Reporting in Service Manager

[Lauren]

Hi,

Is there the current functionality to be able to report on either checkpoints (whether they've been completed or not) OR outcomes of activities?

Thanks

Lauren

[Victor]

2 hours ago, Lauren said:

Is there the current functionality to be able to report on either checkpoints

No, I'm afraid not...

2 hours ago, Lauren said:

OR outcomes of activities?

Yes... the outcome is stored against the task...

[Steven Boardman]

@Lauren whilst you can't report on the checkpoints you can report on other request info - so for example in your business processes, after each checkpoint node, you could use an update request > custom field node and use this to reflect the current lifecycle status of the request - with this approach you could use the same node after each checkpoint, and with the option to over right the previous value, so you would always have the latest value based on the process progress in a custom field which you can of course report on, include in email templates and in the next Service Manager update you will be able to display custom field values as columns in the personal views on the request list. 

Steve