This article is intended for: Administrators and Report Managers of the Reporting module.
Use this article when: You want to be able to track progress in your report.
Note: You can select any image below to zoom in.
The Workflow Dashboard gives you a real-time view of where your report stands in the approval process. From here, you can see each section's current workflow step and move work forward by reassigning steps without leaving the report.
Viewing the Workflow Dashboard
- Select the Workflow Dashboard icon in the top right-hand corner of your Report.
- Once in the the workflow screen you will see a workflow chart. This chart shows you what stage your report is at.
- Beneath the chart is your workflow table, you can filter and search for different sections of the report.
Changing the Workflow Step
- To change the workflow step for the report, select the Assign Workflow button.
- Select the applicable workflow from the dropdown menu.
- Then, select the applicable workflow step from the dropdown menu.
- Select the Update All button to complete the process.
Need to Set Up a Workflow First?
Learn more with this article: Disclosure Studio - Create a Workflow
Have more questions or need assistance?
Submit a Request