To create a report, please follow the steps below:
Open the Admin Console and click on the ‘Workflow’ menu at the top of the page. Select ‘Templates’.
Select the template you wish to create a Report for.
Check to ensure the Template and Version you want to use are ‘Enabled’ by clicking on the pencil icon. If the ‘Enabled’ box is not checked, please click on it to make sure you see the checkmark.
Navigate to the ‘Reports’ tab under the ‘Workflow’ menu.
Click on the ‘+’ icon to add a new report.
Fill the pop up form with the Display Name of the Report, Start and End date (can be left blank), Approval Tree, Template Version, and any other relevant fields. Then click ‘Save’.
Select the ‘Security Groups’ tab and click on the pencil icon to add a security group.
In the ‘Reports’ section, click on the lightning icon to ‘Generate’ the Report. Continue to click the refresh icon until the ‘Generated Date’ is displayed.
9. Enable the Report by selecting the Report, and clicking on the pencil icon. Then select the ‘Enabled’ box in the popup so you can see the checkmark. Click ‘Save’.
