Salesforce IdeaExchange
- then -
Customization Comments
| Customization Ideas
|
Sales Force Automation Comments
| Sales Force Automation Ideas
|
Applications Comments
| Applications Ideas
|
Force.com Platform Comments
| Force.com Platform Ideas
|
Administration & Sharing Comments
| Administration & Sharing Ideas
Allow reporting on Approval History
We are using the approval workflow but need to be able to report on where all records in a given process are (i.e., which step, who is the current approver). Opening up the approval history for any & all records that are going through an approval process would give us this ability. It should be from the point of view of the object looking at the approval history like it was a related list.
|
tarah 12/11/07 |
If possible, I'd like to have the ability to cull fields from the object (in my case opportunities), to show up in the report. We approve discounts in our opportunities. The staff and our Financial department wishes to see all approvals by given staffers for performance management, discount tracking, troubleshooting and to see the history of approvals for a given client. |
|
tarah 12/11/07 |
If possible, I'd like to have the ability to cull fields from the object (in my case opportunities), to show up in the report. We approve discounts in our opportunities. The staff and our Financial department wishes to see all approvals by given staffers for performance management, discount tracking, troubleshooting and to see the history of approvals for a given client. |
|
olkeith Feb 12 |
Merged Idea
originally posted Jan 30
Reporting on Approval History
Why can I not do this?
We have our approval process routed to a Queue, and our QA team gets paid on the amount of good Approvals they make. I need the ability to track who has approved what in a specific timeframe. |
|
LarryT Feb 12 |
Merged Comment originally posted Feb 9 |
|
gmichel Feb 12 |
Merged Idea
originally posted 03/20/07
reports on approval processes
Once you start using approval process, you quickly end up with a sudden suprise: I could not find how to create a report on all the instances of a given approval process.
I would like to know all the instances of a process, with their current status (approved, rejected, pending) when, by whom, in which step, since when, etc and a direct link to the approval screen and/or the object in the process... and of course being able to filter on all this. This would enable a real monitoring of the workflow which is currently lacking, unless I missed something. |
|
Alex10 Feb 12 |
Merged Comment
originally posted 04/21/07
It is important to be able to run a report on the Comments field in the approval process, to have a view of the current status of records sent for approval.
|
|
CRMSuggestions Feb 12 |
Merged Comment
originally posted 05/28/07
Need this feature, as the moment, the only way to know the pending request is getting approval emails or you have the items to approve in the home page.
|
|
LarryT Feb 12 |
Merged Comment
originally posted Feb 9
Allow reporting on Approval History (Duplicate?)
http://ideas.salesforce.com/article/show/70216/ |
|
Luvara Feb 12 |
Merged Idea
originally posted 08/24/07
Approval Reporting
It would be nice to have the ability to report on approvals. Even though there is the "items to approve" list I can place on my homepage, it would be nice to have the ability to report on what approvals are outstanding, what approvals have been denied/approved and how long it took for approvals to be carried out.
|
|
fjw Feb 12 |
Merged Comment
originally posted 09/13/07
This appearrs to be the same as http://ideas.salesforce.com/article/show/70216/Allow_reporting_on_Approval_Hi...
|
|
InQuisitiveJ Feb 12 |
Merged Idea
originally posted 05/25/07
History Report for Approval Processes
I've created an Approval Process for our Inside Sales Rep to "hand off" qualified accounts to the Outside Sales Team.
They need to contact the Account and Accept or Reject them as a Qualified Opportunity. I can see the "Pending Approval" report... but there is no Approval History Report available. The inside Sales Rep is Comp'd on the number of Qualfied Accounts that are Accepted. I can see the Approval data is there... there is just no report to access it. |
|
LarryT Feb 12 |
Merged Comment
originally posted Feb 9
Looks like yours is a duplicate of:
1. Allow reporting on Approval History http://ideas.salesforce.com/article/show/70216/ ------------- 1b. reports on approval processes (duplicate of #1) http://ideas.salesforce.com/article/show/64086/ 1c. Approval Reporting (duplicate of #1) http://ideas.salesforce.com/article/show/76418/ |
|
POF Feb 12 |
Merged Idea
originally posted 04/16/07
Reporting on approval history
When will it be possible to report on the approval history? When selecting data to report on, you can select soluton and contract history but not the approval history.
|
|
LarryT Feb 12 |
Merged Comment
originally posted Feb 9
Is your idea a duplicate of...
