Plan Automations were built based on user research and subject matter expertise. Plan Automations use various Triggers, Conditions, and Actions so that repeat actions occur automatically to save admins time in Via Travel. Reporting on Plan Automations is useful for organizations when reevaluating their current workflows, submitting data to external stakeholders, or storing records in their organization's systems. When downloading a report on Plan Automations, the report will download as a CSV file.
Admins can generate reports on Plan Automations from two areas in Via: the Automations Page, the History Log details, or the History Log page focused on the recipients of Plan Automations.
- Plan Automation Name
- Type
- Action taken within the Plan Automation
- Status
- Plan Automation Last Modified On
To learn more about Plan Automations, click here.
Admins who run a report on a Plan Automation's History Log will be able to download a CSV file including columns for...
- Sent On
- Profile Full Name
- Type
- Triggers and Conditions
- Results of Automation based on Action
To download a Report for Plan Automations...
- Click Builder
- Click Automations
- Select Plan in the Automation Type menu toward the top right of the page
- In the Show dropdown, filter for Active, Inactive, or All
- Above the data table, click the Cloud Icon to download the displayed Plan Automations in the data table as a CSV file
To download a Report for a Plan Automation's History Log...
- Click Builder
- Click Automations
- Find the Plan Automation you'd like to download the Automation History Log for on the data table
- Click the Clock Icon on the row to be taken to the Automation History Log
- Above the data table, click the Cloud Icon to download the displayed Automation History Log as a CSV file