Active Processes Reports

Select the required active processes. The summary of all the selected active processes is displayed in this report.

• By default, all the active processes are selected.
• To select specific processes, clear the check box All. Type-in part of the process name in the autosuggest text box and select the required processes. Alternatively, click the Browse icon to browse and select the required processes. To remove a selected process, click the Remove icon.

Select the required data sources. The Active Process Summary report is generated for all the processes associated with the selected data sources.

• By default, all the data sources available in the system are selected.
• To select specific data source, clear the check box All. Type-in part of the process name in the autosuggest text box and select the required data source from the drop-down list. Alternatively, click the Browse icon to browse for and select the required data sources. To remove a selected data source,click the Remove icon.

Select the required check boxes from the following:

• Select ALL: Select this check box to view the summary of active processes in all states of occurrences.
• Active: Select this check box to view the summary of only active occurrences of the selected processes.
• Completed: Select this check box to view the summary of completed occurrences of the selected active processes.
• Terminated: Select this check box to view the summary of all terminated occurrences of the selected active processes.

Select the required process owner. Click the Browse icon to display the list of users assigned the Process Administrator role. Select the desired user and click OK.

The summary of all the processes for which the selected user is the process owner is displayed in this report.

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Select the required active processes. The report displays the stage by stage description of the actions taken on reviews generated for all the selected active processes.

• By default, all the active processes are selected.
• To select specific processes, clear the check box All. Type-in part of the process name in the autosuggest text box and select the required processes. Alternatively, click the Browse icon to browse and select the required processes. To remove a selected process, click the Remove icon.

Select the required data sources. The report displays a detailed description of the actions taken of reviews generated for the all processes associated with the selected data sources.

• By default, all the data sources are selected.
• To select specific data sources, clear the check box All. Type-in part of the name in the autosuggest text box and select the required data source. Alternatively, click the Browse icon to browse and select the required data source. To remove a selected data source, click the Remove icon.

Select the required check boxes from the following:

• Select ALL: Select this check box to include all the reviews from the selected processes.
• Approved and Comitted: Select this check box to view the stage by stage description of the actions taken on all the approved and committed reviews from the selected processes.
• Rejected and Comitted: Select this check box to view the stage by stage description of the actions taken on all the rejected and committed reviews from the selected processes
• Approved but not Committed: Select this check box to view the stage by stage description of the actions taken on all the approved but not committed reviews from the selected processes.
• Rejected but not Committed: Select this check box to view the stage by stage description of the actions taken on all the rejected but not committed reviews from the selected processes.
• Pending: Select this check box to view details of all the reviews that are pending by the signed-in user.
• Coming Up: Select this check box to view details of  all the processes that are coming up to the signed-in user.
• N/A (Bypassed Stage): Select this check box to view details of all the reviews that are bypassed by reviewers. A review may be bypassed if there are multiple stage reviewers and the stage review condition is selected as Any one reviewer must commit while creating the process.

Select the required processes. All the comments added by reviewers on the reviews generated for the selected processes are displayed in the report.

• By default, all the processes are selected.
• To select specific processes, clear the check box All. Type-in part of the process name in the autosuggest text box and select the required processes. Alternatively, click the Browse icon to browse and select the required processes. To remove a selected process, click the Remove icon.

Select the required data sources. A Review Comments report for the processes associated with the selected data sources is generated.

• By default, all the data sources are selected.
• To select specific data sources, clear the check box All. Type-in part of the name in the autosuggest text box and select the required data source. Alternatively, click the Browse icon to browse and select the required data sources. To remove a selected data source, click the Remove icon.

Select the required check boxes from the following:

• Select ALL: Select this check box to view comments added on all the reviews generated for the selected processes.
• Committed Approved: Select this check box to view comments added on all the approved and committed reviews from the selected processes.
• Committed Reject: Select this check box to view comments added on all the rejected and committed reviews from the selected processes.
• Pending: Select this check box to view comments added on all the reviews that are pending by the signed-in user.
• Coming Up: Select this check box to view comments added on all the reviews that are coming up to the signed-in user.
• N/A (Bypassed Stage): Select this check box to view the report for all the processes that are bypassed by reviewers. A process may be bypassed if there are multiple stage reviewers and the stage review condition is selected as Any one reviewer must commit while creating the process.

Select the processes for which the report is to be generated. Reassigned reviews from the selected processes are displayed in the report.

• By default, all processes are selected.
• To select specific processes, clear the check box All. Type-in part of the process name in the auto-suggest text box and select the desired process. Alternatively, click the Browse icon to browse for and select the desired processes. To remove a selected process, click the Remove icon.

When you select the required processes, the Occurrence field displays the date and time of all the occurrences for the selected processes. Select the required occurrences from the drop-down list or click the Browse icon to browse for and select the desired occurrences.

Reassigned reviews from the selected occurrences are displayed in the report.

Select the required data sources. A Reassign Review report for all the processes associated with the selected data sources is generated.

• By default, all the data sources are selected.
• To select specific data source, clear the check box All. Type-in part of the name in the autosuggest text box and select the desired data source. Alternatively, click the Browse icon to browse for and select the desired data sources. To remove a selected data source, click the Remove icon.