Automate

Morning! I would like to extract the Evolve workflow process history for KPI purposes.

example  - how many vendor creations were approved, rejected by approver role "Central E and C" for the month of February 2026.

Anything readily available under reports?

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Renette Nienaber
Mrd
VIVO ENERGY SOUTH AFRICA (PTY) LTD
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Hi Renette,

We have reporting views in the Evolve DB.

If you want to see that at the process level, please use this view: [yourEvolveDBName].[dbo].[RPT_ProcessReportingDetailsView] 

If you want to see it at the activity (task) level, please use this view:  [yourEvolveDBName].[dbo].[RPT_AssignmentView]

Here's an example query that can be used to generate a tabular Evolve Report or used to feed reporting tools like PowerBI

SELECT   
[RPT_ProcessReportingDetailsView].[ProcessName]  AS ProcessName     
,[RPT_ProcessReportingDetailsView].[SolutionName] as SolutionName     
,[RPT_ProcessReportingDetailsView].[AppName] as AppName     
,[RPT_ProcessReportingDetailsView].[LibraryName] as LibraryName  
,[RPT_ProcessReportingDetailsView].[Status] as Status
,[RPT_ProcessReportingDetailsView].[CreationDate] as StartDate   
,[RPT_ProcessReportingDetailsView].[CompletionDate] as CompletionDate
,[RPT_ProcessReportingDetailsView].[Originator] as Originator         
,[RPT_ProcessReportingDetailsView].[CreationDateDiff] as StartDateDiff     
,[RPT_ProcessReportingDetailsView].[DueDate] as DueDate    
,[RPT_ProcessReportingDetailsView].[IsPassedDueDate]     as IsPassedDueDate   
,[IsRunning]  as IsRunning    ,[IsCompleted] as isCompleted, Note as Note
 ,CASE WHEN ([RPT_ProcessReportingDetailsView].[CompletionDate] is Null) THEN  DateDIFF(MINUTE,[RPT_ProcessReportingDetailsView].[CreationDate],GETDATE()) ELSE DateDIFF(MINUTE,[RPT_ProcessReportingDetailsView].[CreationDate],[RPT_ProcessReportingDetailsView].[CompletionDate]) END AS ActualDurationMinutes     
 ,CASE WHEN ( [RPT_ProcessReportingDetailsView].[CompletionDate] > [RPT_ProcessReportingDetailsView].[DueDate] ) or ( [RPT_ProcessReportingDetailsView].[CompletionDate] is Null and GETDATE() > [RPT_ProcessReportingDetailsView].[DueDate] ) THEN 'TRUE' ELSE 'FALSE' END AS IsLate
  FROM  [RPT_ProcessReportingDetailsView]   /* do not put the db name with the table/view name */ 
  where [RPT_ProcessReportingDetailsView].[AppName] = 'Sigrid' 
  and [RPT_ProcessReportingDetailsView].[CreationDate] between GETDATE    ()-365 and GETDATE()

Here's an example

With filter set to a specific solution

Notes

• I fixed the appname 
• You can fix the SolutionName if you like or use it as a filter like I have above
• I used a date range to limit it to a year from today but you can remove or set it to a timeframe you like.
• You can choose not to display all of the columns - such as appname since it's fixed, libraryname would just be forms so I skipped it
• I calculated some new columns - actual duration as minutes (you could do hours or days) and IsLate - you don't have to do that
• do NOT include the DB name with the table for an Evolve Report
• change the WHERE criteria as needed.
• you can use COUNTs to not show the details, as needed

For just counts I did this

Select RPT_ProcessReportingDetailsView.SolutionName AS SolutionName,Count(Case RPT_ProcessReportingDetailsView.Status When 'Cancelled' Then 1 Else Null End) AS CancelledCt,Count(Case RPT_ProcessReportingDetailsView.Status When 'Completed' Then 1 Else Null End) AS CompletedCt 
FROM  [RPT_ProcessReportingDetailsView]
  where [RPT_ProcessReportingDetailsView].[AppName] = 'Sigrid' 
  and [RPT_ProcessReportingDetailsView].[CreationDate] between GETDATE    ()-365 and GETDATE()
GROUP BY  SolutionName

I didn't filter on a specific solution but you could. It looks like this

A link to the doc for Evolve reports https://help.precisely.com/r/t/1016755385/2025-06-09/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Reports?tocId=sY5OqPtR_LtZYjEF8pq39g

I hope this helps.

Best Regards,

Sigrid

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Sigrid Kok
*Precisely Software Inc.

Original Message:
Sent: 03-04-2026 03:04
From: Renette Nienaber
Subject: Evolve workflow process history

Morning! I would like to extract the Evolve workflow process history for KPI purposes.

example  - how many vendor creations were approved, rejected by approver role "Central E and C" for the month of February 2026.

Anything readily available under reports?

------------------------------
Renette Nienaber
Mrd
VIVO ENERGY SOUTH AFRICA (PTY) LTD
------------------------------