Generate a Work Status Report

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Work Report section.
  3. Click Work Status Report link or icon.

    The Work Status Report page appears.

  4. Select employees from the employees list.
  5. Select customers from the customers section.
    • Select More Customers: Allows you to select customers from the list.
    • Remove All: Allows you to remove all the customers.
    • Remove Selected: Allows you to manually select the customers and remove only the selected ones.
  6. Select all or individual works from the Work Process dropdown.
  7. Optional: Change From and To dates.
    Both From and To default to today.
  8. Select Work Status from the dropdown.
  9. Select the below options as per your requirement.
    • Show Deleted Works
    • Assigned To
    • Created By
  10. Select TAT or Actual TAT for Include.
    Refer to the help text provided beside TAT and Actual TAT to know more.
  11. Optional: Select HTML or XLS or XSLX for Load report as.
    Load report as defaults to HTML.
  12. Click Load button.
    The Work Status Report is displayed depends on the report format.

  13. Optional: Click work process name link under the Work Title column to view work details.