how to run a report

[Former Member]

Post Author: rnagahori

CA Forum: Nsite

Running Reports

You can run reports to check the status of routings.

To run

reports:

Click the Reports Reports allow users to

gather statistics and routings. The type of report accessible to the user

depends on the privileges given to the user by an administrator. All users can

view reports about routings in which they are a participant. Reports can be run

for each application and can include a specific process. Reports may also be run

at the department or company level. tab.

Select the type of report you want to run (for example, Company

Status Report).

Note: The type of report you may select

depends on privileges given to you by your company's Nsite Administrator A privileged user who

has the ability to control user accounts and company information through

administrative links on Home page. Only administrators have privileges to view

and access the administrative links. Your Nsite Administrator is the person who

initially registered you with Nsite. When you are registered with Nsite, you

receive an e-mail from Nsite Services declaring "FirstName Lastname has

registered you for Nsite," where FirstName LastName is the name or your

administrator. The administrator is normally an employee of your organization

that administers passwords and privileges for the Nsite users within your

organization. The Nsite administrator is not an Nsite employee..

Set the selection criteria.

Select the date range.

Select initiators and departments

for routings you have received.

Select recipients and departments

for routings you have sent.

Select the Routable EO, Process Application or SmartForm SmartForms are similar to the current

Nsite Applications; however, SmartForms do not all support advanced features

available in the Enterprise edition of Nsite, such as Application Builder and

configuration options within Process Builder. SmartForms still function

normally. from which to gather data.

In the Routing Status area, select the

applicable check boxes for routings sent.

In the Routing Priority area, select the

applicable check boxes for routings sent.

Click the Create

Report button.

You receive a group of statistics about the routing criteria you

have selected. The total number of routings appears below the Company Status Report heading. For

in-progress routings, the name of the next reviewer appears in the last column.

For completed routings, the time approved appears in the last column.

NOTE: For SmartForm users, the drop down

list of process applications includes SmartForms.

Routing statistics

Click a number in the routings display line to view a selected

list of routings. The list displays 14 routings at a time for ease of

viewing.

To access each individual routing, click the name of the routing

in the Description column to see

the process and the actions taken by each participant.

To save the selection criteria for future use, click the Save Report Parameters button after the report has

been run. Name the report to save it.

To route the report, click the Route Report button.

To run the report with different selection criteria, click the

Reset Form button.

[Former Member]

Post Author: rnagahori

CA Forum: Nsite

Exporting Data from Reports

You may export routing information from a report to either an Excel file or

an HTML file.

To export data:

Click the Reports Reports allow users to

gather statistics and routings. The type of report accessible to the user

depends on the privileges given to the user by an administrator. All users can

view reports about routings in which they are a participant. Reports can be run

for each application and can include a specific process. Reports may also be run

at the department or company level. tab.

Select the type of data export you want to perform.

The type of data export you may select depends on privileges given to you by

your company's Nsite Administrator A privileged user who has the ability

to control user accounts and company information through administrative links on

Home page. Only administrators have privileges to view and access the

administrative links. Your Nsite Administrator is the person who initially

registered you with Nsite. When you are registered with Nsite, you receive an

e-mail from Nsite Services declaring "FirstName Lastname has registered you for

Nsite," where FirstName LastName is the name or your administrator. The

administrator is normally an employee of your organization that administers

passwords and privileges for the Nsite users within your organization. The Nsite

administrator is not an Nsite employee.. The three types of data exports

are individual, departmental, and company-wide.

Company data export screen

Set the selection criteria for the

export parameters.

Select the date range.

Select initiators for routings you have received.

Select recipients for routings you have sent.

Select the process application to gather data from. You may only

select one process application at a time, because different process applications

format data differently.

In Export Data

Format, select Excel or

HTML.

Select or deselect routing attributes

in the Routing to Include

area.

Click the Export Data button.

A browser window automatically opens to display the Excel data or

HTML data.