1. Allow reporting on Approval History http://ideas.salesforce.com/article/show/70216/ ----------------- 1b. reports on approval processes (duplicate of #1) http://ideas.salesforce.com/article/show/64086/ 1c. Approval Reporting (duplicate of #1) http://ideas.salesforce.com/article/show/76418/ 1d. History Report for Approval Processes (duplicate of #1) http://ideas.salesforce.com/article/show/68095/ 1e. Reporting on approval history (duplicate of #1) http://ideas.salesforce.com/article/show/65716/ |
|
jjohnson@ascap.com Mar 4 |
Merged Idea
originally posted Mar 4
Approval Item Reporting
I would like the ability to create reports on the number of items that have been submitted for approval (by process), and show the outcome for each submission approved, rejected resubmitted etc...
|
|
rcb Mar 13 |
Merged Idea
originally posted Mar 12
Report based on fields on "Approval History" section
Ability to report on any or all the fields shown on the "Approval History" section so we can track the progress of an approval request.
|
|
cliodhnae Apr 15 |
Would also like to be able to report on past approvals and not just those that are pending. |
|
diz May 28 |
Great idea. This should probably be titled something like "Make approval merge fields available" because they are necessary in workflow field updates, formulas, etc. Also, what does recalling an approval request do to the record? Would be nice if recalled approval requests changed some attribute on the record indicating this in addition to recalling the approval request. |
|
Donovan_Kruger Jul 10 |
Agreed. This should include the ability to run statistics such as Average, Minimum, Mean, and Maximum times spent for each approval process, as well as the Average, Minimum, Mean, and Maximum times spent on each approval Step within each process. It would seem logical to locate the bottlenecks in a company's approval process if some processes seem to take too much time to get through. Without the ability to report against Approval history data, this is not possible. |
|
forcesuperuser Jul 16 |
This is something that is really needed. I have this great tool at my hands with no reporting capabilities. It's like having a mustang with a 4 cylinder engine. |
|
bancmartin Jul 22 |
Agreed. I want to create a dashboard for management so that they can see any approval bottlenecks. |
|
roopa Aug 4 |
This functionally is really needed..I have a requirement for creating reports on Approval Process details for specific Custom Object. |
|
bryanmb Aug 8 |
I agree, this functionality is vital. It would be great to be able to put it on the dashboard so that bottlenecks could be identified easily, and to allow quick reporting of what Approvals were at which stage of which approval process. |
|
qadmin Aug 20 |
Being able to report on what is approved and rejected would be great. We use approval process for additional discount requests in the Opportunity object. Having the ability to drill down on what country or sales person is reuestion the most discount or how often would be of huge advantage to management. This is a must have!!! |
|
watsonjl Sep 30 |
We're just about to launch a really important app - which uses Approval Process - and I just realized that there is no reporting, viewing, or anything with regards to the approval steps! This is critical to this process, and a serious shortcoming. Yikes - Salesforce, WAKE UP!!!! I'm really surprised to see no comments from SFDC users.... |
|
olkeith Oct 15 |
A decent workaround is to have custom fields on the record such as a stage or status that gets updated via approval steps. This is definitely reportable. If you want to report on reasons for rejection, you must have another field on the record that a user can put this on, but be sure the approver can edit the record. |
track comments for this idea
Please log in to post a comment
last 100 promotions:
- bpoliquin05142008
- buelolm27
- sschupbach
- alic
- james_bullard
- andrewcoveney
- stokheim07172008
- pacman
- kac
- sepost
- eharrison
- michaelhsu
- cwhif
- watsonjl
- Denis_Miklusiak
- gmacelwee06032008
- randymchrysler
- mohan_srinivasan
- okcomputer
- jakeintheboxslc
- jdb
- phil80920
- gil_pekelman
- qadmin
- nr123
- needsomechange
- splashgordon
- stratus_admin
- alliforce
- m_roark
- bryanmb
- Tina_Buchholtz
- angie
- arronj
- dbmadp
- roopa
- 04/5/2007_21:58
- patria.lanfranchi05012008
- docstar
- martha_seneta
- bziegler
- tracy.jones.test02292008
- tr21
- cribis
- daringrad
- joseph_ferraro
- crmabc
- DonovanKruger
- nwood@andersencorp.com
- Francesco23
- Lacertosus
- TheSwami
- hayli
- claudeg
- James_McGill
- foster
- justedel
- kristofitsa
- choy
- caron
- klucky
- xroad
- arnaudc
- maryann.coulombe@garlock.com
- pauleide
- Chez
- MSheridan
- DoyleAtTSG
- forcesuperuser
- dbhak
- freemank
- trehm10092007
- constance
- cjones613
- sprycel
- chad_anthony
- Greg_H
- juanfino
- tlnguyen
- christine.zheng11122007
- austinlewis
- Donovan_Kruger
- CLICHI
- dhubbard
- CM@affy
- echampine
- ElenaA
- diz
- kathleen_wiedeman
- jesk
- Tannic
- dlharman
- fifedog
- TAlford
- cliodhnae
- eric_cowherd
- saasigrl
- Jesterale
- EmilyLiggett
- JenCalvert
POST IDEA
1. Allow reporting on Approval History
http://ideas.salesforce.com/article/show/70216/
-----------------
1b. reports on approval processes (duplicate of #1)
http://ideas.salesforce.com/article/show/64086/
1c. Approval Reporting (duplicate of #1)
http://ideas.salesforce.com/article/show/76418/
1d. History Report for Approval Processes (duplicate of #1)
http://ideas.salesforce.com/article/show/68095/
1e. Reporting on approval history (duplicate of #1)
http://ideas.salesforce.com/article/show/65716/
1f. Reporting on Approval History (duplicate of #1)
http://ideas.salesforce.com/article/show/101928/