View and export the process status report
The process status view lets you monitor the status of each action and make edits if needed. You can view this report by clicking the pie chart icon in the toolbar. Learn more about monitoring a process.
You can export this process status report as a .csv file by clicking Export to CSV in the toolbar. This file will contain all of the actions in your process and the current status of each action.
View and export the process activity report
The process activity report provides a list of updates in your process, including the users that made those updates. Activities are arranged with the most recent actions at the top and the oldest at the bottom.
This report is available for running, completed, or canceled processes, and you can view it by clicking the clipboard icon in the toolbar. It will have five columns:
- 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
- Details: Specific information about the activity
If you need to do additional filtering or share activity data, you can export the process activity report to a .csv file by clicking Export to CSV in the toolbar.
The table below shows the description of each activity log item for the associated action type.
|Action started||Task||The task was sent to the assignee.|
|Action completed||Task||The assignee marked their task as complete.|
|Action started||Content request||The task was sent to the assignee. The assignee now has Editor permission to the associated file.|
|Task sent for approval||Content request||The assignee marked the task as complete and the approver was notified. Both the assignee and approver now have Viewer permission to the associated file.|
|Task returned||Content request||The assignee was notified that the approver returned their task. The assignee now has Editor permission to the associated file.|
|Action completed||Content request||For actions without approvers, the assignee marked their task as complete. For actions with approvers, the assignee was notified that the approver approved their task.|
|Action started||Certification||The certification task was sent to the assignee.|
|Task sent for approval||Certification||Either the default or assigned approvers were notified that the certification has been signed.|
|Task returned||Certification||The assignees were notified that their certification was returned.|
|Action completed||Certification||For certifications without approvers, the certification was signed. For certifications with approvers, the certification was approved. For certifications that were signed without comments or exceptions, the certification was auto-approved.|
|Action modified||All||A user modified an action. The content of the new changes will be shown in this row.|
|Action canceled||All||The action and its associated task were canceled.|
|Reminder sent||All||A user sent a reminder for one or more actions in the process.|
|Process complete||All||All actions in the process were either marked as complete 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.|