Approval Report gadget

Prerequisites

In order to collect the approval history data, the option Enable Approval History tab must be enabled.

Navigate on Approval History options in order to review how to enable the option.

Overview

The Herzum Approval Report gadget displays data extracted from the Approval History.

The gadget provides the ability to chose the fields to show from a list of  available fields. 

The available fields include the following:

• Action (Abstained, Approvals Notification, Approved, Automatic Notification, Automatic Transitioning, Pending ,Rejected, Single Notification)
• Key  (the Issue key)
• Elapsed Time (the difference between the time when the approval gets active on the issue and the time when the approval action is performed)
• Elapsed Minutes (the Elapsed Time conversion in minutes)
• Elapsed Hours  (the Elapsed Time conversion in hours)
• Elapsed Days (the Elapsed Time conversion in days)
• Creation Date (the time when the approval gets active on the issue)
• Action Date (the time when the approval action is performed)
• Assignee (the assignee of the issue)
• Comment  (the approval comment)
• Description (the description of the issue)
• Destination Status (the destination workflow status.)
• Detail  (the approval detail)
• Executor (the user performing the approval action)
• Name (the approval detail)
• Notification Date (the time when the approval gets  notified via email)
• Project (the project the issue belongs to)
• Reporter (the reporter of the issue)
• Source Status (the source workflow status)
• Summary (the summary of the issue)
• Transition (the workflow transition)
• Component (the issue Component/s)

You can change fields order via drag and drop.

The gadget provides the ability to filter data to show.

The available filters include:

• a saved search filter
• Creation Dates within a data range

• Action Date within a data range

• Notification Date  within a data range

• Other filters include selected Actions, Detail , Approval Name,Executor, Source Status, Transition Name.

The gadget provides the ability to select one field to sort data and chose sort direction.

Add the Herzum Approval Report Gadget to your dashboard

In order to add the Herzum Report Gadget  to your dashboard, you can follow the steps below:

1. Go to the dashboard by clicking the Dashboard link 
2. The dashboard will appear. Click Add Gadget
3. Start typing Herzum in the Search text box.
   
4. Click the Add gadget button
5. Setup the gadget  to achieve your requirements:

   1. apply filters 
      
      

      do not apply any filter to display all data

   2. chose the fields to show
      
   3. change fields order via drag and drop
      
   4. select one field to sort data and chose sort direction
      

The gadget will look as follows

Export Herzum Approval Report data

The Export button on the left bottom of the gadget allows to export Herzum Approval Report data.

The created file has htm extension. You are able to display data in your favorite browser and in Excel.