Design Work Report

To design a work report, follow the steps below.

  1. Go to Report Studio > Work Reports.

    The Manage Work Reports page appears.

  2. Click the Design A New Report button located on the top right corner.
    Design Work Report 8
  3. Enter a title for the report in the Report Name field.
    Design Work Report 9
  4. From the Work Process dropdown, select the work processes for which you want to design a report.
    Design Work Report 2
  5. Select actions from the Work Action field.
    Design Work Report 3
  6. Select the required fields from the Work Fields and Work Action Fields in the right side section.
    Design Work Report 4
    You can customize the order of the selected fields in the View Fields section.
  7. Optional: Under the View Fields section, rearrange the order of the fields as per your requirement.
    Design Work Report 6
  8. Select appropriate options for the TAT Calculations, Time Settings, and Report Visibility.
    Design Work Report 5
  9. Optional: Click the Add Custom Columns button to add additional custom columns in the report.
    Design Work Report 7
  10. Click Save as Report.