FirmFlow report fields glossary

The following table describes the FirmFlow report fields, the field definition, the report in which the field applies, search criteria, and the reports in which the results are available.

Field name Definition Used in which reports Available as search criteria Available as results
Accountable User/Group User or group currently assigned to a workflow Both Tracking reports and User/Group Responsibility report Both Tracking reports and User/Group Responsibility report Both Tracking reports
Assigned on (Date/Time) Date on which an assignment was made Tracking reports Tracking reports Tracking reports
Assigned to (User/Group) User or Group currently assigned to a workflow. Note: This field is dependent on Service Type Both Tracking reports, Due Date reports, Aging report, Routing Summaries and all User reports Both Tracking reports, Due Date reports, Aging report, Routing Summaries and all User reports Both Tracking reports, Due Date reports (excluding By Responsibility reports), Aging report, Routing Summaries and all User reports
Assigned to (Y/N) Indicator as to whether the item is currently assigned Both Tracking reports and User/Group Responsibility report Both Tracking reports Both Tracking reports and User/Group Responsibility report
Assignment History (User/Group) A user who has ever been assigned to a workflow is part of the Assignment History (see FirmFlow Routing History checkbox) Both Tracking reports and User Audit report Both Tracking reports and User Audit report Both Tracking reports
Assignment History (Date/Time) Date on which or date range in which a workflow was ever sent or received User Audit report User Audit report None
Client Name The name used for a client; uses lookup list All All Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report
Client Number The number used to identify a client; uses lookup list All All Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report
Completed By (User/Group) User who achieved last step of workflow Both Tracking reports, Routing Summaries, and User reports Both Tracking reports, Routing Summaries, and User reports Both Tracking reports
Completed On (Date/Time) Date and Time last step of workflow was completed Both Tracking reports Both Tracking reports Both Tracking reports
Current Due Date The date assigned to a deliverable at the time the report is run. This date can be the same as the Original Due Date but can be later if the Deliverable has been extended. All All Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging report
Current Step The current step for the workflow ( Initial, In Progress, Completed, and so on) Aging, all Due Date reports, Routing, Tracking and User reports and WIP Detail (by Workflow) report Aging, all Due Date reports, Routing, Tracking and User reports Aging, all Due Date reports, Routing, Tracking and User reports and WIP Detail (by Workflow) report
Date Extended Date on which a deliverable’s Due Date was extended Both Tracking reports, all Due Date reports, all User reports, all Routing Summaries, and Aging report Tracking reports, Due Date (by deliverable) Routing Summary (by Deliverable) Both Tracking reports, all Due Date reports, all User reports, all Routing Summaries, and Aging report
Days at Step Number of days: hours: minutes a workflow has remained at the current step, assigned to the current user Both Tracking reports and Aging report Both Tracking reports Both Tracking reports and Aging report
Days between Routings Number of days: hours: minutes a workflow has remained at the current step since the last routing Both Tracking reports, Aging Report and User Audit report. Both Tracking reports Both Tracking reports, Aging Report, and User Audit report
Deliverables Forms attached to workflows; this field uses the Deliverables lookup list. Tracking by Deliverables report, Due Date by Deliverable reports, Due Date with Responsibilities report and Routing Summary by Deliverable Due Date by Deliverable report and Tracking by Deliverable report Tracking by Deliverables report, Due Date by Deliverable reports, Due Date with Responsibilities report and Routing Summary by Deliverable
E-File (Y/N) Indicator that denotes whether the checkbox on the workflow deliverables to be electronically filed has been selected Tracking (by Deliverable) report None Tracking (by Deliverable) report
Engagement Type Based on the Service Type, the particular undertaking; Note: This file is dependent on Service Type All All Both Tracking reports, Due Date reports, Routing Summaries User reports, and Aging Report
Extended (Y/N) Indicates if a deliverable’s due date has been extended Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report None Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report
In Progress Only (checkbox) Denotes steps to be filtered which have not been designated as Initial or Complete Tracking Reports, User/Group Responsibility report Tracking Reports, User/Group Responsibility report None
