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No reports to cover stages in Forms Cloud?

Forms Laserfiche Cloud
Updated August 10, 2021
posted on August 9, 2021

We have had the ability to setup stages in the forms process designer for awhile now and I often use this. Today I setup my stages in a cloud process, and I have clicked through all the forms reports in cloud and I do not see any which utilized the stages.

I am just looking for counts of how many submissions are at each stage of the process.

In On-Prem we can see how many are at each stage, and drill down to see specific customized details like Client Name, etc.

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replied on August 10, 2021

They should be in the recently released operational dashboard on the home page. Go to the main Home tab of LF home, then click on the dashboard dropdown. You will see Operational Dashboard where you can then pick which process to look at. That dashboard has an instances section that shows how many instances are in each stage. 

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View 2 previous replies
replied on August 10, 2021

I only have Performance, Work in Progress, Task Loads, Form Reports, Workload, and Irregularity.

Work in Progress has a checkbox to include completed instances, but it doesn't appear to show the stages they completed in.

All I get is a count of how many are completed (not if they are No Show, Cancellations, etc) and how many are still in progress.

I even named my end nodes based on if they are a No Show, Cancellation, etc so there are 2 ways to report on the final status or in progress status, but I can't find a single report that has access to either the stages or the end node names.

Jumping on a VAR webinar in an hour.

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replied on August 10, 2021

You're on the Reports tab. We added the operational dashboard here under home in the beginnings of a dashboards area. 

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replied on August 10, 2021

I am not having much luck there. I need a report to give counts for each stage I have defined at the top of my process diagram. So for example how many are in Incomplete, Completed, Cancellations, No Show. For both currently running instances and complete instances. For complete instance either the stage they completed in would work or I could use the end event name.

In On-Prem I have no problem doing this with the "Table" report.

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replied on August 10, 2021

There is a table report under Process Automation, but it doesn't allow access to the stages or the end event names. No way to report on counts of the final status of my instances or see any aggregate data on what decisions were made (IE: Completed, Cancelled, No Show)

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replied on August 10, 2021

Yes, your use case makes sense. We can add these as feature requests to our PA reports and possibly our PA dashboards as well. 

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