FirmFlow report descriptions

Alerts and notices

FirmFlow includes a number of default reports that provide the information you need for your clients' engagements. You can run the following FirmFlow reports in GoFileRoom.

Aging reports

Report Description
Aging (By Workflow) shows the number of days that a workflow has been at the current step.

Bulk Import Template reports

Bulk Import template reports provide a template that administrators can use to perform bulk updates on existing workflow data, such as PIC, workflow step routing assignments, information fields, and deliverable due dates.

Report Description
Bulk Import Template (by Deliverable) Generates a template to use for updating deliverable information.
Bulk Import Template (by Workflow) Generates a template to use for updating workflow information.

Due Date reports

Due Date reports list all deliverables, with the current step displayed in the color that indicates its due date status (Red - Initial Step, Green - In Progress, Black - Completed). This enables users to track deliverables within a Service Type. You can click any deliverable or workflow in the report to open the FirmFlow Folder screen for that item.

Report Description
Due Date (by Deliverable) Lists details about each deliverable. You can extend the due date of a deliverable, add an extension flag, or remove an extension flag, by marking the checkbox for the deliverable, right-clicking it, and choosing the applicable options.
Due Date (by Workflow) Lists details about each workflow.
Due Date with Responsibilities (by Deliverable) Contains the same information as the Due Date (by Deliverable) report, but it also include responsible users and groups that are assigned to each step.
Due Date with Responsibilities (by Workflow) Contains the same information as the Due Date (by Workflow) report, but it also includes responsible users and groups that are assigned to each step.

Routing reports

Routing reports display the history of a deliverable's routing, with the current step displayed in the color that indicates its due date status (Red - Initial Step, Green - In Progress, Black - Completed). You can click an individual deliverable or workflow in the report to view the FirmFlow Folder screen for that item.

Report Description
Routing Summary (by Deliverable) Displays the routing information for the deliverables.
Routing Summary (by Workflow) Displays the routing information for the workflows.

Tracking reports

Tracking reports serve as templates that contain search criteria from all other deliverable or workflow reports. You can click any deliverable or workflow in the report to open the FirmFlow Folder screen for that item.

Report Description
Tracking Report (by Deliverable) With this template, you can customize personal reports or replicate the Due Date (by Deliverable), Due Date with Responsibility (by Deliverable), and Routing Summary (by Deliverable) reports.
Tracking Report (by Workflow) With this template, you can customize new reports or replicate the existing Aging (by Workflow), Due Date (by Workflow), Routing Summary (by Workflow), User Audit (by Workflow), and User/Group Responsibility reports.
Notes
  • Depending on the data you want to include on the Results screen, you may need to enter data in certain fields when selecting report options.
    • To include Routing Summary and Responsible User/Group data, you must select a specific workflow.
    • To include Assignment History (User/Group) data for a specific user or group, you must enter that user or group in the Assignment History (User/Group) field.
    • To include Accountable User/Group, PIC (Y/N), Assigned To (Y/N), and Responsible User/Group (Y/N) data, you must enter a user or group in the Accountable User/Group field.
  • To limit the amount of data displayed for each workflow or deliverable, you may want to hide certain columns by clicking the Options button, choosing Set Preferences, and clearing the applicable checkboxes in the dialog that opens.

    Consider hiding these columns.

    • Received From (User/Group)
    • Received On (Date/Time)
    • Sent To (User/Group)
    • Sent On (Date/Time)
    • Completed By (User/Group)
    • Completed On (Date/Time)

User reports

Report Description
User/Group Responsibility Displays workflows to which the selected users or groups are assigned.
User Audit (by Workflow) Displays the number of days the selected user was assigned a workflow. This report contains the same information as the Routing Summary (by Workflow) report, but it also includes user and date range search criteria.

WIP reports

Work in progress (WIP) reports display quantitative information about all workflows. You can use these reports to identify work load and progress, at a management or high level.

WIP detail reports

These report are formatted in a grid that shows a breakdown of the workflows and the total number of workflows in each step. The totals are hyperlinks that you can click to open a list of workflows in that group.

Report Description
WIP Detail (by User) The grid shows the total number of workflows for the users or groups (specified at runtime) at each step. Show me.
WIP detail by user
WIP Detail (by Workflow) The grid shows the total number of workflows at each step and their status. Show me.
WIP detail by workflow

WIP summary reports

These reports provide the total number of items with each of the current-statuses.

  • Setup: Workflow has not yet started.
  • In Process (Not extended): Workflow has started, but it is not complete or extended.
  • In Process (Extended): Workflow has started, and deliverables have been extended.
  • Complete: All steps have been completed for the workflow.
Report Description
WIP Summary (by Workflow) Displays the total number of workflows with each status.
WIP Summary (by Deliverable) Displays the total number of deliverables with each status.
WIP Summary (by Engagement) Displays the total number of engagements with each status.

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