From RPM Wiki
A process summary is a report based on some forms from a process. The report includes a status timeline and a summary of each applicable field. RPM automatically determines which fields can be summarized and includes them in the report. The range of forms that are included is defined using views (See View) and always includes forms from only one process.
- Examples: The process summary can be used as a sales funnel report, commission forecasting, quote value report, and many more. As with all of process management, process summaries are a flexible tool.
| Table of contents |
Status timeline
The status timeline lists all the status levels, the number of forms at each status level, and the time taken to reach each status level.
Fields
Fields that can be summarized are Date, Money, Commission item, Supplier adjustment, Agency adjustment, Agency, Rep, Customer, Account, Supplier, Supplier (multi select), Commission run, List, List (multi select), and Yes/No.
Viewing a summary
There are three ways to view a process summary:
- From the Select a form page click “Summary� beside download in the top right of the grid.
- On the reports page click “Select a process summary� under “Processes�.
- On the reports page click on a process summary favorite under “Processes� (See below).
Favorites
Each process summary is a process and a view. This combination can be saved as a favorite (See Favorite) giving once click access to that summary from the reports page. To add a favorite click “Add to favorites� at the top right of a process summary.
Security
Staff users
- Viewing process summaries requires a “Limited� or "Full" privilege for that process.
Agent users
- Process summaries are hidden from agent users
Modules
- The process summary requires the "Process management" module.
- This page was last modified 15:16, 9 May 2005.
- This page has been accessed 1019 times.