Reports and Actions

Overview

In addition to running key Reports, you can use Flows (built with Actions) to run easy to use, wizard style workflows. By using Actions, you can include forking and looping logic in the way it gathers data from your employees.

When logged into InFocus Web, your available Reports and Actions will be displayed in the right hand pane of Time Sheets and Expenses in full app view or from the bottom menu bar in mobile view.

Note access to reports and actions is defined in InFocus via UT>Custom Reports.

How to Deploy a Report or Action to InFocus Web

Reports and Actions are managed through UT>Custom Reports where you’ll grant permissions and deploy them to the application.

To deploy a Report or Action to InFocus Web, grant permissions as appropriate using the Permissions tab and then deploy to InFocus Web using the Modules / Applets tab to check the Time Sheets or Expense Sheets applets as appropriate. Available Reports and Actions can be grouped under a single drop down in InFocus Web using a similar Title (Optional). In the absence of a title, items will be grouped under Reports or Actions respectively.

How to run a Report or Action in InFocus Web

Once deployed, a Report or Action can be run via InFocus Web as follows.