User Overview Report

The User Overview report provides an overview of all active, assigned, completed, and escalated tasks for the current user.
To access the report, enter the following URL in a browser:
[Server]/Report/UserOverview
Enter your credentials and the report opens. The report can be accessed by any user to view an overview of their tasks.
Examples of why to use this report:

Example

This section provides an example of the User Overview report.

Field Description
Started Date Allows you to the configure the report by specifying which data is returned. By selecting a preset time period such as the last 90 days, last year, today, and yesterday.
Overview Bar Displays a summary of all active, completed and escalated tasks.
Active Tasks by Process Type Displays a pie chart of all active tasks by process type. Hovering over a section of the pie chart, displays information about the amount of active tasks for a specific process.
Active Tasks by Activity Displays a pie chart of all active tasks by activity. Hovering over a section of the pie chart, displays information about the amount of active tasks for a specific activity.
Active Tasks by Priority Displays a pie chart of all active tasks by priority. Hovering over a section of the pie chart, displays information about the amount of active tasks by a specific priority.
Active Tasks Displays all active tasks. Each task is displayed by Workflow Name, Folio, Original Destination, Activity Name and Task Start Date.
Assigned Tasks Displays a line graph of assigned tasks over a period of time, which are filterable by day, week and month.
Average Task Duration Displays a line graph of the average time taken to complete a task in minutes and can be filtered by day, week and month.
Activity Duration Displays the duration of each activity the user actioned in minutes across all processes in a bar graph configuration.

The following sections are available in the User Overview report:

Permissions

To view and action tasks on the User Overview report, you must have Process Administrator rights.

To set Process Administrator rights, see the Process Rights topic.

Using the Report

The section below discusses how to use the report, such as configuring the report via the Started Date drop-down, creating filters and using the Quick Search.

Using the Started Date drop-down

The Started Date drop-down allows you to configure the dates of the report. Selecting an option from the Started Date refreshes the report. The report can also be refreshed via the icon. The Started Date options are determined by the culture settings in the browser settings.

Using the Chart Period

The Chart Period drop-down allows you to further filter returned data by day, week and month.
Follow the steps below user the Chart Period:

  1. On the report section where the Chart Period is available, click the Chart Period drop-down and select an option.
  2. The report section will refresh with data from the selected Chart Period filter option.

Considerations

Below are considerations when using the User Overview report.