This article explains how to run a workflow report in Filebound. A workflow report provides insight into current or past workflow steps, enabling users to track approvals, rejections, or current assignments for a document undergoing a workflow process.

Applicable to:

Pueblo

Affiliation:

Faculty, Staff, Student Employees

Prerequisites

• Ensure you have access to Filebound and the necessary permissions to view workflow reports.

Instructions

1. Access the document you want to generate the report for.
2. Hover over the name of the document in the File Tree.
3. Click the three dots next to the document name.
4. Under Reports, select the desired report:
   • Workflow – All: Displays all past and current workflow steps.
   • Workflow – Current: Displays only the currently active workflow step.

Outcome

By following these steps, you will gain visibility into who has approved or rejected a workflow and who is currently assigned to it.