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HELP CENTER NAVIGATION: Contents :: Reports / Workflow :: Workflow Transaction Report :: Text Tutorial
Workflow Transaction Report
When used correctly the workflow tool will improve communication efficencies. Use the Workflow Transaction Report to backtrack through the organisations workflow steps.
Workflow is only available in eBMS Pro and Enterprise versions. To use workflow you must first enable workflow for the desired eForm by the administrator.
eBMS Pro Tip: To utilise the power of My eForms and improve your workflow and communications within the organisation, encourage all users to use workflow and My eForms reguarly.
eBMS Enterprise Tip: Use the scheduler to automate your procceses and workflow by scheduling triggered emails to send based on an event.
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| Step 1: |
Click the Control Panel tab.
Click the Workflow Transaction Report link under the reports section.
Result: A Workflow Transaction Report Filter page is displayed. |
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| Step 2: |
Select filter that you want and click OK to display report.
The report can be viewed initially or saved & viewed.
Click on view to see the report, otherwise, you can click on Export to Excel or Export to PDF link to save the report and view later.
Tip: When Exporting to Excel: Open excel file and file > save as excel workbook. |
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Related Topics |
Audit Report
Charting Report
Email Settings
Enable Workfow
How to use Workflow in an eForm
My eForms
Send Email in Workflow
Tabular Report
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