Workflow Transactions Reassignments and Delegations Report

Use the Workflow Transaction Reassignments and Delegations report to review the workflow transactions reassigned or delegated by the designated employee or user to another employee or user. This report is available for Invoice Approval Workflow.

Workflow administrators and auditors can review this report to ensure the following.

• The workflow tasks are appropriately reassigned or delegated to other users.
• The reassignment or delegation of tasks adheres to the organization's approval policy.

Before You Start

Users with Financials Application Administrator role can run this report from the Scheduled Processes work area. You must have the following privilege:

• Run BPM Workflow Reports (FUN_RUN_BPM_WORKFLOW_REPORTS_PRIV) privilege

You can submit a scheduled process for Workflow Transactions Reassignments and Delegations Report with the required parameters.

Report Parameters

You can run this report for either reassignment or delegation transactions, as well as both. You must provide these values while submitting the report.

Field	Value
Family	Financials
Product	Payables
Workflow	Invoice Approval

If you don’t enter the from and to dates while submitting the report, the report is run for the last 30 days by default.

Report Output

You will receive the report as a spreadsheet with the following details:

Section	Content
Transaction Details	Details of the transactions such as invoice number, invoice date, invoice currency, invoice amount, and workflow status.
Action Details	Information about the action type (Reassign or Delegation) and action date performed by approver.
Rule Details	Details of the vacation rules defined by the employee. Includes the rule name, creation date, and the validity period based on which the workflow tasks are reassigned or delegated.
Originator User Details	Information about the employee who has reassigned or delegated the workflow task through vacation or delegation rule or manual action. The information includes the name, person number, job name, and job level of the employee.
Destination User Details	Information about the employee to whom the workflow tasks are reassigned or delegated. Includes the name, person number, job name, and job level of the employee.