Reporting

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Export to Excel

The export to excel functionality from the Workflow Homepage grid, provides you with the ability to export to Excel the details from the grid when either ‘Use Icons’ right click option is selected or not. 

export to excel.png

When Excel option is clicked, you are prompted to select whether you want to export the details from the grid showing the Due Dates or Employee names. 

export to excel2.png

In the example below, the details from the grid has been exported to Excel with the Due Dates option set.

export to e2.png

Note: No changes have been made to the existing Export to Excel right click option.

Workflow Report Charts

The Workflow Report Charts is available within the Workflow Homepage controls, allowing you to view a statistical graphic divided into sectors that illustrates the milestones that are in progress for a specific workflow.

If an area is selected, the Records for Milestone dialog will pop up displaying the clients that have the milestones in progress. 

You can customise the chart by using the right click options of the Workflow Report Charts control:

CCH Reporting

The following fields are available for use within CCH Reporting.  You are able to create reports that use data from all fields in Central and the plug in modules that the practice is licensed for.  See CCH Reporting for further information on how to create reports.

 

Group Description

Sub Category

Role

Reporting ClientId The clients id used within the database
  Comment Displays the comments entered on steps
  Completion Date The date the workflow was completed
  Due Date The date the workflow is due
  Is Milestone Displays if the step was set as a milestone
  Step Name Displays the step name
  Step Status Displays step status, In Progress, Not Started, Completed
  Step Type Displays  the step type; i.e Central Task
  Workflow Name Displays the workflow used
  Workflow Status Displays workflow status, Active, Cancelled, Completed and Terminated
  Workflow Subject Displays subject, i.e Client/Contact, Document Management, Accounts Production etc

Each field is covered by an individual task permission.  See Workflow Task Permissions for further information on how to provide access to these fields.

CCH Reporter (Smart Reports)

It is possible to create reports within Smart Reports to provide information on how the workflows are progressing.  Two Reporting areas have been created within Workflow:

  • Tax Return Next and Last Steps

  • Tax Return Steps

 

Within Tax Return Next and Last Steps two layouts have been automatically created:

  • Last Step Completed
  • Next Step Due

The following fields are available within both layouts.

Smart Report Standard Fields - Client Code, Client Company, Client Dept, Client Name, Client Office, Client Partner, Completed Date, Emp Centre, Emp Company, Emp Dept, Emp Name, Emp Office, Task, Workflow Status, Workflow Step, Workflow Template, Year.

In addition to the above Standard Fields, all Extra Fields, Addresses and Team Responsibilities are available for use within the report.

TIP:  If Tax Return Next and Last Steps or Tax Return Steps  are not displayed under Workflow for selected employees, ensure that their security group has the permission to view the two layouts. 

 

 

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