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Generate a workflow report

Generating a workflow report allows you to view all of the trading programs or proposals and their current workflow status in Enable with a breakdown of who the trading program lead is, who the trading program is currently with, who the trading program is waiting on and the last updated date.

When clicking on the top-level Trading Programs menu and then Workflow report in the drop-down menu, you will be taken to a page that allows you to extract workflow results that specifically relate to the trading programs that match the criteria that you provide in this report.

You will see a number of options that you can use to filter your report, as follows:

  • Supplier · A parameter that allows for a supplier to be searched for by its name.
  • Trading program status · A parameter that allows for either 'All' trading programs, 'Active' trading programs or 'Proposal' trading programs to be included.
  • Trading program reference · A permissive parameter that allows for a pre-existing trading program to be searched for by its reference.
  • Trading program description · A permissive parameter that allows for a pre-existing trading program to be searched for by its description.
  • Trading program type version · Select a trading program type version from a list of configured trading program type versions.
  • Workflow status · Input the workflow status assigned to the particular trading programs.
  • Last updated user · The last user who updated the workflow.
  • Last updated, ‘From’ and ‘To’ · Enter a ‘From’ and ‘To’ date to filter down by the last updated workflow date where the last updated date falls within the date range provided.
  • Trading program start date, ‘From’ and ‘To’ · Enter a ‘From’ and ‘To’ date to filter down by those trading programs whose start date falls within the date range provided.
  • Trading program end date, ‘From’ and ‘To’ · Enter a ‘From’ and ‘To’ date to filter down by those trading programs whose end date fall within the date range provided.
  • Last transaction, 'From' and 'To' · The last transaction date of a transaction line that contributes to the trading program.
  • Interim trading programs · Whether interim trading programs are included in the report or not.
  • Subscribed trading programs · A checkbox that when ticked will only include trading programs you are subscribed to.
A screenshot of Trading Programs' Workflow report area

You can download this report by either clicking the Download button at the bottom of your page or by clicking Search and viewing the report in Trading Programs before downloading it. You can also reset the search filters by clicking on the Reset button. By clicking on the Search button you will be taken to a new page displaying the results of your report in a table.

View_of_Trading_Program_Workflow.png

From here, you can click Show criteria in the top right corner of your page and then click on Download to export the report.

The workflow report displays the following information:

  • Supplier · The supplier corresponding to the particular trading program.
  • Trading program reference · The reference corresponding to the particular trading program.
  • Start · The start date of the particular trading program.
  • End · The end date of the particular trading program.
  • Status · The status of the trading program, this could be proposal, active or interim.
  • Workflow status · The workflow status assigned to the particular trading program.
  • Trading program lead · The person who started workflow if using automatic approval workflow, or the text that was entered in manual approval workflow.
  • Currently with · If using automatic approval workflow, this is the role that the trading program is currently waiting on e.g. Category Manager. If using manual approval workflow, this is the text entered against the trading program.
  • Waiting on · If using automatic approval workflow, this is the specific user or users that the trading program is currently waiting on. If using manual approval workflow, this is the text entered against the trading program.
  • Last updated · The date and time that the workflow status last changed.
  • By · The last user who updated the workflow.
  • Latest transaction date · The last transaction date of a transaction line that contributes to the trading program.
  • Interim? · Whether the trading program is an interim trading program or not.
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