Creating Approval Status Reports

You can view detailed status of the approval process using approval status reports. All users can access this report, however you'll see only the approval units that you have write access to.

Filters allow you to generate more focused reports. You can filter by:

  • Approval Status

  • Scenario

  • Version

  • Approval Unit Hierarchy

Sample Approval Status Report (PDF Format)

Approvals status reports provide the following information:

  • Approval Unit

  • Parent

  • Status and Sub-Status

  • Previous, Current, and Next Owner

  • Current Location

  • Total Value

  • Last Status Change Date

Sample Approval Status Report in PDF Format

You can generate approval status reports in the following formats:

  • XSLX (Excel)

  • PDF

  • HTML

  • XML

To create approval status reports:

  1. Click the Navigator icon Navigator icon, and then under Monitor and Explore, click System Reports.
  2. Click Approval Unit, and then click Approval Status.
  3. Make your selections:
    • Under Select Approval Status, select which states you'd like to view in the report or select All.

    • Under Filters, select the Scenario and Version. Click Select Members icon to open the Member Selection dialog.

      Note:

      Filtering on Approval Unit Hierarchy is optional. Use this option if you want to filter on a subset of an approval unit hierarchy.

    • Under Select Format, choose a file format (XSLX, PDF, HTML, or XML).

  4. Click Create Report and select where to save the report.