Workflow Aggregates Report

 Last updated: February 28, 2018     


Overview

Objective

The workflow aggregates report allows users to get a high-level view of the workflow activity during a time window. The report in its current iteration of development refreshes every day. Please note that workflow data prior to August 26, 2017 is not available for use in the Aggregate report.

Summary

The workflow aggregates report summarizes aggregate data from selected workflows that you specify using a particular date range (e.g., "this week", "last week", "last month", etc.). You can save the report and add it as a widget to the dashboard (the saved report reflects the state of filters and columns when you saved it).

Release Notes

This report is in its Open Beta release, meaning that it is not automatically turned on in your account. See the How To tab to learn how to turn these reports on in your account.

Admin How To

Turn on the Workflow reports functionality

SpringCM Super Administrators can turn on workflow reporting in the Admin settings. You need to manually enable these reports for your account because they are still in the beta release stage.

  1. Log in to SpringCM with your administrator credentials.
  2. Click the Admin link in the navigation header. The Admin landing screen defaults to Account Preferences > General.
  3. Locate the Enable Workflow Reports checkbox in the General section.
  4. Check the Enable Workflow Reports checkbox to enable this feature in your account.
  5. Click the Save button.

The reports display the next time your users log in to SpringCM. Users can refresh their browser tab to display them immediately.