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While the extracts are useful, they only provide a point in time report.
There are many of us waiting for an improvement in the reporting options in Promapp, including scheduling of reports.
You may want to go vote on the suggestion named 'API reporting capabilities' item here in customer voice. Nintex have started work on the API but there's no release date (it's been promised for over 12 months). Hopefully we see it soon!
We have recently introduced two new Key Risk Indicators for the business to encourage executives to ensure that their team is using promapp regularly to review and document their processes.
The new KRI's are, 1. how many processes are overdue for review, and 2. how many new/reviewed processes were completed by the business in the past month.
I'm currently pulling a change log and overdue process report, creating pivot table's in excel and emailing them to the team each month.
It would be a valuable addition to your software to introduce an automated report with this information sent to me via email on the 1st of each month to share with the executive team.
Chief Strategy Officer - Regional Australia Bank
I've been told (last year) they're still working on it but there's no date.
We have an existing idea for this so I'll merge this with the original.
As a new user of Promapp I'm surprised this functionality 1, doesn't exist and 2, changed to 'started' in August 2019. The 'export to XML' function provides a significant amount of functionality which I've used to generate a range of dashboards in PowerBI, I would have thought this data could be accessible using the same API method used to access the 'improvements' module.
Has anyone looked into using Power Automate to automatically extract this data? I might give it a go as it'll probably take less time than waiting for this idea to be implemented.
I won't share the whole setup as it's quite long but ultimately you can log in as a Promaster using the Bypass Login page with Power Automate using the 'HTTP' action in Power Automate. Then you can use another 'HTTP' action to 'GET' the export XML link (which is constructed with the process/group unique ID so it's easy to re-construct in the URL).
You will need to play around a bit in Power Automate because every 'HTTP' action is a new instance so that does mean, if your first 'HTTP' action logged you in as a Promaster, that session won't carry over to the second 'HTTP' action. You'll need to extract the cookie from the first 'HTTP' response and then add that cookie to the second 'HTTP' action.
I hope this makes sense :)
At Sun Life, we are scaling up Promapp as a service within the global HR organization. Our CHRO wants us to go bigger and into the business and geographies.
Better performance data is needed to have effective and meaningful KPIs and we want to integrate some data with other systems within HR.