Creating Reports

If you are summarizing form specific data (like the project cost entered on the form), you may elect to summarize the data at the Request level or  the Task level.

The assumption is that with Request level summarization, you are looking to sum the values for a single form input by one user.

If you have a form task that is completed by three people on the same task and you would like to summarize all three values for that task, you would select Task for the summarization.  This type of report, and only this type offers the ability to report data based on currently assigned tasks, including recipients, assignment dates and the like.

If you need to build a report that queries the internal or an external database, choose Custom.

Select the specific workflow you would like to report against. You can leave this empty if you are looking to create a report using data from more than 1 process. 

If you change the process a report is based on, you will need to refresh each column and filter definition to ensure that the report will function correctly, even if the two processes are copies of one another.

If not selected, then the report will retrieve any task or request information regardless of the user's involvement in that particular process you are reporting against.

If selected, then the report will only retrieve task information based on open tasks for the user executing the report for that particular process.  Additionally, a link is provided from the report directly to the open task for that user to complete.  If you want to build a report that includes a user's personal requests regardless of task status, use the "Only report data attached to current user (Requests, Assigned Tasks)" report limit option instead.

Be aware that choosing this option will override the selection of report type to "return rows of tasks" if you chose a "return rows of requests" type report.