Workflow overview report

The Workflow Overview report displays information about finance-related workflow tasks for each department within the organization. By default, the organization hierarchy is switched off. If you switch the organization hierarchy on, tasks are grouped by the hierarchy.

This report is only available for users with the Workflow Modeler role.

These columns are available on the report:

Task

The task name links to the related task. You can only update tasks that are assigned to you or your group. Tasks that are assigned to other users or groups are read-only.

To open the selected task, click the corresponding task name.

Account

The top account of the related data entry report.

Organization

The organization or department that the task belongs to.

Current Responsible

The workflow user or group that is currently responsible for the assigned task. If it is a user, then this user is displayed in the Current Responsible column after the task is configured in workflow configuration and published to workflow. If it is a group assignment, then this group is displayed in the Current Responsible column. After any user of this group accesses the task, then the Current Responsible column shows the group name / the user name.

Due Date

The date by which the task must be completed.

By default, tasks are sorted by the due date in an ascending order.

Status

The status of the related task.

Last update date

The date on which the last change was made.

You can use the filter field of a selected column to filter the content of the report.