Way We Do

Instructions for creating, editing, and reading a Team Member Report.

Team Member Report

Create a report on Activated Checklist completion for specific team members and roles

Checklist Matrix Report

Access and Review Acceptance Reports

Instructions for how to access and read the Revision Schedules report

How to Access and Review Revision Schedule Reports

Can I view, download and print an acceptance report for one person?

Instructions on using the Procedure Register including exporting the data to CSV

Procedure Register Report - How to print a list of procedures

Instructions for running the checklist instance report

Checklist Instance Report and CSV Export

Review History Report

Acceptance Matrix Reports for Policies, Processes, and Procedures

Instructions for running the Automations & Reminders report

How to Access and Review the Automations and Reminders Report

Instructions for how to access and read the Revision Assessments report

How to Access and Review the Revision Assessments Report

Dan Sargeant

Jacqui Jones

Explore the Reporting section to understand how to generate and analyze data-driven insights using Way We Do's features

08. Reporting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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