How to create reports?
Process descriptions help the organisation and its employees to perform work in the best possible way, where everyone can see what is expected of the employee. In addition, capturing processes has other advantages. One is that information can also be viewed and compared across (all) processes. Questions such as ‘In which processes does role A have activities to perform?’ or ‘In which processes is application X used?’ can then be answered.
In addition to the standard reports available, you can basically create any report you want in the Viewer.
Where do I find the reports?
To ‘run’ the standard reports, click on the Engage Process logo in the top left. Select ‘Reports’ and you will see that the reports are divided into the categories ‘Publication’ and ‘Process’.
Publication
The reporting options in this category are about (part of) all processes that are shared or published. By the way, the combination is not possible.
The standard reports, which can be adjusted if you want, can be found under ‘Documents’ and ‘Roles’.
If you want to create a report yourself, click on ‘My reports’ and the ‘New report’ button. Make a selection of processes that you want to report on and click on <Next>. From top to bottom, you choose the columns that will be shown from left to right in the report and finally click on <Next> again.
You can export all reports to PDF, Word and Excel.
You can also save self-made reports by clicking on the ‘Save’ button at the bottom left, so that you do not have to create the same report every time. These can be called up via the main menu under ‘Reports’ and then under 'My reports' under the heading 'Publication'.
Process
The reporting options in this category only apply to the process that is currently open.
The standard reports, which can be adjusted if you want, can be found under ‘Documents’ and ‘Roles’ and a number of very specific ones, namely ‘RASCI matrix’, ‘RASCI roles per activity’, ‘Activities per RASCI role’.
If you want to create a report yourself, click on ‘My reports’ and the ‘New report’ button. Make a selection of processes that you want to report on and click on <Next>. From top to bottom, you select the columns that will be shown from left to right in the report and finally click on <Next> again.
You can export all reports to PDF, Word and Excel.
You can also save self-made reports by clicking on the ‘Save’ button at the bottom left, so that you do not have to create the same report every time. These can be called up via the main menu under ‘Reports’ and then under 'My reports' under the heading 'Process'.