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.