How to download a completed Flow Report on the Website

Jamie
Jamie
  • Updated

You can download reports that show the details of a completed flow. To do this, follow the steps below:

Step 1) Log into the website to go to the home page.

Step 2) Click the Flows Tile, this will expand.

Step 3) Click Flow Search. Select Flow Search. This will open the search page.

Step 4) You will see a side bar that gives you a range of options for searching for a flow. The more options you fill in, the narrower the search will be. You do not need to fill in all of these options to find a flow.

Step 5) Once the results are displayed, find the flow that your looking for and click the Forms button.

Step 6) You will get a pop up asking for credentials, these will look something like below:

Username: mpro<CompanyName> (This will be the same as the company registration screen on the mobile app).

Password: Your senior management team will have this.

Step 7) The report will generate, where you can save it in a number of formats such as an Excel spreadsheet, a PDF or a Word document.

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