Approval History Report

Maintenance > new world ERP Suite > Security > Reports > Approval History Report

The Approval History Report has been added to the Security Reports menu:

Run this report to review and export to Excel approval history information.

To capture information for a specific date range, select a Date From and Date To. You also may leave one or both fields blank.

From the Approver User dropdown, select a user or leave the field blank to run the report for all users who made approvals during the date range selected.

From the Source Identifier dropdown, select an approval process or leave the field blank to run the report for all approval processes.

After making selections, click Submit to generate and display the report in grid format.

Information on the report includes process name, transaction reference number, source identifier, transaction reference description, last approval date and time, original approval date and time, approval number, approval level, approval response description, user name, comments, minutes since last approval, minutes since first approval, process ID, approved ID and user ID:

To export the report to Excel, click the Feature chooser in any column header, then Export:

Select from the export options, and click Export:

For this report to display on a user's Security Reports menu, the user needs permission to the Approval History Report security component:

  1. Navigate to Maintenance > new world ERP Suite > Security > Users. The User List page displays.
  2. Use the filter in the User Name column to search for the user.
  3. Select the user's row.
  4. Click Permissions. The User Permissions page displays, containing a grid of security components and a filter panel.

  5. In the Search Security Components filter, type approval history. The grid refreshes to display the Approval History Report component:

  6. Select Full permission.
  7. Click Save.
  8. For the permission to take effect, the user must log off and log back onto the system.