1 Reply Latest reply: Nov 15, 2007 7:27 PM by Guest RSS

how to run a report

Currently Being Moderated

Post Author: rnagahori

 

CA Forum: Nsite

 

Running Reports

You can run reports to check the status of routings.

 

To run

reports:

 

 

 

Click the Reports Reports allow users to

gather statistics and routings. The type of report accessible to the user

depends on the privileges given to the user by an administrator. All users can

view reports about routings in which they are a participant. Reports can be run

for each application and can include a specific process. Reports may also be run

at the department or company level. tab.

 

 

Select the type of report you want to run (for example, Company

Status Report).

 

 

 

Note: The type of report you may select

depends on privileges given to you by your company's Nsite Administrator A privileged user who

has the ability to control user accounts and company information through

administrative links on Home page. Only administrators have privileges to view

and access the administrative links. Your Nsite Administrator is the person who

initially registered you with Nsite. When you are registered with Nsite, you

receive an e-mail from Nsite Services declaring "FirstName Lastname has

registered you for Nsite," where FirstName LastName is the name or your

administrator. The administrator is normally an employee of your organization

that administers passwords and privileges for the Nsite users within your

organization. The Nsite administrator is not an Nsite employee..

 

 

 

Set the selection criteria.

 

 

 

Select the date range.

 

 

Select initiators and departments

for routings you have received.

 

 

Select recipients and departments

for routings you have sent.

 

 

Select the Routable EO, Process Application or SmartForm SmartForms are similar to the current

Nsite Applications; however, SmartForms do not all support advanced features

available in the Enterprise edition of Nsite, such as Application Builder and

configuration options within Process Builder. SmartForms still function

normally. from which to gather data.

 

 

In the Routing Status area, select the

applicable check boxes for routings sent.

 

 

In the Routing Priority area, select the

applicable check boxes for routings sent.

 

 

 

 

Click the Create

Report button.

 

 

 

You receive a group of statistics about the routing criteria you

have selected. The total number of routings appears below the Company Status Report heading. For

in-progress routings, the name of the next reviewer appears in the last column.

For completed routings, the time approved appears in the last column.

 

NOTE: For SmartForm users, the drop down

list of process applications includes SmartForms.

Routing statistics

 

 

 

 

Click a number in the routings display line to view a selected

list of routings. The list displays 14 routings at a time for ease of

viewing.

 

 

To access each individual routing, click the name of the routing

in the Description column to see

the process and the actions taken by each participant.

 

 

To save the selection criteria for future use, click the Save Report Parameters button after the report has

been run. Name the report to save it.

 

 

To route the report, click the Route Report button.

 

 

To run the report with different selection criteria, click the

Reset Form button.

 

 

 

 

  • Re: how to run a report
    Currently Being Moderated

    Post Author: rnagahori

    CA Forum: Nsite

     

    Exporting Data from Reports

    You may export routing information from a report to either an Excel file or

    an HTML file.

     

    To export data:

     

     

     

    Click the Reports Reports allow users to

    gather statistics and routings. The type of report accessible to the user

    depends on the privileges given to the user by an administrator. All users can

    view reports about routings in which they are a participant. Reports can be run

    for each application and can include a specific process. Reports may also be run

    at the department or company level. tab.

     

     

    Select the type of data export you want to perform.

     

     

     

    The type of data export you may select depends on privileges given to you by

    your company's Nsite Administrator A privileged user who has the ability

    to control user accounts and company information through administrative links on

    Home page. Only administrators have privileges to view and access the

    administrative links. Your Nsite Administrator is the person who initially

    registered you with Nsite. When you are registered with Nsite, you receive an

    e-mail from Nsite Services declaring "FirstName Lastname has registered you for

    Nsite," where FirstName LastName is the name or your administrator. The

    administrator is normally an employee of your organization that administers

    passwords and privileges for the Nsite users within your organization. The Nsite

    administrator is not an Nsite employee.. The three types of data exports

    are individual, departmental, and company-wide.

    Company data export screen

     

     

     

     

    Set the selection criteria for the

    export parameters.

     

     

     

    Select the date range.

     

     

    Select initiators for routings you have received.

     

     

    Select recipients for routings you have sent.

     

     

    Select the process application to gather data from. You may only

    select one process application at a time, because different process applications

    format data differently.

     

     

    In Export Data

    Format, select Excel or

    HTML.

     

     

     

     

    Select or deselect routing attributes

    in the Routing to Include

    area.

     

     

    Click the Export Data button.

     

     

     

    A browser window automatically opens to display the Excel data or

    HTML data.

Actions