How to Create a Report Showing Workflows Set to Run Within the Next Week

If you need to review which workflows are set to run within a particular date range, it’s easy to pull up a detailed report. Here's how:

1) Navigate to Custom Reports

Note: If you want to learn more about Custom Reporting, check out this tutorial!

1. Go to the Reports module
2. Choose the Custom Reports tab

2) Edit and Run the Report

1. Ensure the Record type is set to Workflow Run
2. Choose Scheduled Run Time as the Condition
3. Choose On or before for the Condition modifier
4. Choose Relative for the date range modifier
5. Choose Days from now
6. Insert 7 in the date range field
7. Click Run report

3) Evaluate the Results

After clicking Run report, you'll get a list of all your workflows that are scheduled to run in the next week. In this example we have three pending workflows that are scheduled to send in the next seven days.

Note: If you want to include any additional columns, you can do so by editing the columns. Learn more about that here.

Have more questions? Feel free to reach out to us at support@seniorplace.io!