HEFLO gives you the ability to generate reports and display them in a workspace page using a widget, or send them during the execution of a process. In this article, we will show how to access the report editor and create a report with information from a particular record. We […]
Create a report with information about a work item and send it by email
HEFLO gives you the ability to generate reports and display them in a workspace page using a widget, or send them during the execution of a process. In this article, we will show how to access the report editor and create a report with work item information for a particular […]
Conditional start event
We can start a work item based on a condition by using a conditional start event. In HEFLO, this condition is linked to a record. In this article we will learn how to: 1- Create a process instance every time we add a row of data to the record or […]
Decision cube – Requestors
It is a pivot table that you can adapt to analyze the number of work items according to the criteria of your choice. The objective is to be able to analyze the number of work items from different possible angles to obtain the desired information. For example: If the database […]
Analytical reports
The automation and execution of your processes allow the generation of a database of your different work items. HEFLO gives you the possibility to use this information through dashboards to help you in your daily decision-making. To learn more about management dashboards: Tutorial: How to create a management dashboard. The […]
Deadlines – Requesters
This report highlights the top 20 requesters with the most overdue work items. It highlights overdue work items in red and on-time items in green.This only affects work items with a deadline. The goal is to quickly identify work items that require action and anticipate communication for the requester. This […]
Backlog – Requesters
This report highlights the requesters that create the most work items. These work items are still open. The objective is to analyze the origin of current work intensity. This report allows a comparison of segmentations. You can select up to 4 segmentations. The management of segmentations makes it possible to […]
Task Delays and Deadlines
This report highlights the top 20 users who have the most tasks with overdue deadlines that cause a delay for the relevant work item. This only affects work items with a deadline. The objective is to be able to check the performance of the team in the critical tasks of […]
Deadlines
This report highlights the top 20 users who have the most tasks with overdue deadlines. It highlights overdue tasks in red and on-time ones in green. This only affects work items with a deadline. The objective is to be able to check the performance of the team in the critical […]
Tasks received versus finished
This report highlights the top 20 users who have the most tasks received. It highlights received tasks in red and completed ones in green. The objective is to understand the work intensity of the different members of a team. This report creates a chart for each selected segmentation. Segmentation is […]