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Export process reports

Export process reports

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Export the process actions report

Before starting the process, in the Process tab, you can export all actions in the process and their details as a CSV file, so that you can more easily verify that all actions are set up correctly.

You can export this report as a CSV file by first clicking Export in the toolbar and hovering over Process actions (.csv). Click All actions to include all the process’s actions and their details, or filter the actions list and then click Actions in filtered list to only include specific actions and their details in the report.

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Export the process status report

After a process has started, you can monitor the status of each action and make edits if needed in the Process tab. Learn more about monitoring a process.

You can export a process status report as a CSV file by first clicking Export in the toolbar and hovering over Process status (.csv). Click All actions to include all the process’s actions and their current statuses in the report, or filter the actions list and then click Actions in filtered list to only include specific actions and their current statuses in the report.

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Export the process activity report

After a process has started, you can view a list of updates in your process and the users who made those updates in the Activity log tab. Activities are arranged with the most recent actions at the top and the oldest at the bottom and include the following information:

  • Activity: A summary of the activity (see the table below for more details)
  • Action title: The name of the action associated with the activity entry
  • User: Who performed the action
  • Date: When the action was performed, in UTC
  • Details: Specific information about the activity

If you need to do additional filtering or share activity data, you can export the process activity report as a CSV file by clicking Export in the toolbar and selecting Process activity (.csv).

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Activity details

The table below shows the description of each activity log item for the associated action type.

Activity Action type Description
Action started Task The task was sent to the assignee.
Action restarted Task The action was restarted.
Action completed Task The assignee marked their task as complete.
Action started Content request The content request was sent to the assignee. The assignee now has Editor permissions to the associated file.
Task sent for approval Content request The approver was notified that the assignee submitted the content request. Both the assignee and approver now have Viewer permissions to the associated file.
Task returned Content request The assignee was notified that the approver returned the content request. The assignee now has Editor permissions to the associated file.
Action restarted Content request The action was restarted.
Action completed Content request For actions without approvers, the assignee marked the content request as complete. For actions with approvers, the assignee was notified that the approver approved the content request.
Action started Certification The certification letter was sent to the assignee.
Task sent for approval Certification Either the default or assigned approvers were notified that the certification letter has been signed.
Task returned Certification The assignees were notified that their certification letter was returned.
Action completed Certification For certifications without approvers, the certification letter was signed. For certifications with approvers, the certification letter was approved. For certifications that were signed without comments or exceptions, the certification letter was approved automatically.
Action modified All The action was modified. The field that was changed will be shown in the Details column.
Action canceled All The action was canceled.
Reminder sent All A reminder was sent for one or more actions in the process.
Process started All The process was started.
Process complete All All actions in the process were either marked as completed or canceled.
Process canceled All The process was canceled.
Couldn’t start action All The action was marked with an Error status.
Couldn’t cancel action All The action was marked with an Error status.

 

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