Automation Reports
Automation reports help you monitor workflow activity in your organisation, tracking scheduled rules, pending actions, and execution history. Go to Reports from the left sidebar, then select Automation from the Report Category list.
Scheduled Date Based Workflow Rules
The Scheduled Date Based Workflow Rules report shows all workflow rules that are triggered based on a date field (such as due date, expected shipment date, or a custom date field). Use it to see which date-triggered rules are active and when they are scheduled to fire next.
To generate this report:
- Go to Reports from the left sidebar.
- Select Automation from the Report Category list.
- Click Scheduled Date Based Workflow Rules.
- Set filters as needed, then click Run Report.
This report includes the following columns:
- EXECUTION DATE: Date on which the workflow rule is scheduled to execute.
- TIME: Time at which the rule is scheduled to execute.
- WORKFLOW: Name of the workflow rule.
- RECORD NAME: Name or reference number of the record that will trigger the workflow.
Scheduled Time Based Workflow Actions
The Scheduled Time Based Workflow Actions report shows all pending workflow actions that are queued to execute at a specific future time, such as delayed email notifications or follow-up tasks scheduled by workflow rules. Use it to verify that scheduled actions are queued correctly and to identify any that may be stuck or overdue.
To generate this report:
- Go to Reports from the left sidebar.
- Select Automation from the Report Category list.
- Click Scheduled Time Based Workflow Actions.
- Set filters as needed, then click Run Report.
This report includes the following columns:
- EXECUTION DATE: Date on which the workflow action is scheduled to execute.
- TIME: Time at which the action is scheduled to execute.
- ACTION TYPE: Type of workflow action (e.g., Send Email, Field Update, Webhook).
- ACTION NAME: Name of the specific action configured in the workflow rule.
- WORKFLOW: Name of the workflow rule that triggered the action.
- RECORD NAME: Name or reference number of the record the action applies to.
Workflow Execution Logs
The Workflow Execution Logs report shows the execution history for all workflow rules - including which rule ran, the trigger transaction, the execution time, and whether the execution succeeded or failed. Use it to troubleshoot automation issues, verify that rules are firing as expected, and audit workflow activity.
Scenario: Bailey at Zylker Inc notices that automated payment reminder emails are not being sent to customers. She checks the Workflow Execution Logs report and finds that a payment reminder workflow failed due to a missing email address, allowing her to fix the contact record and re-trigger the rule.
To generate this report:
- Go to Reports from the left sidebar.
- Select Automation from the Report Category list.
- Click Workflow Execution Logs.
- Review the log for execution status and any error messages.
This report includes the following columns:
- TIME: Date and time at which the workflow rule executed.
- WORKFLOW: Name of the workflow rule that ran.
- RECORD NAME: Name or reference number of the record that triggered the workflow.
- TRIGGERED BY: User or system action that triggered the execution.
- EVENT TYPE: The event that caused the workflow to fire (e.g., Record Created, Record Updated).
- WORKFLOW TRIGGERED: Whether the workflow rule’s trigger conditions were met.
- EXECUTION STATUS: Whether the execution succeeded or failed.
- EXECUTION DETAILS: Additional detail about the execution, including error messages for failed actions.