Using the "Actions" report, this highly detailed document allows you to take a closer look at the smallest building blocks of a process, i.e., actions.
As a Process Role, enter your Portal, navigate to the "Your Team" section, and click "Actions." The Portal will generate and download to your computer an .xlsx file (Microsoft Excel) listing all the Process Actions you're participating in. I'll explain how to analyze the data from the document in a moment.
You can also download the Processes report from the same location. Just click the "Processes" button.
⚠️ Both reports apply only to Processes to which you are assigned as a manager or other Role.
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How to analyze data in a report?
The document contains the following data regarding the Processes:
- Scheduled date - the planned delivery date of the Process Action,
- Delivered date - the actual delivery date of the Process Action,
- Completed date - the actual completion date of the Process Action,
- Status - the status of the Process Action: scheduled (scheduled), delivered (delivered), completed (completed),
- Action name - the name of the Process Action,
- Action type - the type of Process Action (e.g., task, email),
- Action owner - who (name and surname) is assigned to the Process Action (who is to perform it),
- Owner role - what Process Role the person assigned to the Action plays (e.g., employee, manager, buddy),
- Employee Process - for whom the Process Action is being performed (e.g., John Kowalski can serve as a manager and perform Actions for Paweł Nowak's onboarding process, who is an employee),
- Workflow (name) - the name of the Workflow from which the Action originates Action,
- Workflow (category) - the Workflow category from which the Action originates (e.g., Onboarding, Pre-onboarding, Offboarding, New Role),
- Process ID - the unique Process ID in the Application.
How to read the data from the report💡?
The report contains a lot of interesting data on how each Action a Process is received and implemented.
You will check in it:
- Which Actions have been delivered but not yet completed; this may mean that a given Action is too difficult or uninteresting for the recipient.
- Who is assigned to a specific Action in the Process?
Psst... You can generate a similar report in the Admin Panel. However, remember that the report downloaded from the Panel will include Processes for all employees, while the one downloaded from the User Portal will only include the Processes you participate in. We've written about this before 👉🏻 here.
Filter Processes and Actions reports
Both the Actions and Processes reports will be narrowed down if you select a specific employee from the drop-down list. Excel will then generate only for that employee and their Process.
Please note that using filters also narrows down the list of your tasks, available on the left - after selecting a specific employee, only the tasks that you have to perform in connection with their Process will remain on the dashboard.