FirmFlow report descriptions

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You can run the following FirmFlow reports in GoFileRoom.

To run FirmFlow reports, see Running FirmFlow reports.

Aging (By Workflow) Report

The Aging (By Workflow) shows the number of days a workflow has been at its current step.

Due Date Reports

Due Date (by Deliverable)

The Due Date (by Deliverable) report displays all deliverables with color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed). This allows users to track deliverables within a Service Type.

On the Results screen, the user has the option of Extending Deliverables, Adding Extension Flags or Removing an Extension by clicking the checkbox to the left of the deliverable and right-clicking with the mouse to see the options.

Due Date (by Workflow)

The Due Date (by Workflow) report displays all workflows with color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed). This allows users to track workflows within a Service Type.

On the Results screen, the user has the option of clicking on individual workflows which will take them to the FirmFlow Folder screen for that workflow.

Due Date with Responsibilities (by Deliverable)

The Due Date with Responsibilities (by Deliverable) report displays all deliverables with color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed) but also includes responsible users and groups pre-assigned to steps. This allows users to track deliverables within a Service Type.

Due Date with Responsibilities (by Workflow)

The Due Date with Responsibilities (by Workflow) report displays all workflows with color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed) but also includes responsible users and groups pre-assigned to steps. This allows users to track workflows within a Service Type.

Routing Reports

Routing Summary (by Deliverable)

The Routing Summary (by Deliverable) report displays the history of a deliverable's routing, including color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed).

On the Results screen, the user has the option of clicking on individual workflows which will take them to the FirmFlow Folder screen for that workflow.

Routing Summary (by Workflow)

The Routing Summary (by Workflow) report displays the history of a workflow's routing, including color indicators for their due date status (Red - Initial Step, Green - In Progress, Black - Completed). On the Results screen, the user has the option of clicking on individual workflows which will take them to the FirmFlow Folder screen for that workflow.

Tracking Reports

Tracking Report (by Deliverable)

The Tracking Report (by Deliverable) is a report template that has search criteria from all other by Deliverable reports. With this template, a user can customize personal reports or replicate the Due Date by Deliverable, Due Date with Responsibility by Deliverable, and Routing Summary by Deliverable reports, with the exception of no multi selection other than on Deliverables field.

Tracking Report (by Workflow)

The Tracking Report by Workflow is a report template that has all the search criteria from all other by Workflow reports. With this template, a user 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, with the exception of no multi selection.

Notes on Tracking Reports:
  • No multi selection fields are currently available with the exception of the Deliverables field.
  • A Workflow selection is required on the Search screen to see Routing Summary and Responsible User/Group data displayed on the Results screen.
  • An Assignment History (User/Group) selection is required on the Search screen to see Assignment History (User/Group) data displayed on the Results screen.
  • An Accountable User/Group selection is required on the Search screen to see Accountable User/Group-(PIC (Y/N)), Assigned To (Y/N)-and Responsible User/Group (Y/N)-data displayed on the Results screen.
  • To avoid displaying the entire routing history of a workflow, de-select the Received From, (User/Group), Received On (Date/Time), Sent To (User/Group), Sent On (Date/Time), Completed By (User/Group) and Completed On (Date/Time) columns on the Custom Preferences popup window on the Results screen. This will limit data displayed for each Workflow/Deliverable and will then only be listed once.

User Reports

User/Group Responsibility Report

The User/Group Responsibility report displays workflows in which users or groups (specified at runtime) are assigned.

User Audit (by Workflow)

This report displays the number of days a user, specified at runtime, was assigned a workflow. This report is modeled after the Routing Summary (by Workflow) report with the addition of User and Date Range search criteria.

WIP Reports

The WIP (Work in Progress) Reports are designed to display all workflows.

WIP Detail (by User)

The WIP (Work in Progress) Detail (by User) report shows a quantitative breakdown of workflows (specified by the user at runtime) and their current step by User or Group. This report's results are formatted in a matrix to show the total number of workflows, by user or group, and by workflow step. The numeric results take the user to the specific workflow(s) when clicked on.

WIP Detail (by Workflow)

This report provides more specificity than the WIP Summary reports and can be used to identify work load and progress, at a management or high level. This report's results are formatted in a matrix to show a quantitative breakdown of the number workflows (specified by the user at runtime) in each step and their status (In Progress, Extended) and then the Total number of all in each step. They can also be used to access more information by using links to workflows.

WIP Summary Reports

All the WIP Summary reports have workflows broken down by Current Status:

WIP Summary (by Workflow)

The WIP (Work In Progress) Summary by Workflow report displays summary information for all workflows for a Service Type (specified by the user at runtime). On the Results screen, a number of workflows is displayed as a link to workflow details, and grouped by Status (or Current Progress).

WIP Summary (by Deliverable)

Displays a quantitative summary of your firm's deliverables. These reports can be used to identify work load and its progress at a management or high level. You can also use these reports to access more information using links to workflows. Results are grouped by status (Current Progress).

WIP Summary (by Engagement)

Displays a quantitative summary of your firm's engagements. Displays summary workflow information for all engagements matching the search criteria specified by the user. On the Results screen, a number of workflows by engagement is displayed as a link to workflow details, and grouped by status (Current Progress).

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