This report provides a list of Folio records and the days that each record spends in a stage. It is a useful report to find bottlenecks in the workflow as it clearly shows in which stage a folio record spends most time.
You can find this report in the Reports section under Built In Reports.
The Folio Days in Stage Report can only run on one folio template at a time. You may add fields from the selected folio template which you would like to include in the report and drag and drop the fields to order them in the sequence you prefer. By default the report will have Folio Key, Title, Person Responsible & Days in Stage fields. Another field that you may add to this report is Age, this field gives you the overall Age of the Folio until it was closed. You can also sort and group your report by different fields based on your requirement.
You can Export this report to PDF or Spreadsheet, to export the report to PDF, just click on Export OR click on the chevron and select PDF. To run the report as a spreadsheet, select spreadsheet and a CSV file will be exported.
This report also has Summary and Charts options:
The summary enables you to view the number of Folio records by stage in a time range. For e.g., the number of Folio records in the first stage that are over 12 months in that stage.
Summary:
Chart:
Charts present this data in a chart view.