Collaborate With Your Team - Reporting Workflows

- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **Plus icon**

- Under **Name**, enter the name of the Reporting Workflow, in this example, ‘EOD Updates’. - Select the **Reporting Period** from the dropdown menu - Choose the **Start** and **End date** - This is the date range for which the Reporting Workflow is active for users

- Select the intended users under **Users To Include** - Under **Instructions**, you will include a set of directions that will guide users in making their updates.

- Navigate to the **Scorecards tab** - Select the **Scorecard** that contains the desired elements - Use **Include Linked Elements** to include any elements – such as Measures and Initiatives – that are linked to Objectives in the selected Scorecard

- Navigate to the **Elements tab** - Select the appropriate **elements** that you want to include in your workflow

- Navigate to the **Status tab** - Select the appropriate **Status** to be included in your workflow. - Once you are done with your configuration, click **Save**

You will find the newly created Reporting Workflow under Manage Workflows

- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice

- Navigate to the **Workflow Emails tab** - Click on the **Plus icon** - Under **Name**, you will see a prepopulated name that you can edit

- Under **Send Workflow Emails** To you can choose to send emails to all users in the workflow or only to those that have incomplete tasks - You can also send a copy of the email to the email addresses of your choice under **Copy Emails To** - You will also find a prepopulated **Subject** that you can modify

- The Body field will allow you to compose the message your users will receive - The tokens in the body of the email are dynamically filtered according to the recipient. - There are several tokens that can be used in the email body to easily create a custom email for every recipient: - **{FirstName}**: Recipient’s first name - **{LastName}**: Recipient’s last name - **{ReportingPeriod}**: Reporting Workflow’s reporting period - **{MyUpdatesLink}**: Provides a hyperlinked button to the My Updates page - **{ItemList**}: Lists all elements the user is responsible for in this workflow - **{Instructions}**: Inserts the Instructions field when the Reporting Workflow was set up - Once you are done with your configuration, click **Save**

- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice