Report Card Task¶

Overview¶

The Report Card Task reads one of the cards on your Reports page and gives the workflow its numbers. Later steps can use the card's total, the list behind it, a spreadsheet file, a picture of the chart, and how the total moved against the period before.

When to use this task:

• Email the team a weekly summary: calls made, notes completed, payments received
• Warn a manager when overdue workflow notes go over a number
• Send each person their own number with a Loop
• Post a chart of the week's results in a message

The number is the one the card shows, because the task reads the card itself, with the filters saved on it. To change what is counted, change the card in Reports.

Outputs¶

Reference fields as {{task_<ID>_<field>}}.

The number¶

The list behind it¶

Compared with the period before¶

Filled when Compare with is set to The period before.

About the card¶

Always emitted¶

Quick Start¶

Builder fields¶

The Field column is the label as it appears in the task builder; Key is the name the value is stored under and referenced by.

1. Add the Report Card task
2. Choose the Card
3. Choose the Period
4. Use {{task_<ID>_value}} in a later step

Simple Example:

Card:          Calls by team member   (dashboard: Call center)
Period:        Last week
Compare with:  The period before

value:           184
top_label:       Anna Smith
top_value:       61
previous_value:  160
change:          24
change_percent:  15
trend:           up

An email step can then read:

Calls last week: {{task_75001_value_text}} ({{task_75001_trend}} {{task_75001_change_percent}}%)
Top caller: {{task_75001_top_label}} with {{task_75001_top_value}}

{{task_75001_rows_html}}

<img src="../{{task_75001_chart_url}}" width="600">

The team receives:

Weekly team report by email builds this workflow step by step.

Choosing the Period¶

Periods use your account's timezone, the same as the Reports page. Weeks start on Monday.

Some cards show how things stand right now and ignore the period: open workflow notes, table rows, unpaid invoices by age, outstanding balance and open quotes. For these, period_label is Right now and there is no earlier number to compare with.

Comparing with the Period Before¶

Getting One Number Out of a Card¶

Leave Which number empty to get the card's total. To get one bar or slice, type its name as the card shows it:

Capital letters do not matter. A name that is not on the card this time counts as 0, so a person who made no calls gives 0 rather than stopping the workflow. run_text says when that happened.

What Each Kind of Card Gives¶

A card of overdue workflow notes shown as a line gives the latest point as value, not the sum.

A card shown as a table gives how many rows it has, not a sum of a column. To get a total, such as all workflow notes created, save the card as a bar or pie chart. Filters typed into a table card's columns in Reports, and saved with the card, apply here too.

The Chart Picture and the Spreadsheet File¶

• Both links open without logging in, so they work in an email or a message. Anyone the message is forwarded to can open them.
• They show the numbers as they were when the workflow ran, and keep working afterwards.
• Both are kept in your account's storage and count toward it. They are not listed on the Files page.
• The picture is made while the step runs, which adds a second or two for a card shown as a chart.
• The picture is drawn like the card: the same bars, slices or lines, in the same colours. Each person keeps their own colour, statuses use the colours from Settings, and answered and missed are green and red. It is always the light version on a white background, so it reads well in an email.

Common Problems¶

Good to Know¶

• Setting up the card itself is covered in Send reports automatically.

• The card is read for your whole account, whatever the person who built the workflow may see in Reports. The text of private workflow notes is not included.

• Changing a card in Reports changes what this step returns the next time it runs.
• A test run reads the card for real.