How to Create a Report Showing Workflows Set to Run Within the Next Week
Understanding which workflows are set to run in the next week can help you anticipate key actions. By pulling this report, you can see which automated emails will be sent and tasks created, making it easier to stay in the loop. Here's how:
1) Navigate to Custom Reports
Note: If you want to learn more about Custom Reporting, check out this tutorial!
- Go to the Reports module
- Choose the Custom Reports tab
2) Edit and Run the Report
- Ensure the Record type is set to Workflow Run
- Choose Scheduled Run Time as the Condition
- Choose On or before for the Condition modifier
- Choose Relative for the date range modifier
- Choose Days from now
- Insert 7 in the date range field
- 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.
Note: If you would like 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!