Reporting Examples from the Document List

The Document List is a repository of all the documents created and submitted from an app. A form when filled out and submitted is now a document filled with data and is ready to manage (See Document List Overview).

You have several options when it comes to filtering, sorting, and organizing the information in your Document List. While you can create many different reports, below are just a few examples that we have found to be effective for system administrators.

• Workflows: Longest Total Run Time
• Workflows: Longest Time on Current Step

Workflows: Longest Total Run Time

This report looks at documents that have been completed or denied, and which of those documents spent the longest time moving through the workflow. 

To create this report:

• Select the columns you would like to view (See Adding Columns in the Document List article). For our report, we selected the following columns:
  • Number (Meta Field - See the Meta Fields guide)
  • Submitted At (Meta Field)
  • Submitted By (a specific field from our sample form)
  • Destination (a specific field from our sample form)
  • Workflow Status (Meta Field)
  • Workflow Total Run Time (Meta Field)
• Select your filters (See Creating Custom Document List Views). For our report, we selected the following filters from the Workflow Status Column:
  • Complete
  • Denied

• • Save the report to review later by going to Views, name the current view and Save.

Workflows: Longest Time on Current Step

This report looks at documents that are in progress or have been paused due to an error in the workflow. It shows what step a workflow is on and how long each document has spent on that step. We have also sorted the report to show those documents that have been stuck on their current step the longest to be displayed at the top of the report. 

 To create this report:

• Select the columns you would like to view (See Adding Columns in the Document List article). For our report, we selected the following columns:
  • Number (Meta Field - See the Meta Fields guide)
  • Submitted By (a specific field from our sample form)
  • Submitted At (Meta Field)
  • Destination (a specific field from our sample form)
  • Workflow Status (Meta Field)
  • Time on Current Step (Meta Field) 
  • Workflow Total Run Time (Meta Field)
• Select your filters (See Creating Custom Document List Views). For our report, we selected the following filters from the Workflow Status Column:
  • In Progress
  • Error

• • Save the report to review later by going to Views, name the current view and Save.