How to Create a Report Showing Flows That Contain Specific Steps?

hannahmontanna

I need to create a report where I can show all the flows that contain a particular step/steps. How can I do that?

Manisha_Decisions

Hello!

To create a report that shows all the flows containing particular steps, you can follow these steps:

1. Create a Flow Structure Report: Begin by selecting the "Flow Structure Report" as your data source. This report type includes details about all the steps in the various flows.
2. Apply Filters for Step Names: Apply a "Step Name Contains" Filter to filter the flows which has that particular step.
3. Use the "OR" Condition for Multiple Steps: If you want to filter flows by multiple steps, use the "OR" condition. This allows you to search for flows that contain any of the steps you are interested in.
4. Preview and Save the Report: Once you have set up the filters, preview the report to ensure it is showing the correct data. If the results match your expectations, save the report for future use.

By following these steps, you can create a report that efficiently displays all flows containing particular steps, making it easier to analyze and track your workflows.

Thanks,

Manisha