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FirmFlow reports
FirmFlow has a number of default reports with the information you need for your clients' engagements. You can run the following FirmFlow reports in GoFileRoom.
Aging reports
- Aging (by Workflow)
- Displays 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.
- 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 indicating its due date status (red for Initial Step, green for In Progress, black for Completed). This helps users track deliverables within a Service Type. You can select any deliverable or workflow in the report to open the FirmFlow Folder screen for that item.
- 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 selecting 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 also includes the users and groups assigned to each step.
- Due Date with Responsibilities (by Workflow)
- Contains the same information as the Due Date (by Workflow) report, but also includes the users and groups assigned to each step.
Routing reports
Routing reports display the history of a deliverable's routing, with the current step displayed in the color indicating its due date status (red for Initial Step, green for In Progress, black for Completed). You can select an individual deliverable or workflow in the report to view the FirmFlow Folder screen for that item.
- 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 are templates that contain search criteria from all other deliverable or workflow reports. You can select any deliverable or workflow in the report to open the FirmFlow Folder screen for that item.
- 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.
note
Depending on the data you want to include on the Results screen, you may need to enter data in the following 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 the following columns by selecting
Options
, Set Preferences
, then clearing the applicable checkboxes in the window that opens.
- 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
- User/Group Responsibility
- Displays workflows assigned to the selected users or groups.
- 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 also 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
- WIP Detail (by User)
- Displays the total number of workflows for the users or groups (specified at runtime) at each step.
- WIP Detail (by Workflow)
- Displays the total number of workflows at each step and their status.
WIP Summary reports
These reports provide the total number of items with each of the following statuses:
- Setup: Workflow hasn't started.
- In Process (Not extended): Workflow has started, but isn't complete or extended.
- In Process (Extended): Workflow has started, and deliverables have been extended.
- Complete: All steps have been completed for the workflow.
- 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.