Reporting
What data can be extracted from ApprovalMax? (Cin7 Core)
You can extract the following data from ApprovalMax: 1. Workflows in the PDF format 2. Audit report archives 3. Archives with the attachments of requests 4. Organisation Administrators can generate and download reports in the CSV format.
Can I download attachment archive for all requests? (Cin7 Core)
Yes, the attachment archive for all requests can be downloaded with a single click. This is how you download multiple audit reports in a single archive: Go to the main menu, select your Organisation and open Reports page under Reports section. Open ...
Is it possible to run reports for offboarded users? (Cin7 Core)
No, once a user has been deleted (offboarded), reports in the name of this user will not be available. It is also not possible to run reports for requests created by a deleted user.
Can I download multiple audit reports in a single archive? (Cin7 Core)
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: In the main ...
Report scheduler (Cin7 Core)
It is possible to schedule the sending of reports. This is how it works: In the main menu, select your Organisation and go to the Reports section: Open a high-level report and click on the clock icon: Add a rule name, type in the email addresses of ...
Where can I find the reporting function? (Cin7 Core)
In the main menu select your Organisation and open the Reports section: There are default reports already available, which can be adjusted if required: However, you also have the option to create your own report with filters that reflect your ...