Reports

1. Navigate to Orchestration > User > Orchestration.

2. Click the hamburger icon from the left panel, to expand the MENU.

3. Click the Reports option to access View Reports as shown below.

   

   Figure: Reports Menu

To view execution reports, perform the following steps:

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

   

   Figure: Executions List page

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

To export execution records, perform the following steps:

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

   

   Figure: Executions list page - Export icon
   

2. Upon clicking Export, the two available options are displayed as shown below.

   

   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

   Under the Export All option, a maximum of 1 lakh records can be exported.

3. After a successful export, the following message is displayed.

   

   Figure: Export success message

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.

   

   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.

   

   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.

   

   Figure: Save Filters
   

4. The saved filter will be populated in Load Filters search bar.

   

   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.

   

   Figure: Update saved filter

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.

   

   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.

   

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

Note

By default, data from the last day will be displayed when the Period option is selected.