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Reporting

Users who belong to a group with reporting access can access the Reporting page from the main navigation menu.

On this page, a dropdown menu allows the user to select either:

  • A specific process
  • Or All processes

Once a selection is made, the reporting dashboard displays key insights:

Reporting Page

The dashboard includes:

  1. A pie chart showing the distribution of task statuses
  2. Percentage breakdown of Unclaimed and Finished tasks
  3. A timeline graph of task due dates

In addition to the visual data, a detailed table is shown listing all tasks, along with information such as assigned users, due dates, current status, and more:

Task List

Each task in the list includes a Details button. Clicking it reveals a full history of actions performed on the task:

Task Details

These actions may include:

  • Claim
  • Submit
  • Approve
  • Reject
  • First Data Change
  • …and other relevant events