How to Find a Completed Workflow and Create a Report

Availability: 📱 Mobile only

You can turn any completed workflow into a PDF report and send it to anyone. This article shows how to find the workflow, generate the report and share or download it.

En español

Find a completed workflow and create a report

1. Tap Tasks, then the green filter button next to the search bar.
2. Under Filter by Status, choose Completed and tap Show Items.
3. Open the workflow, tap the three dots next to its title and choose Generate Report.
4. When the report is ready, tap View PDF. It opens in your phone's browser.
5. To send it, use the browser's share button, or tap Download PDF to save it to your phone.

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