(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
Work activities
Will report on the boxes of the process. 1 line of report per box in the process.
Roles
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
Example
A box with 2 roles:
Will report 2 lines, one line per role
Attachments
Report on attachments.
Ideal for:
- Analysis of custom fields
- Extraction of recurring values
Customization option
How to
Report on process steps content
- In a given process, go to the report tab
- Switch report on the secondary tab bar
Export report
- 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
See also
- Custom fields
- questionnaire
- manage roles
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