Vantagepoint Custom Report bundle: Workflow Visibility Reports

Stop digging through clunky menus. Get instant, searchable visibility into your Workflow Buttons, Emails, and SQL Procedures.

For the Operations Manager & Process Lead

See what your system is doing—without the headache. Trying to understand your company's automation using the standard Vantagepoint report is like trying to read a dictionary that isn't in alphabetical order. It is cluttered, confusing, and you can't search for anything.

The Workflow Insight Bundle changes that. It breaks your automation down into three clean, readable reports:

• The "Hub" View: See your workflows organized naturally by function (Projects, Employees, Firms), so you can instantly answer questions like "Do we have an alert set up for new Projects?"

• Email Verification: Quickly review exactly which emails are being sent by the system, ensuring your teams (and clients) are getting the right messages.

• Button Logic: See a clear list of every custom button and what it does, so you never have to guess.

• Access for Everyone: Unlike the admin screens, these reports are safe to share with team leads. They reveal process, not sensitive data.

For the SQL Developer & System Admin

Bypass the UI. Audit faster. The native Workflow Management interface is powerful, but it is also slow, restricted to Admins, and impossible to search effectively. If you are trying to find which workflow is triggering a specific Stored Procedure, clicking through menus is a waste of billable time.

Technical Specifications:

• Searchable Stored Procedures: The Workflow Procedures report allows you to search by stored procedure name. Instantly identify every workflow instance calling that specific script.

• Functional Grouping: Data is structured by Hub/Application location, allowing for rapid impact analysis when modifying specific modules.

• No Admin Rights Needed: Give your junior devs or analysts visibility into the logic layer without giving them "God Mode" access to the configuration screens.

• Structured Output: Unlike the standard PDF export, these reports are clean, sortable, and designed for quick auditing.

Examples snips:

Workflow buttons:

Workflow Emails:

Workflow Stored Procedures: