Guides
Tracking & reporting
Focused ApproveThis guides for tracking & reporting.
Approval Certificates
Hand anyone a tamper-evident record of an approval — a downloadable certificate for a completed request, carrying a public verification link so a third party can confirm it's genuine without an account.
Read docBulk Archive Requests
Clear out finished requests in bulk from a flow's Table view — archived requests leave the list but can be restored at any time.
Read docRequest & Activity Export (CSV / Excel)
Download a workflow's full request data or audit activity as a CSV or Excel file, with every form field flattened into its own spreadsheet column.
Read docActivity Log & Audit Trail
See exactly what happened on any request — every decision, routing evaluation, and email sent, with who did what and when — from one timeline on the request itself.
Read docWorkflow Dashboards
See a flow's requests the way the work demands — a Kanban board by status, a sortable table, or a calendar of date-ranged requests — switched instantly on one screen.
Read docUnified Inbox (Preview)
A preview of the proposed next dashboard — one searchable feed of every request you can access, with inline approve and deny for whatever is waiting on you.
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