- User Guides
- Getting Started
- Organization Chart
- Job Descriptions
- Four Key Functions
- Four Key Functions
- Sub Functions
- Adding Processes to the Four Functions
- Deleting Processes
- Moving Processes from One Key Function to Another
- Moving / Recording Processes within a Key Function
- Printing Process Lists
- Process Color Identification
- Mark a Process as Complete
- Adding From a Process Library
- Process Documentation Tools
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and The Archive Folder
- Printing Process Tools
- Saving Process Tools
- Reordering Process Tools
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Editing Existing Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio
- Using AI to Build Process Tools
- Control Panel
- Management Review
- Process Assignment
- Reports
- Account Administration
- User Settings
- Training Webinars
- How to Videos
- Contact Support
Select Reports from the left side menu on any Touchstone page.- Choose whether you want to run the report in Management Review or Control Panel:
- Control Panel Report: Shows the work you’ve completed.
- Management Report: Allows a manager to see the work completed by their employees.
- Select your criteria to filter the report. You can choose one, multiple, or none to run a report for all processes:
- Start Date: Search for work completed after a specific date.
- End Date: Search for work completed before a specific date.
- Save As: Enter a title to run a report for a specific process.
- Position: Choose a position or control panel you have access to.
- User: For Management Review Reports, select the employee you want to report on.
- Process Tool Type: Choose a specific process tool type to report on.
- Select “Run Report”
Click a process tool title to go to the process’s Control Panel or Management Review.