Information Fields User-defined fields created at workflow and folder levels. Note: These fields are dependent on Service Type All All Both Tracking reports, both Bulk Import Templates, Due Date reports (excluding the Due Date with responsibilities reports), and Aging report
Original Due Date Initial date assigned to a deliverable Document Tracking report, Due Date by Deliverable reports, Due Date with Responsibilities Report and Routing Summary by Deliverable Document Tracking report, Due Date by Deliverable reports, and Routing Summary by Deliverable Document Tracking report, Due Date by Deliverable reports, Due Date with Responsibilities Report and Routing Summary by Deliverable
Period End End of a reporting period for a particular Folder/Workflow WIP Detail (by User), all Due Date reports, Routing Summaries, User reports WIP Detail (by User), Due Date with Responsibilities reports, all Routing and User reports Both Tracking reports, Due Date with Responsibilities reports, all Routing and User reports
PIC Partner in Charge Note: This field is dependent on Service Type. Both Tracking reports and User/Group Responsibility report Both Tracking reports Both Tracking reports and User/Group Responsibility report
PIC (Y/N) Indicator of whether a partner in charge is assigned to a workflow Both Tracking reports and User/Group Responsibility report Both Tracking reports Both Tracking reports and User/Group Responsibility report
Priority The importance level assigned to a given workflow or deliverable: High (!), Medium (blank), or low (Â) Both Tracking reports and Due Date with responsibilities reports Both Tracking reports Both Tracking reports and Due Date with responsibilities reports
Progress Steps None None None
Received From (User/Group) The user who routed workflow or folder to the current Assigned To user Both Tracking reports and User Audit report Both Tracking reports Both Tracking reports and User Audit report
Received On (Date/Time) Date and time current Assigned To user was routed and assigned workflow or folder Both Tracking reports and User Audit report Both Tracking reports Both Tracking reports and User Audit report
Responsible (User/Group) Shows which users or groups are accountable for a workflow or deliverable at any given stage in the process Both Tracking reports, Due Date with Responsibility, Routing and User reports Both Tracking reports and Due Date with Responsibility reports Both Tracking reports, Due Date with Responsibility, Routing and User reports
Responsible (User/Group) (Y/N) Indicator as to whether a workflow or deliverable has Responsible Users or Groups assigned to steps Both Tracking reports and User/Group Responsibility report Both Tracking reports Both Tracking reports and User/Group Responsibility report
Routing Notes An indicator (&165;) for the presence of notes on a workflow Due Date with Responsibilities reports None Due Date with Responsibilities reports
Routing Summary Displays all steps a workflow has completed Both Tracking reports, Routing Summaries, and User Audit report Both Tracking reports Both Tracking reports, Routing Summaries, and User Audit report
Sent on (Date/Time) Date on which a workflow was sent to the assigned user Both Tracking reports and User Audit report Both Tracking reports Both Tracking reports and User Audit report
Sent To (User/Group) User of Group to whom a workflow was next assigned Both Tracking reports and User Audit Report Both Tracking reports Both Tracking reports and User Audit Report
Service Type Types of workflows (Tax or Assurance, for example) All All Both Tracking reports, Sue Date reports, Routing Summaries, User reports, and Aging Report
Status The existing condition a workflow has reached (In-Process, Awaiting Info, and so on) Both Tracking reports, Aging, all Due Date reports, all Routing Summaries, and all User reports All Routing Summaries and all User reports Both Tracking reports, Aging, all Due Date reports, all Routing Summaries, and all User reports
Total Days at Step Number of days : hours : minutes that a workflow has been at the current step, regardless of the user Both Tracking reports and Aging report Both Tracking reports Both Tracking reports and Aging report
Total Days In-Process Number of days : hours : minutes that a workflow has spent between the first and last steps of the workflow. Includes all routings with the exception of the first and last step Both Tracking reports, Aging report Both Tracking reports Both Tracking reports, Aging report
Workflow Name assigned to a particular routing of documents. Note: This field is dependent on Service Type All All Both Tracking Reports, Due Date, Routing, User and Aging reports
Workflow Description Description of a particular routing of documents Tracking , Due Date, Routing, User and Aging reports None Both Tracking, Due Date, Routing, User and Aging reports
Workflow Steps Like Current Step (described above), the particular stage a workflow has reached WIP Detail (by User) None WIP Detail (by User)
Year Reporting year for a particular folder or workflow All All Both Tracking reports, Due Date reports, Routing Summaries, User reports and Aging report

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