Generate a Work Status Report

To generate a work status report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Work Report - Default section.
  3. Click the Work Status Report link or icon.
    Generatea Work Status Report 1

    The Work Status Report page appears.

  4. Select employees from the employees list.
    Generatea Work Status Report 2
  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.

    Generatea Work Status Report 3
  6. Select all or individual works from the Work Process dropdown.
    Generatea Work Status Report 4
  7. Optional: Change From and To dates.
    Generatea Work Status Report 5
    Both From and To default to today.
  8. Select Work Status from the dropdown.
    Generatea Work Status Report 6
  9. Select the below options as per your requirement.
    • Show Deleted Works
    • Assigned To
    • Created By

    Generatea Work Status Report 7
  10. Select TAT or Actual TAT for Include.
    Generatea Work Status Report 8
    Refer to the help text TATicon 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.
    The Work Status Report is displayed depends on the report format.
    Work Status Report Output1
  13. Optional: Click work process name link under the Work Title column to view work details.
    Work Report Output2