View Dynamic Workflow Summary Report

This topic describes how to view the pivot table-based report that displays the summary of all the workflows. You can also add organization-specific fields that can be displayed in the report and use the expression editor to customize the values that must be displayed for these fields. The report can also be sorted by a column or row.

To view the Dynamic Workflow Summary report

  1. Select Tools (Workflow) > Reports > Dynamic Workflow Summary > Default on the Process Runner tab. The Dynamic Workflow Summary window is displayed.
  2. In the Filter Settings section, select the following options:
    • Workflow Name: Indicates the workflows based on which the report must be displayed.
    • Date Filter: Indicates the date range based on which the report must be displayed.
  3. Select Apply Filter. The dynamic workflow summary report is displayed.
  4. To customize the report, move the fields from the Report Customization Settings section to the following areas:
    • Filter Area: Indicates the selected fields that can be used as filters; however, the fields are not displayed in the summary report.

      Note: To update the filter for each field, you can use the filter icon available in the upper-right corner of the field, and then select the filter parameter. Or, right-click the field, select Show Filter, enter the filter conditions in the Filter Editor dialog box, and then select Apply > Ok.

    • Column Area: Indicates the fields based on which the report is grouped column-wise.
    • Row Area: Indicates the fields based on which the report is grouped row-wise.
    • Data Area: Indicates the fields that are displayed in the report.
  5. Optionally, to add fields to the report, select Add New Dynamic Field. In the Add New Dynamic Field window that is displayed, enter the field name and enter the expression that must be used for the field in the Expression Editor window. The field is added to the Data Area.

    For example, you can add a field, Total Workflow Items and in the Expression Editor window, provide the expression as [In Progress] + [Completed] + [Rejected] + [Terminated], which will display the total number of work items for a workflow.

    Dynamic Workflow Summary Report

    6. Note: In the Report Customization Settings section , you can also right-click any out-of-the-box column and select Show Expression to provide an expression in the Expression Editor window.

  6. To see the effect of the fields that you dropped in the Display Result section immediately, select Update. To not see the effect, select Defer Layout Update.
  7. To save the current filter parameters, select Save Filter or Save As Filter and provide a name for the filter; you can use this saved filter later or share it with other users with either read-only or read and write permission applied to the filter.
  8. To choose from the available saved filters, select Load Filter, select a filter, and select OK. Based on the parameters of the saved filter, the report is displayed.
  9. To reset the filters to their default values, select Default Filter.

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