Reports Reference

This reference documents every report available in the Workflows Reports tab, with available fields, filter options, and export formats.

Document Register Summary

Shows a count and status breakdown across the project register.

Field	Description
Document count	Total number of register entries.
By status	Count per document status (draft, for review, approved, etc.).
By discipline	Count per discipline or package.
Overdue	Count of documents past their due date.

Filters: Status, discipline, package, owner, date range. Export: PDF, Excel.

Shows open, closed, and overdue workflows.

Field	Description
Template	Workflow template used.
Total started	Count of workflows started in the period.
Completed	Workflows closed within the period.
Overdue	Workflows past their due date at the time of report.
Avg days to close	Mean turnaround time in days.

Filters: Template, date range, status. Export: PDF, Excel.

Shows issued and acknowledged transmittals.

Field	Description
Reference	Transmittal reference number.
Issued date	Date of dispatch.
Recipient	Addressed party or distribution list.
Document count	Number of documents included.
Acknowledged	Whether receipt acknowledgement was received.
Acknowledged date	Date of acknowledgement.

Filters: Date range, recipient, mail type. Export: PDF, Excel.

Shows reviewer participation and decision breakdown.

Field	Description
Reviewer	Name of the reviewer.
Assigned	Count of items assigned.
Responded	Count of items with a submitted response.
Response rate	Percentage responded.
Overdue	Count of overdue items.
Decision breakdown	Count of approved, rejected, and revise responses.

Filters: Reviewer, date range, workflow template. Export: PDF, Excel.

Shows outgoing and incoming correspondence.

Field	Description
Reference	Correspondence reference number.
Type	Mail type or category.
Direction	Outgoing or incoming.
Date	Dispatch or receipt date.
Status	Open, awaiting reply, closed.
Subject	Brief subject line.

Filters: Type, direction, date range, status. Export: PDF, Excel.

Shows all items past their due date at the time the report is run.

Field	Description
Reference	Document or workflow reference.
Type	Document, workflow, transmittal, or correspondence.
Due date	Original due date.
Days overdue	Number of days past due.
Owner	Responsible user or group.

Filters: Type, owner, package. Export: PDF, Excel. Suitable for direct use in status reports.