To view the reports section, you need to be an administrator or have the view report permission.
To use the filter function, select Reports in the left navigation and select the Process List option. Select the filters from the dropdown, or enter your filters by typing into the selected filter fields. Once you have entered all the necessary information for your search, select the Generate button. The list will be generated below the filters.
The Enable dates toggle, allows you to filter by the date the managed documents, processes, documents and value streams were created. If you select dates, the items shown in the report were created between the dates that were selected.
Not all fields need to be filled for the report to generate.
To save your filter, select the Filter actions button and select Save filter as new. Enter the name of the filter and click Save Filter.
To allow other administrators to use a saved filter, you can publish it. Select the filter from the dropdown list and click on the Filter actions button. Select the Publish selected filter, and click Yes to confirm. The filter will now be available for other administrators to use within your company. Users that have the view report permission cannot publish filters for other administrators or users to access. Users can only save filters for their own use.
To delete a saved or published filter, select the filter from the dropdown list and click on the Filter actions button. Select Delete selected filter, click Yes to confirm. The filter will be deleted from the dropdown list for you and, if published it will be removed for other administrators too.
Note: There's a separate filter specifically for authors. Thus, the stakeholder filter only includes owners and experts, not authors. To include authors in your results, use the author filter alongside the stakeholder filter. Informees are not necessarily stakeholders and cannot be filtered.