What reporting options are there?

Process descriptions help organisations and employees perform their work effectively by making expectations clear and transparent. In addition to supporting daily work, documented processes enable organisations to analyse and compare information across all processes.

Examples of questions that can be answered using reports include:

• In which processes does a specific role have activities?

• In which processes is a specific application used?

• Which processes are published or awaiting assessment?

Publisher offers both standard reports and the option to create custom reports using cross-references.

Where can I find reports?

All reporting options are available via the Reports section. Reports are grouped into different categories, including:

• Settings

• Publish

• Process

Each category contains standard reports and options to create custom reports.

Settings reports

The Settings category provides insight into user and publication configurations. Available standard reports include:

• Authorisations publications
  Overview of configured authorisations per folder and published diagram.

• Viewer settings
  Overview of enabled viewer settings per user and user group.

• Start overviews
  Shows which start overviews are assigned to each user and user group.

• Reaction notification
  Displays which users or user groups receive email notifications for reactions on diagrams.

Publish reports

Reports in the Publish category relate to processes that are submitted for assessment or have been published.

Available standard reports focus on:

• Documents

• Roles

• Processes

These reports can be customised as needed.

It is also possible to create custom reports using Cross-references, allowing you to define which columns are included and how the data is structured.

Note: Combining published and non-published processes in a single report is not supported.

Process reports

Reports in the Process category apply only to the currently opened process or processes.

Standard reports are available for:

• Documents

• Roles

Custom reports can also be created using Cross-references, allowing flexible selection and ordering of report columns.

Exporting and saving reports

All reports, including custom reports, can be exported to:

• PDF

• Word

• Excel

Custom reports can be saved for reuse, ensuring they are easily accessible without needing to recreate them each time.