Custom Reports - Create Your Own Workflow Reports

Custom Reports lets you create your own reports using data from your workflows. You can choose what information to include, set up automatic delivery, and share reports with the right people.

Key Features:

• Build Your Own Reports: Pick the data you want and create reports that answer your specific questions
• Schedule Automatic Delivery: Set reports to be generated and emailed daily, weekly, or monthly
• Download Anytime: Generate reports instantly when you need them
• Control Who Sees What: Decide who can view each report to keep sensitive data secure

Key points:

• Your existing permissions apply to Custom Reports
• Email settings use your current email system
• Your current workflows and reports keep working as before
• All your old workflow data is available for new reports
• Your user permissions stay the same

How to Configure & Use

Creating Your First Report:

Step 1: Start a New Report

• Go to Reports → Manage Custom Reports
• Click "Create New Report"
• Give your report a name and description

Step 2: Choose Your Data

• Pick which workflow apps you want data from

• Make sure you have access to those apps

• Check that data connections are working

  

Step 3: Pick Your Columns

• Choose from ready-made options like:

• Item ID, Status, Creation Date, Time Taken

• Add your own custom columns

• Give each column a clear name

• Mark important columns as required

  

Step 4: Set Who Can Access

• Add people who should be able to view the report

• Write email templates for when reports are sent

• Check that people can only see data they're allowed to

  

Step 5: Set Up Automatic Delivery (Optional)

• Turn on automatic scheduling
• Choose how often: Daily, Weekly, or Monthly
• Pick the time and time zone for delivery
• Choose what data to include:

  • All Data: Everything from the beginning

  • Recent Data: Last 30 days (or however many you choose)

  • Since Last Report: Only new data since the last report

    

Step 6: Download custom report

• The newly created report will reflect under the 'Custom reports' listing view.

• Find the option to download the custom report under three vertical dots next to a custom report.

  

Working of reports as per permissions

Admin/s

All Workflows Studio admins can download and edit custom reports, irrespective of the creator of a particular custom report.

Agent/s

• Workflow agent/s mentioned under 'Access' configuration of the report would have access to download report.
• Workflow agent/s with access for specific workflows/applications ('View Reports' or 'Take action via Reports') would be able see data specific to those workflows/applications only, under the downloaded or emailed report.