Reporting and filtering on the runs page

The Runs page is where run reporting actually happens. Filter it down to the runs you care about, read the answer off the screen, and export the same set if you need to work on it elsewhere.

Filter first

The filters combine, so you can narrow a long list to a precise question. You can filter by status, workflow, department, tag, date, assignee, and by the data collected in steps.

That last one is what makes this a reporting tool rather than a list. "Which runs recorded a failed inspection last quarter" is a filter, not a spreadsheet exercise.

Questions worth asking

In progress and past due, the honest state of the work right now.
One workflow over a date range, to see whether a process is speeding up or slowing down.
One person's runs, before a handover or during an absence.
One tag across workflows, to pull together everything for a client or an audit. See Filtering the runs page with multiple tags.

Then export

With the list filtered, export it as a spreadsheet for anything the page cannot do: pivot tables, charts, or combining Manifestly data with figures from another system. The export follows your filters, so getting the filter right is the whole job. See Exporting Workflows and Runs.

The other views

For comparing runs of one workflow side by side rather than as a list, the summary view lays them out as a grid. See Summary View of Runs.

Video walkthrough

This video walks through filtering and exporting from the Runs page.