Can we create a BIP report to get the transaction details in the system. — Cloud Customer Connect
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Can we create a BIP report to get the transaction details in the system.

Summary:

We have requirement to create a report on Transaction details where for some role its can only be read only access.

What are tables can be useful to create a custom report on transactions.

What could be the necessary table can be useful for below field to create a report. Please share if you have any report on this requirement that can be useful for reference.

  • Transaction type
  • Submitted date
  • Submitted by
  • Action on the transaction (Approved/Denied/Reassigned/Delegated)
  • Action taken by?
  • The next set of approvers.
  • Notifications sent to with the approval/denial information

Days waiting at each level.

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