Custom Reports allow you to generate, analyze and export any company's data set based on the document type used in Precoro. There are six documents in which you can track an Approval Workflow:



TABLE OF CONTENTS


Generating this type of report would benefit you in giving a better understanding on:

 

  • Tracking the Approval statuses in various documents.
  • Analyzing how much time gets spent on the Approval process.
  • Differentiating the factors or people who are slowing down the process.


How to create a report with Approval information in it 


Step 1. Activate the modules and make sure users have the correct roles. The information on how to do that can be found here.


Step 2. Make sure your Approval Workflow is in place — more information on how to create one is here.  


Step 3. Create a Custom Report with the Approval information in it.

 

  • Open Reports in the left-side menu and click on Create a Custom Report button.
  • Enter the name of the report.
  • From the drop-down list, choose the Type of the Document.
  • Choose the necessary columns you wish to add, including the ones containing information on Approval.

 

Please consider the available columns that contain Approval data in each document. More information on this you can find in the current article.
  • Save the changes you have made.



Step 4. Apply the filters, and if necessary, export the received information in the XLSX format file.


  • Choose the necessary filters.

You can also apply the Pending Approval Step filter, which will show the documents that need approval according to the step you have chosen in a filter.


Do not forget that to use this filter, firstly, you need to create and then embed an Approval Workflow in your company.




Approval data in a Warehouse Request


In a Warehouse Request, you can receive the following information on the Approval Workflow from General Data only:

  • Approval Step #1, User name and email of the person who has made the approval. 
  • Approval Step #1, Date specifies the time and date, when the document was approved.
  • Pending Approval Step the name of the current step of the document.
  • Pending Approval from gives information on who should take action.
  • Final Approval Date specifies the date, when the document received the Approved status.


Approval data in a Purchase Requisition


In a Purchase Requisition, you can receive the following information on the Approval Workflow from General Data only:

  • Approval Step #1, User name and email of the person who has made the approval. 
  • Approval Step #1, Date specifies the time and date, when the document was approved.
  • Pending Approval Step the name of the current step of the document.
  • Pending Approval from gives information on who should take action.
  • Final Approval Date specifies the date, when the document received the Approved status.


Approval data in a Purchase Order


In a Purchase Order, you can receive the following information on the Approval Workflow from General Data:

  • Approval Step #1, User name and email of the person who has made the approval. 
  • Approval Step #1, Date specifies the time and date, when the document was approved.
  • Pending Approval Step the name of the current step of the document.
  • Pending Approval from gives information on who should take action.
  • Final Approval Date specifies the date, when the document received the Approved status.


And from Items Data:

  • Request for Proposals, Approval Date specifies the time and date, when the document was approved. 


Approval data in an Invoice


In an Invoice, you can receive the following information on the Approval Workflow from General Data only:

  • Approval Step #1, User name and email of the person who has made the approval. 
  • Approval Step #1, Date specifies the time and date, when the document was approved.
  • Pending Approval Step the name of the current step of the document.
  • Pending Approval from gives information on who should take action.
  • Final Approval Date specifies the date, when the document received the Approved status.


Approval data in a Receipt


In a Receipt, you can receive the following information on the Approval Workflow from General Data only:

  • Pending Approval Step  the name of the current step of the document.
  • Final Approval Date  specifies the date, when the document received the Approved status.
  • Pending Approval from  gives information on who should take action.


Approval data in an Expense

In an Expense, you can receive the following information on the Approval Workflow from General Data only:


  • Pending Approval Step  the name of the current step of the document.
  • Pending Approval from  gives information on who should take action.
  • Final Approval Date  specifies the date, when the document received the Approved status.