What is a workflow

If data sources answer the question WHAT should be in my report, the Workflow answers the questions HOW and WHEN.

A workflow contains all the instructions for TE Reporting to be able to create a report, including which data source to use, which transformations to apply, who to notify, and when to execute it.

Viewing all workflows

To view all data sources, click on the Workflow icon in the menu:

This will take you to an overview of all your workflows

• To create a new workflow, click the 'Create new' button in the top right corner
• To edit an existing workflow, click the 'View' button in the workflow's row
• To copy or delete a workflow, click the 'More' button in the workflow's row, and select the appropriate action

<aside> 💡 Note: if the workflow has an active recurrence scheduled, you will have to resave the workflow to activate the scheduling

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Creating or editing a workflow

Once you've clicked 'View' on an existing workflow, or pressed the 'Create new' button, you will be taken to the detail page for that specific workflow.

At the top of the workflow, you see a toolbar containing some of the most commonly used actions for a workflow:

• View reports: view all reports that have been generated by the workflow
• Run: run the workflow to generate a new report
• Save: save your changes
• Delete: delete the workflow