Workflow Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Workflow Report.  

To access the Workflow Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

On the resulting page, your Workflow Report is accessible within the Workflow Reports section: 

After clicking Workflow Report, your report will open up.  Here's a look at a sample portion of a Workflow Report: 

Here you'll see one line for each Workflow contained in the report, displaying in columns its Workflow Name, Step Owner, Seminar it's attached to (if applicable), Linked Contact, Current Step, Current Step Due Date, Workflow Target Date, Estimated Completion Date, Workflow Template used, Category and Completed On date.

Clicking on a Workflow Name within one of the Workflow rows will take you to that Workflow for the contact, where you can take further action with the Workflow.

Above your report, you'll see several Options: 

 

 

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:

 

 

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

 

Clicking export will download the data and allow you to open it up in Microsoft Excel. 

 

The pdf button downloads a report, suitable for printing.  

 

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts.