In this article, we will look at the different reporting options within the Engage Process Admin Center. Here, you can report across multiple projects. This may be desirable to see if certain data is (already) being used in the Modeler or not.
What standard reports are there?
To use the standard reports, click on ‘Tables’ in the Admin Center on the left. Within the ‘Table types’ frame, you will find the ‘Reports’ button. Click this and the following window will appear:
In the ‘Documents’, ‘Roles’ and ‘Other’ categories, you will find all the standard reports. After making a selection, you can indicate which projects/processes you want to report on.
Tip: you can change all standard reports at your own discretion by deleting and/or adding columns.
How do I create my own report?
If you want to create your own reports:
- Then click ‘Tables’ in the Admin Centre on the left-hand side.
- Within the ‘Table types’ box, click the ‘Report’ button. The window shown above appears on the screen.
- Now click on ‘New report’.
- Select the projects and/or processes you want to report on and click <Next>.
- You now select the columns that will be shown from top to bottom in the report.
You can also save self-made reports by clicking the ‘Save’ button in the window where you select the columns, so you don't have to make the same report every time. These self-created reports are shown under ‘Cross-references’ under the ‘New report’ button in the window shown above.
All reports can be exported to PDF, Word and Excel.