Monitoring & Reporting Workflow

In this article :

• Workflow Monitoring
• Workflow Reporting

Workflow Monitoring

You can get a quick snapshot or monitor the statuses of your workflows directly from the Dashboard. This also allows you to filter the widgets by categories, so you can get a more focused and tailored view of the data. By clicking on each category, you can deep dive into the data and explore it further to gain insights.

To do this:

1. Log in to your Web Console
2. Ensure you have visibility or change the position of the widget from the Dashboard settings
3. Click on the Filter to view the form categories
4. Click on the Categories of your choice to filter the data
5. You can click on each bucket to explore it further.
6. Done!

Workflow Reporting

The Workflow section is a powerful tool, where you can generate a workflow report on forms that are been completed by the submitter or the staff on-site

To do this:

1. Log into your Web Console
2. Go to the Reports section
3. Go to the Workflow tab
4. You can adjust the Date Range
5. You can Filter the sites
6. You can add Form categories
7. You can also filter through the Statuses
8. Click on the Folder to open the workflow
9. Click on the form to review them
10. You can also download a CSV file if required