A Service Automation Workflow Summary Report provides management and operational teams with a consolidated view of the automation workflows deployed across various modules and tenants within a service platform. This report is essential for tracking the distribution, status, and coverage of automated workflows, enabling informed decision-making and proactive management.
To view the Service Automation Workflow Summary Report, perform the following steps:
Log in to the Application.
Select Reports to view the reports.

Figure: ReportsSelect Service Automation to view the reports pertaining to SA.

Figure: Service AutomationSelect Service Automation Dashboard in the Dashboard page to view the reports.
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Figure: DashboardsClick on the vertical ellipse
on the SA_Workflows Summary Report in the Service Automation Dashboard page.
Upon performing this action you can view other options on the report.
Figure: Service Automation Dashboard
For Field Description, refer to the following table:Field
Description
Tenant
Refers to the organization, client, or business unit utilizing the service platform.
Module Name
Represents specific Service Management Module within the service platform.
Example: Incident Management, Change Management, etc.
Active Workflows
The count of workflows currently enabled and running within a module for a tenant.
InActive Workflows
The count of workflows that exist but are currently disabled or paused.
Total Workflows
The sum of all workflows (active + inactive) configured for a module and tenant.
Select Enter fullscreen to view the report.
For other options, refer to the Field Description.
Figure: SA_Workflows Summary Options
Field Description
The following table describes the options on the report in the SA Dashboard.
Field | Description |
|---|---|
Force Refresh | Select Force Refresh option to refresh the report. |
Enter fullscreen | Select Enter fullscreen to view the report in a full screen mode. |
View query | Select View query to view the report query in a popup. |
View as table | Select View as table to view the query in a tabular format. |
Drill to detail | Select Drill to detail to view the details at the ID level. |
Share | Click Share and select the below option:
|
Download | Click Download to export the Report to Excel or save as Image. |