It would be very helpful to also have more statistics related to # of Transactions. To be able to see the # of Transactions by Date, by Recipe for a given time frame, etc. For those of us with a smaller number of transactions, this would be exceptionally helpful in helping us to control the # of transactions over the course of a month.
Patricia Andrea Guevarra
Hi all,
Apologies for not getting back to you on this. We still do not have this special reporting, however there is a workaround. You can use the Workato Admin app and create a recipe to get jobs for the recipes you have. You can add other actions to help you track, like adding the information to Google Sheets, composing a CSV, or sending yourself a monthly notification.
I hope this helps!
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Fifth Third Bank
Month-to-date transaction totals and filtered totals
On the My Recipes page, the transaction totals seem to only be cumulative completed transactions per recipe. Plus there is a monthly tally on the right. Could a MTD total per recipe be displayed as well?
When you click a recipe, under the Job Report section, the filters on the left are awesome. However, a tally of the filtered total will be helpful so we don't have to count every transaction on every page.
Can a few transaction reports be developed so we can export the details to Excel?
4 people like this idea