eForm - Reports

Introduction

As a form administrator, you can view the details of each of the forms submitted by the employees via eForm Reports

There are 3 types of reports available in the eForm module and each are discussed in this guide:

General Report - this report will show the forms submitted, based on the filters used. It will show the details of each submission and each can be downloaded as a PDF copy or you can also generate an Excel format of the report

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Click on the mceclip2.pngicon if you need to download the PDF copy of each form.

Click on the mceclip3.pngbutton to have a copy of all the forms. Basically an excel copy of this page showing all the forms.

mceclip6.pngallows you to print a PDF copy of the information that you can see on this page

 

Form Status Summary Report - This allows the admins to generate a report by form name and Status. The report will show the status of each report (either submitted, approved, reimbursed, processed)

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Expense Type Reports - allows the admin to generate an expense report using the different fields including mceclip10.png This report is specifically geared towards different  expense types created within the eForm module

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Please Note:  This is only applicable to the forms which have been approved by all officers in a workflow.

 

 

 

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