Creating workflow progress reports

Workflow progress reports include information about the state of files as they move through a workflow.

1. Choose Tools > Reports.

The Reports dialog box opens.

2. Click Add.

The Select Report Type dialog box opens.

3. Select Workflow Progress and click OK.

The Add Report dialog box opens.

4. Enter a Report name.

5. Select a Public/private report option.

Public reports are shared with all users. Private reports are not shared. You may only be able to create private reports depending on your security permissions.

6. On the Restrictions tab, select the criteria that files must meet to be included in the report.

The Report Restriction dialog box opens. The options change based on the selected restriction.

7. Enter or select the restriction values. See Adding restrictions.

8. Click OK.

The restriction is added. The values are displayed in the restriction list and the Summary field.

9. Add any additional restrictions.

10. Click the Output tab.

11. Select an Output format.

Reports can be formatted in HTML, space-delimited columns, or tab-delimited columns.

12. Select a report Stylesheet.

Cascading Style Sheets (CSS) files are installed with Surround SCM to create reports with a predefined layout and design. You can customize these stylesheets or create your own. Stylesheets are stored in the StyleSheets directory in the Surround SCM application directory on the server.

13. Select a Start Date, End Date, and time Interval for the files to include in the report.

14. Select Hide unused states to exclude states that are not applied to files.

15. Select Hide <no state> to exclude the <no state> column.

16. Click OK.

The report is added. See Running reports for information about running reports.