Business Process Management Data View

The Business Process Management Data View report is used to view information about tracking tasks.

This report should be run as needed.

*Indicates required fields

To access a Data View report:

1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

2. Select Data Views from Task Navigation. The Report Search page displays the list of available Data View reports and a description of each report.

3. Click the Report Name hyperlink for Business Process Management Data View. The Report Parameters page displays.

4. On the Report Parameters page, complete the parameter values as follows:

   1. Enter the Task Created On Begin Date* using the <mm/dd/yyyy> format or the calendar icon.

   2. Enter the Task Created On End Date* using the <mm/dd/yyyy> format or the calendar icon.    

   3. Enter the Region ID, Office ID, Worker ID, and/or Supervisor ID, as needed to limit the amount of returned data.

5. Select Excel or CSV from the Report Format* drop-down menu.        

NOTE: CSV can open in Notepad or Excel. Select CSV if the report is for a wide date range. Excel is limited in the number of results it can contain and will all if the results exceed 65,000 records.

Click the OK button.

NOTE: Reports can take some time to generate and do not indicate they are running after clicking the OK button.

6. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.