Generate a Work Process Status Report

To generate a work process status report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Work Report - Default section.
  3. Click the <Work Process Name> Status Report link or icon for which you want to create the report.

    The <Work Process Name> Status Report page appears.

  4. Select employees from the employees list.
  5. Select customers from the customers section.
    • Select More Customers: Allows you to select customers from the list.
    • Remove All: Allows you to remove all the customers.
    • Remove Selected: Allows you to manually select the customers and remove only the selected ones.


  6. Optional: Change From and To dates.
    Both From and To default to today.
  7. Select Work Status from the dropdown.
  8. Select the below options as per your requirement.
    • Show Deleted Works
    • Assigned To
    • Created By


  9. Select TAT or Actual TAT for Include.
    Refer to the help text provided beside TAT and Actual TAT to know more.
  10. Optional: Select HTML or XLS or XSLX for Load report as.
    Load report as defaults to HTML.
  11. Click Load.
    The Work Status Report is displayed depends on the report format.

  12. Optional: Click work process name link under the Work Title column to view work details.