Workflow History Report Overview

Use this report to monitor the status of a workflow in its approval process. The report displays the workflow history and you can use this to determine why a workflow has taken more time than expected to complete. The report also displays approval/rejection comments.

This report is designed to print a standard workflow type. If you add columns to the workflow type, these columns will not display on the report. You will need to create a custom report and add the fields to the report. If you choose a workflow of a type that contains different information than the standard report, the report will fail. For more information about working with custom reports, see the Deltek PM Compass Custom Reports and MSQL Server Reporting Services Guide.

Filtering the Data

Click in the Report grid Selection column to display the Search dialog box that you can use to filter your report data. You can specify either specific records or criteria when you define the filter that the system uses when creating the report.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Workflow History Options dialog box which includes the following tabs:

• Use the General tab to rename a report and select workflow to display.

• Use the Sorting/Grouping tab to specify the sequence in which data displays on the report.

• Use the Columns tab to select the columns that display on the report.

• Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report.

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

• Workflows » All Workflows » Print » Select Workflow to Print » Workflow History

• Reports » Workflow » Workflow History

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Review the report procedures (use, modify, edit, format, sort, and archive reports)

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