Articles on: Reports

How to create a Workstream Status Report?



Choose "Room Requests" explore.

Choose below fields:
-- Request Category view: List Name
-- Request view: Num of Requests
-- Request Status: Name

Add below fields as filter by clicking on the filter icon next to the field:
-- Deal view: Deal Title (choose any deal that you want to check)
-- Request Status: Name (set the filter as "Status Name is not null")

Pivot Status Name by clicking on the pivot button as shown in the screen shot below. This will pivot Status name into columns and form a tabular format.

Run the report.

Sort the table by List Name ascending by clicking on the column header.

In the visualization pane, choose Donut Multiples as the chart type. Turn on value labels, and adjust the number of charts per row as you want.

Updated on: 19/05/2023

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