(Legacy) Report and export process content
Reporting in Skore
All the content in Skore may be reported on (and exported in various formats) for further analysis outside the app.
Different report type
Will report on the boxes of the process. 1 line of report per box in the process.
Reports on roles assigned to boxes. 1 line of report per role assigned.
The role report is ideal for:
- Analyse role usage
- Export RACI matrix (or any responsibility matrix you are using)
- Generate role based job description
A box with 2 roles:
Will report 2 lines, one line per role
Report on attachments.
- Analysis of custom fields
- Extraction of recurring values
Report on process steps content
- In a given process, go to the report tab
- Switch report on the secondary tab bar
- On a report page
- Select "export" in the top right corner
- You can export to
- Excel: ideal for further analysis in excel
- CSV: ideal for import into a third party system
- Clipboard: data will be ready to be pasted anywhere you need
- Custom fields
- manage roles
(Legacy) Process versions history
This article is for the legacy version of Skore. See latest article here: Process Version History. What is it? When working on a process, new revisions are created so that it is easier to see the history of changes, approve the right revision, or ...
(Legacy) Manage roles in Skore
This article is for the legacy version of Skore. See latest article here: Role Manager What is it After defining the work to be done in a process, the next, most important question is who does it? As you create processes in Skore, and add roles, you ...
(legacy) Manage Process properties
What is it Each process in Skore has a defined set of properties. Any Administrator or an Editor with Access Rights to a process can edit the processes. It is important to keep these properties up-to-date to help with the ongoing management and ...
(Legacy) Process owner
What is it In Skore, processes may have a process owner. This is not mandatory but a recommended practice to ensure the right ownership of the processes. How to... How to change the process owner of a process As an editor with "can edit" access right ...
(Legacy) Printing a process
What is it Printing a process is often a great way to engage users and collect feedback. How to... How to print a process Go to the print tab to see the print preview Change settings (see below) Press "Print now" when ready A new window will open ...