GOFILEROOM
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. |
- 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 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.
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.
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| WIP Detail (by Workflow) | The grid shows the total number of workflows at each step and their status. Show me.
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WIP summary reports
These reports provide the total number of items with each of the current-statuses.
| 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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