Report module

REQUIREMENTS
Permission	Operation administrator and higher
Connectivity	Online and partial offline

This document describes how to set up a 'report' step in a workflow.

Background

A 'report' step allows workflow users to view customized infoEx reports as part of the workflow. No information about the report viewed is submitted to the infoEx server.

Details of: The report step and the information required to set one up

report:

Fig1. Report settings A 'report' step allows you to view a customized infoex report as part of the workflow. The following information is required to set it up. A box is provided so you can set the name of the Report step. A dropdown list provides the list of predefined reports that you may select for viewing. NOTE You can select from three generic reports that have been previously defined, or created custom reports. See: 'Customizing reports'

Functionality tested by

• Date: Nov. 16, 2013 / John Kelly / ? Server / Version 3.0.0