Process Reports

There are several reports you can view and export for a process. Reports about your processes can help provide insight into your projects.

  1. Select the menu icon in the upper left corner, then choose Processes.
  2. In the Ref column, select the process you want to work with.
  3. Select the report from the Actions menu or select Download as Excel.
    Process Summary
    The number of process tasks that have been completed at each location where the process has been assigned versus the total number of tasks in the process. You can add the summary report for the percent complete to your Field View dashboard.
    Process Performance
    The date each task is due to be completed and the date it was actually marked complete. You have to import dates for the process tasks into Field View for them to appear in this report.
    Planned Start/Finish
    The planned start and finish dates for each task in a process at each location. You have to import dates for process tasks into Field View for them to appear in this report.
    Sign Off Sheet
    Record an organization's acknowledgment that a process task is completed.
  4. Once you select the report, select the report options.
  5. Select View Report.