Knowledge BaseHow to use Autopilot Process SetupHow do I create/edit a report for a workflow?

How do I create/edit a report for a workflow?

In order to make a change to a process, you will need to access the Setup Lander.

To access the Setup Lander view: How do I access a process I want to Edit

Access Reports

Access Reports
  1. Click on Report Tab
  2. To edit a Report, Click on the report name, that you want to edit.
  3. To create a new Report, Click on "Add a new report".

Creating/Editing the Report

  1. Enter the name of the Report
  2. Enter a Report Description
  3. Click to expand to add/edit the report fields and criteria.

Report Fields

  1. Select a field from the list of fields available (N.B All fields that are on your form, can be a column in the report)
  2. Click on "Add another field" to add more fields.
  3. Click on X to remove a field.

N.B. You can add instance fields to the report such as:

Created By -  The User who created the task 
Currently Assigned To - The User the task is currently assigned to 
Date Created - The date the task was created
Initiated By - The User who initiated the task 
Last Action By - The User who performed the last action on the task 
Last Action Comments - The last comments added to the task 
Last Action Date - the date this task was last actioned on 
Last Action - The last task action
Reference Number - The unique reference number of each task
Status - The system status of the task i.e. In progress, completed or canceled. 
Participant Fields - Select a participant involved in this task to be displayed in the report

Report Criteria

Report Criteria is simply just an extra filter in which you can filter down your report search.

  1. Click on the Text box to get the list of criteria you can choose from. (N.B All fields that are on your form, can be a column in the report)
  2. Click "Add criteria" to add more criteria to the report.
  3. Click on X to remove a criteria.
  4. Click on 'Save' to save the report changes

N.B. You can add instance fields to the report (As shown above for the report fields)