Create List Report - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

List reports contain item information. The reports can be generated for queues or selected items within a queue. List reports can also be generated from the Workflow Queue Administration dialog.

Note:

This option is only available if you have been given appropriate rights.

To customize a list report for items:

  1. In the Inbox tab or the Workflow Queue Administration, right-click and select Create List Report. The List Report Options dialog box is displayed.
  2. Under the Range section, if you want to include all of the items in the queue in the report, select All Items. If you want only the selected items included in the report, select Selected Items.
  3. Under the Report Destination section, select how you want the report to be generated:
    • If you want the report to be displayed on the screen, select Display on Screen.

    • If you want the report to be stored as a document in OnBase, select Store as Document. Reports generated are stored in the SYS List Contents Report Document Type.

    • If you want the report to be exported to Microsoft Excel, select Export to Excel. When this option is selected, you can choose whether to display the Excel file in .xls or .xlsx file format.

  4. Under the Other section, if you want to include the date and time of the report and the user that created the report, select Generate Page Headers. If you want to include the number of documents in the report and the time it took to process the report, select Generate Summary Info.
  5. In the Report Summary field, you may enter any additional information you want included in the report.
  6. When finished, click Create.

    To create a list report for a queue:

  7. Right-click on the queue and select Generate List Report. The List Report Options dialog box is displayed.
  8. Under the Report Destination section, select how you want the report to be generated:
    • If you want the report to be displayed on the screen, select Display on Screen.

    • If you want the report to be stored as a document in OnBase, select Store as Document. Reports generated are stored in the SYS List Contents Report Document Type.

    • If you want the report to be exported to Microsoft Excel, select Export to Excel. When this option is selected, you can choose whether to display the Excel file in .xls or .xlsx file format.

  9. Under the Other section, if you want to include the date and time of the report and the user that created the report, select Generate Page Headers. If you want to include the number of documents in the report and the time it took to process the report, select Generate Summary Info.
  10. In the Report Summary field, you may enter any additional information you want included in the report.
  11. When finished, click Create.