Reporting
You will have the ability to export to MS Excel from the Workflow homepage grid.
Last update: CCH Workflow
Reporting
The document outlines functionalities related to exporting data and reporting within a workflow management system. Key features include the ability to export grid details to Excel with options for Due Dates or Employee names. It describes the Workflow Report Charts that visualize milestones in progress and allows interaction for further details. Additionally, it details fields available for CCH Reporting, emphasizing customizable reporting capabilities and permissions for accessing data. Finally, it highlights Smart Reports for monitoring workflow progress, offering specific layouts and fields relevant to tax return processes.
CCH Workflow
Introduction to the Workflow homepage control
The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.
CCH Workflow
Homepage Reporting
This document outlines standard errors associated with CCH Workflow and recommends monitoring techniques for system administrators. Key components include the Workflow Service Trace for event tracking, the Workflow Monitor for real-time status updates, and sections for handling unhandled messages and errors. Additionally, it highlights the importance of addressing workflow termination issues and rectifying service broker errors when workflows fail to attach due to the service not running. This guidance aims to enhance workflow management and error resolution for users.
CCH Workflow
Client/Contact Workflow tab
The CCH Central Workflows Tab provides an overview of all active workflows for each client and contact. It displays details such as running workflows, current steps, statuses, due dates, and user assignments. Users can view workflow history through the "Show History" option, which includes details on multi-action steps. Overdue workflows are highlighted in red. This tab enables efficient tracking and management of ongoing work for clients and contacts, facilitating better organizational oversight.