Reports and charts

Processes can include charts that summarize data: number cards, tables, and bar, line and pie charts. Number cards show the change from the previous period as ▲/▼ with a percentage.

Report tasks

If a report step in a process is set up to be reviewed by a person, the report comes to you as a task in My work.

1. Open the task and review the charts.
2. To get the report as a PDF, tap Open report as PDF on your phone, or Download report as PDF on desktop or the web.
3. Complete the task to let the process continue.

If a chart has no data yet, it says there’s nothing to show; the chart fills in as the related form fields are completed.

Add reports in the designer

The process designer is available in the desktop app and Flowsy Web.

• Report step: Choose Report as the step type. Add a report title, a description and charts. You can have the report reviewed by a person or email it as a PDF.
• In-form chart: Add Chart from the Layout group in the form editor. Choose the chart type, data, grouping and measure, and optionally turn on Compare with previous period.