How to Run AP Imaging Workflow Lookup Reports by Project and Users
Modified on: Thu, Apr 21 2022 4:46 PMHow to Run AP Imaging Workflow Lookup Reports by Project and Users
Document Overview
- View AP workflow assignments by project, company, and department
- View specific user’s AP workflow
- Useful when needing to make changes to AP workflow
Sample Report Below: AP Workflow by Project.
Sample Report Below: AP Workflow by User.
AP Workflow by Project
Workflow
Reports
AP Workflow Lookup by Dept
Select the specific Company or choose Select All
Select the specific Department or choose Select All
Select the Job Status (In Process and Pending are most used) or choose Select All
Click View Report
To View AP Workflow for a Single Project:
Type the project number in the search field box
Press Enter
AP Workflow is show for the specific project
To Download the Full AP Workflow Report:
Click the save icon and choose the desired report format (Excel will be used in this example)
Open and save the report
AP Workflow by User
Workflow
Reports
AP Workflow Lookup by User
Select the specific employee from the User dropdown menu
Select the Job Status (In Process and Pending are most used) or choose Select All
To View User AP Workflow:
Click View Report
To Download the User AP Workflow Report:
Click the save icon and choose the desired report format (Excel will be used in this example)
Open and save the report