This report is one of these that can provide valuable information to Managers regarding the use of Workflow Requests with Synergy Accounts.
It may be found at Customers / Reports / Workflow / Accounts: Requests – Recent. The report has two key components:
> Last Request Date
This view will provide the last date that a workflow request was created or modified.
> No Request
This view provides information on the lack of requests that were created for Accounts. Further use of the search criteria will allow management to see which categories or types have been used with Accounts
Search criteria includes:
> Type of Account
> Account Status
> Request Category
> Request Type