step 3.2 Download a Report

Step 3.2 Download a Report

Click on "Download File" to download the Excel file of the process report you requested.