Creating a Report
You can create a new process report in the Process Detail/Report section.
Click on the "+" icon, and the report dialog will appear, allowing you to enter the name and description of your report.
After entering the name and description, a dialog will appear where you can create your report.
Fields
You can view all process fields, form fields and table fields on the left side.
You can add a field by clicking on the field's name.
Preview report in editor
After adding all fields, you can view all fields along with their associated processes in a table format.
You can also remove a field by clicking on the - button.
Table in report
If you choose to select a table along with a form in the report, the table will be joined with the form fields, causing the form field rows to repeat according to the number of rows in the table.
Filter
You can use filters on fields.
Sorting
You can also add sorting to a report by selecting a field for sorting and choosing the sorting type. You can apply multiple sorts to a report to organize the data as needed.
Completion
After completing, you can close the dialog and view the report in the report section.
- You can modify your report.
- You can set authorizations for the report.
- You can rename your report.
- You can set the width of every column by dragging its field border.
- You can download the report data in two formats: CSV and Excel.