Approval Policy Report

Modified on Thu, Feb 15 at 11:43 AM

This report provides a clear overview of all approval policies implemented within your organization with the type of approval policies, their current status, and the list of users responsible for approvals.

Filters

Filter	Description
Company	Select a specific company to view the approval policies associated with it or choose “All” to view all company wide policies
Group	Select a specific group to view the approval policies associated with it or choose “All” to view all group policies
Location	Select a specific location to view the approval policies associated with it or choose “All” to view all location specific policies

Note:

If you want to run this report to view only the “Company” approval policies, then set the other two filters “Group” and “Location” to ALL.
If you want to view only the “GROUP” or “LOCATION” approval policies, then set the other two filters to ALL respectively.

Field Description

Field	Description
Policy Name	Name of the approval policy
Policy Type	Type of Approval policy (Company, Group or Location)
Policy Scope	Name of the Entity associated (Company/Group/Location based on the Policy Type)
Enabled (Yes/No)	Yes/No value indicating if the policy is enabled
Approvers	List of approvers associated with the approval policy

Access Model

Category: Admin Exports

This is an advanced report. Contact your Account Manager or [email protected] if you do not currently have access to Advanced Reports and would like to add them on.