Generate reports

Reports give you a detailed look at the state of your processes, documents, and other Nintex Process Manager modules. These can be viewed within Nintex Process Manager with active links to the relevant processes, exported to .pdf or Excel file, or printed.

Most reports will allow you to filter by process group, and may have various options you can toggle on or off for more or less detail. Use the controls at the bottom of the page to navigate through the pages of longer reports.

Who can access reports?

Promasters A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. can view all reports. Business Analysts A user who can create and edit all processes if not restricted by permissions, view all reports and edit Roles and Responsibilities. and User privileges have more limited options based on the configuration settings selected by the Promaster. For more information, see Report access matrix.

Access reports

  • Go to Admin > Reports on the top-right of your Nintex Process Manager site. The available list of reports is displayed based on your permissions and add-ons available for your Nintex Process Manager site, as described below.
  • Each report will display different filters, date range selectors or additional fields. You can select a group, set a filter, and click Refresh to display the results.
  • Export the report to PDF or Excel using the buttons on the top-right.
  • Print the report using the button on the top-right.
  • Navigate to multiple pages using the navigation bar at the bottom.

CSV Endpoints

Several reports can now also be exported directly to CSV through the use of a new report generate endpoint. These are noted in the tables below and follow the pattern: https://<tenantURL>/exports/api/v1/reports/<reportname>/csv.

Report Name Description
Process Changes Not Yet Viewed (by process) Displays processes that have been changed but not viewed, sorted by process name.
Process Changes Not Yet Viewed (by user) Displays processes that have been changed but not viewed, sorted by user name.
Process Views

Displays a list of processes and the number of times each process has been viewed within the specified date range.

This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessViews/csv
Process Views By User

Displays the number of processes each user has viewed within the specified date range.

Tip: Select the Show Processes check box to view details for individual processes and number of views.

Tip: This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessViewsByUser/csv
Report Name Description
Process Improvements/Feedback

Displays a summary of all suggestions/feedback submitted.

This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/processfeedback/csv
Process Improvements/Feedback (detail) Displays all suggestions/feedback and responses within a certain date range.
Process Improvements/Feedback (requiring a response) Displays all suggestions/feedback where the Response requiredcheck box is selected and have not been resolved.
Report Name Description
Archived & Deleted Processes Displays all archived and deleted processes by user, date and the group the process was deleted from.
Glossary List Displays all glossary terms and descriptions.
Process Activities by Role and Responsibility Displays process and activity detail for a selected Role or Responsibility.
Process Change Log Displays the change descriptions for your Nintex Process Manager site processes in chronological order. This enables auditors of an organisation to have quick access to the process change logs without going through each individual process.
Process Cost Savings Report
  • Compares the cost values of two processes.
  • Increases in costs are highlighted in red, decreases are highlighted in green.
  • The processes compared are based on the selected date range with the latest process in that period shown as the latest, and the most recent published process prior to the selected period shown as the previous.
Process List

Displays all processes and details filtered according to user rights.

Tip: This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessListReport/csv
Process Performance Targets Displays performance target details for the selected process.
Process Review Dates

Displays review dates for the selected process. Overdue review dates are displayed in Red.

Tip: To display only the overdue review dates, select the Show only out of date check box and then click Refresh.

Tip: This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessReviewDates/csv
Process Search Displays details for published processes based on the search term you enter. Select the Include Unpublished Changes check box if you want to search and display results from unpublished changes.
Process Time Savings Report
  • Compares the timeframe values of two processes.
  • Increases in time are highlighted in red, decreases are highlighted in green.
  • The processes compared are based on the selected date range with the latest process in that period shown as the latest, and the most recent published process prior to the select period shown as the previous.
Process Triggers, Inputs, and Outputs

Displays the Trigger, Input, and Output details by process.

This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessTriggersInputsOutputs/Csv
Todo List Displays processes that have "@todo" in an Activity, Task or Note.
Unpublished / In Progress Process List

Displays the list of unpublished processes and published processes with revisions in progress.
Process Variation Report Displays all processes that have variants, the names of the variants, and a link to the linked variants.
Process Variation Time/Cost Saving Report Reports on the actual cost/time savings on the variation versus the standard process the variation is linked to.
Varied Process Time/Cost Savings Report Compares variations time/cost savings to other variations linked to the same process.
   
Report Name Description
BPMN Process Models Report

This report is available from the report generation endpoint. The report lists all BPMN process models, including the model name, the related process group, when it was created, and when it was modified. This CSV export requires Promaster A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege. Access the report at: https://<tenantURL>/exports/api/v1/reports/ProcessModels/csv
Report Name Description
Deleted Documents Displays the list of deleted documents.
Document List

Displays all available documents and the processes they are attached to.

Note: Only links in published process content are displayed.

This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/documents/csv
Documents Awaiting Approval by Approver If Document Approval is On: Displays documents awaiting approval.
Linked Documents and Web Links

Displays all linked documents and web links.

Note: Only links in published process content are displayed.
Report Name Description
Lean Map

Displays the Lean map for process groups and processes having an associated Lean tag.

To display unpublished process changes with a Lean tag, select the Include unpublished processes check box.
Report Name Description
System Map

Displays the system details for the associated process group/process and activity/task.

Note: This report is generated only for published processes.

Note: This report is available from the report generation endpoint. Access the report at: https://<tenantURL>/exports/api/v1/reports/SystemMap/csv
System Owners Displays the system owner and stakeholder details.
Report Name Description
Ownership & User Rights

Downloads a .csv file with the ownership and user rights information.

  • Select the required options and click Export.
Report Name Description
Overdue / Non-Compliant Risks Displays overdue risk items, filtered by the selected Portfolio and Signoffs due in field values.
Risks with Signoffs Due Displays risk items with signoffs due, filtered by the selected Portfolio and Signoffs due in field values.
Risks with Treatment Changes to Review Displays risk items with treatment changes requiring review filtered by the selected Portfolio and Signoffs due in field values.
Top 10 Risk Scores Displays the top 10 risk scores.
Report Name Description
Process Change Acknowledgments Displays by process who has or has not acknowledged the most recent change to the process in a particular time period. It will show why the person is required to acknowledge the change and where they have the data they did so.
Scheduled Training

Displays the forthcoming training events for a select role.

The report lists by month who is supervising training for a particular Training or Competency Unit, when that training is, and how many people are expected to complete or attend the training.
Training Records Displays what training a person in a given role has completed or is scheduled to complete.
Training Unit Status

Displays the number of people with the following statuses for a Training or Competency Unit:

  • Trained
  • Untrained
  • Scheduled
  • Overdue
  • Expired