---
title: "Executions"
slug: "executions-v8"
tags: ["Executions", "Reports"]
updated: 2026-03-13T12:33:16Z
published: 2026-03-13T12:33:16Z
canonical: "help.symphonysummitai.com/executions-v8"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Executions

Executions page provides a detailed view and management capabilities for workflow execution data. This page is divided into four key segments such as **View**, **Export**, **Filters**, and **Period**, each designed to enhance your ability to monitor and analyze execution records efficiently.

**Navigation - Reports Menu**

1. Navigate to **Service Automation > User > Service Automation.**
2. Click the hamburger icon from the left panel, to expand the **MENU.**
3. Click the **Reports > Executions** option to access **Reports** as shown below.

![Executions List page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2. Reports Menu options(1).png)

Figure: Reports Menu

**View Execution Reports**

To view execution reports, perform the following steps:

1. Click the **Executions** option from **Reports** menu. The Executions List page is displayed with all records.

![Executions List page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3. Executions List page.png)

Figure: Executions List page

Go through this list page to get a holistic view of workflow executions.

**Export Execution Records**

To export execution records, perform the following steps:

1. Click the **Executions** option from **Reports** menu. Click the **Export** icon at the top right corner of the list page.

![Executions list page - Export icon](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4. Export.png)

Figure: Executions list page - Export icon
2. Upon clicking **Export**, the two available options are displayed as shown below.

![Export Options](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5. Export options.png)

Figure: Export options **Export to Excel**: Export records available on the selected page to an Excel file. **Export All to Excel**: Export all records available to an Excel file.

> [!NOTE]
> Note
> 
> Under the **Export All** option, a maximum of 1 lakh records can be exported.
3. After a successful export, the following message is displayed.

![Export success message](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/6. Export Successfully.png)

Figure: Export success message

**Filter Execution Records**

To filter execution records, perform the following steps:

1. Click the **Executions** option from **Reports > View Reports** menu. Click the **Filters** icon at the top right corner of the list page.

![Executions List page - Filters icon](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/7. Filter Button.png)

Figure: Executions List page - Filters icon
2. Upon clicking **Filters**, the available options are displayed. Enter the required filter criteria and click **Apply** to get respective record details. A sample filter criteria is shown below.

![Filter condition](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/8. Filter condition.png)

Figure: Filter condition
3. Filter conditions can also be saved and updated using the **Save/Update** Filters option. The above sample filter condition can be saved as shown below. After entering the desired filter name, click 💾 button.

![Save Filters](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/9. Save Filters.png)

Figure: Save Filters
4. The saved filter will be populated in **Load Filters** search bar.

![Saved filter](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/10. Saved filter.png)

Figure: Saved filter
5. If you wish to update or modify the saved filters, you can do so. From the above example, let's say we want to include the status in the saved filter. Here's how you can achieve that. Add the conditions and click save. The updated conditions will be saved successfully.

![Update saved filter](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/11. Update saved filter.png)

Figure: Update saved filter

**Period**

To view and filter records based on time periods, perform the following steps:

1. Click the **Executions** option from **Reports > View Reports** menu. Click the time **Period** bar at the top right toolbar.

![Executions list page - Time period bar](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/12. Executions list page - Time period bar.png)

Figure: Executions list page - Time period bar
2. Upon clicking **Period** bar, the **Time** and **Date Period** options are displayed. Select the required time period criteria and click **Apply** to get respective record details. A sample filter criteria is shown below.

![Period pop-up with time and date period conditions](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/13. Period pop-up with time and date period conditions.png)

Figure: Period pop-up with time and date period conditions

> [!NOTE]
> Note
> 
> By default, data from the last day will be displayed when the **Period** option is selected.
