Reporting Workflows make the data update process easier for both end-users and account admins. For end-users, it provides them a simple view for data entry called ‘My Updates’. Everything they are responsible for updating is located on one page, meaning minimal navigation for users. The pie chart and completed tasks marker provide the end user with a sense of accomplishment, as they complete their updates. When the user reaches 100% complete on a workflow, they are greeted with celebration confetti for a job well done!
For the admin user, Reporting Workflows simplifies the data collection process in a big way, eliminating the risk of missing data or updates falling through the cracks before an important meeting. Within a workflow, admins can define the reporting period to update, when it needs to be updated, and by whom. Customized workflow emails can then be scheduled and sent to responsible users, providing them with a list of everything they are responsible for and a direct link to their ‘My Updates’ view. Once tasks have been assigned, the Workflow Dashboard gives admins visibility into the percentage of tasks completed and who still has outstanding tasks. Admins can also send one-off emails to those who need an extra push to get things done.