Using Charts and Reports for Workflow Policies

You can use charts to analyze how frequently a Workflow Policy condition is met and the total number of policy instances that occur during a particular time period. Reports also summarize Workflow Policy and log information.

The Policy Frequency Analysis view displays information about the number of times a Workflow Policy runs. The Policy Trend Analysis view displays information about Workflow Policy trends.

To use charts and reports for Workflow Policies

1. Display and review frequency and trend information about a Workflow Policy as follows:

   1. In the Siebel client, navigate to the Administration - Business Process screen, then the Policy Frequency Analysis view.

   2. Examine the information in the view. The following table describes the information available in the Policy Frequency Analysis view.

      List or View	Description
      Monitor Log	Lists the Workflow Policies.
      Workflow Policy Frequency Analysis	Displays a chart that illustrates how frequently a Workflow Policy runs. To toggle between the Workflow Policy Frequency Analysis view and the Workflow Policy Trend Analysis view, you can use the toggle feature on the chart view.
      Workflow Policy Trend Analysis	Displays the total number of Workflow Policy conditions that are met over a particular time period.

2. Display a report for a Workflow Policy as follows:

   1. In the Siebel client, navigate to the Administration - Business Process screen, then the Policies view.

   2. In the menu bar, click the Reports icon, and then choose Workflow Policy.

      Siebel CRM opens a separate Siebel Report Viewer window that displays summary information for the Workflow Policy.

   You can also display a similar report for the Log views.