Guides
Tracking & reporting
Focused ApproveThis guides for tracking & reporting.
Bulk Archive Requests
Clear out finished requests in bulk from a workflow's Table view. Archived requests leave the list but can be restored at any time.
Read docApproval Certificates
Hand anyone a tamper-evident record of an approval: a downloadable certificate for a completed request, with a public verification link a third party can check without an account.
Read docWorkflow Dashboards
See a workflow'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 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. One timeline on the request itself records every decision, routing evaluation, and email sent, with who did what and when.
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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