Use Dashboard Reports to Track Recent Form Activity

Overview

The dashboard includes two reports that help you track recent form activity:

• Recently Completed Forms
• Recent Active Forms

These reports help you review completed work and monitor forms that are still in progress.

Available reports:

• Recently Completed Forms

Use this report to view completed forms.

You can filter the report by:

• • form type
  • department
  • time frame

Available time frame options include:

• • 30 days
  • 45 days
  • 60 days

The report includes:

• • Form Type
  • Vendor or Customer Name
  • Description
  • Amount
  • Days Elapsed

For completed forms, Days Elapsed shows the number of days from form creation to form completion.

• Recent Active Forms

Use this report to monitor active forms.

You can filter the report by:

• • form type
  • department
  • time frame

Available time frame options include:

• • 30 days
  • 45 days
  • 60 days

The report includes:

• • Form Type
  • Vendor or Customer Name
  • Description
  • Amount
  • Days Elapsed

For active forms, Days Elapsed shows the number of days from form creation to the current date.

This value updates daily.

Customization options

Both reports support:

• multi select form filters
• multi select department filters
• flexible time range selection

Current form support includes:

• Payments
• Purchasing

Available form types may include examples such as:

• Payments, Check Request
• Purchasing, Purchase Requisition

Access to these reports depends on user permissions.

Depending on your access, you may see:

• My Forms
• All Forms

Enable dashboard reports

To enable these reports on your dashboard:

1. Log in to your Aclarian account.
2. Go to User Management.
3. Select Data Management.
4. Open User List.
5. Search for your user profile.
6. Open Dashboard Preferences.
7. Enable the reports you want to view.
8. Save your changes.

After saving, the reports appear on your dashboard as AG Grid reports.

Module support

These reports support forms from the following modules:

• Payments
• Purchasing

Additional module support may be added over time.

Summary

Use the Recently Completed Forms and Recent Active Forms reports to track form activity from your dashboard.

These reports provide flexible filtering and help you monitor recent work across supported modules.